Family offices making private equity investments need to be aware of valuation issues related investments in complex structures.
Did you realize that your business has multiple values at the same time?
Any brand valuation presents a strategic planning opportunity to understand more about what drives value to the underlying company.
What seems apparent is that validations of valuation have made unicorns look more like a herd of Uber drivers in San Francisco.
The most significant court case was probably Gross vs. Commissioner, which held that an S-Corp has a tax rate, but that tax rate was zero.
A point often overlooked is that customers usually purchase products or services because of the presence of intellectual property, not a relationship.
The asymmetric nature of carried interests requires the consideration of a range of scenarios.
In reality, many businesses are a perfect fit for ESOPs.
In several instances, the knowledge gained from valuation support in the due diligence phase results in modifications or cancellations of transactions.
Determining the fair value of M&E assets for financial reporting purposes should include the consideration of three forms of depreciation: physical, economic and functional.