Three Approaches to Valuing a Privately-Held Company

The potential for rising taxes due to huge U.S. government budgetary deficits are prompting many owners of privately held companies to consider their options.

Tax and Financial Reporting Differences in an Allocation of Purchase Price

One of the key differences in valuations for tax vs. financial reporting lies in the definition of value.

Valuation Critical Issue for Private Equity as SEC Scrutiny Increases

Under the Dodd-Frank Act, advisers to most private equity firms must register with the Securities and Exchange Commission (SEC).

Become Fluent in Factors for Valuing Multinational Companies

When valuing a business that is multinational in scope, develop a proper due diligence framework and apply models that will accurately reflect the company’s exposure to various risks.

Developing a Unique Approach to Value Customer Relationships

Traditional valuation methods tend to treat customer relationships as a primary asset. In many industries, however, customer relationships are not the most important asset.

Carried Interest Popular Form of Incentive Compensation

Since carried interest is tied to performance, it is an effective way for employers to recruit and retain employees.

Valuing a Minority Shareholder’s Common Stock Amid Capital Restructurings

Valuing investments in private companies requires a flexible approach.

What’s the Value of My Business or Asset? It Depends…

…many factors of a business must be considered when answering the question “what is the value of my closely held business.”

Valuation Considerations Relating to Section 382 Limitations

As a result of tax reform (TCJA), there are now three components to the Section 382 limitation amount.

Using the Distributor Model to Value Customer Relationships

The distributor method is a powerful tool for the valuation of customer relationships in situations where these relationships are a supporting asset and where there are appropriate market inputs…