Mr. Love specializes in business enterprise valuations, purchase price allocations (ASC 805 and IFRS 3), impairment analyses (ASC 350 and IAS 36), intellectual property valuations,…
Ms. Shepard specializes in valuations of businesses and intangible assets for a variety of purposes, including fair value measurement, allocation of purchase price, impairment testing,…
Ms. Wellesley has nearly ten years of experience in the valuation of commercial real estate for lending, litigation, ad valorem tax disputes, financial reporting, condemnation,…
Mr. Poynton specializes in business enterprise valuations, purchase price allocations (ASC 805), impairment analyses (ASC 350), intellectual property valuations, contingent consideration valuations, and the valuation…
Mr. Lima specializes in machinery and equipment and property valuation. He has been providing domestic and international clients (private and public sector) valuations for allocation…
Mr. Hwang specializes in business enterprise valuations, securities valuations, and intangible-asset valuations. He also has significant experience working on solvency and fairness opinions. Prior to…
Mr. Lee specializes in business enterprise valuations, purchase price allocations, and impairment analyses for financial reporting and tax purposes. Prior to VRC, Mr. Lee held…
Mr. Willis specializes in business enterprise and equity valuation analyses for financial reporting and tax planning purposes, as well as valuation of intangible assets for…
Mr. Parrish specializes in valuations for public and private companies for M&A transactions, tax advisory, and financial reporting purposes. Prior to VRC, Mr. Parrish held…
Mr. Barrett specializes in real property valuation for allocation of purchase price, impairment, fresh start accounting, and tax purpose for domestic and international clients. He…
Bryson Miller leads VRC’s Dallas office. He has provided numerous business, intangible asset, and equity valuations for a variety of purposes, including fair value measurements…
Ms. Pawluk specializes valuation of business enterprises, equity, and intangible assets, for various purposes such as financial reporting, tax reporting and litigation support. Ms. Pawluk…
Ms. Agrawal specializes in business enterprise valuations, purchase price allocations, impairment analyses and intellectual property valuations for financial reporting and tax purposes. Prior to VRC,…
Before making a purchase, acquirers should make sure a plan is in place to maximize the value of the acquired brand.
Ms. Copeland specializes in business enterprise valuations, purchase price allocations, and goodwill impairment analyses for financial reporting, management planning, and tax purposes. Furthermore, she has…
Mr. Delmar specializes in the valuation of machinery and equipment for domestic and international clients. Mr. Delmar has experience in valuations for allocation of purchase…
Ms. Tanner specializes in valuations for business combinations (ASC 805) and impairment testing (ASC 350) across multiple industry sectors. She also has expertise valuing business…
As public companies enter the traditional fourth-quarter impairment testing period, two big question marks are hanging over the market…
Mr. Nyland has extensive experience in the valuation of industrial and commercial real estate specializing in the valuation of complex, user-based real property. Mr. Nyland…
Jeff Dugo specializes in machinery and equipment valuation for both domestic and international clients. For over 10 years, he has prepared valuations for allocation of…
Developing valuations in a COVID-affected economy means taking new, altered views of a company along with making industry analysis de rigueur.
Mr. Alnakib specializes in business enterprise valuations and intangible-asset valuations. He also has experience working on solvency and fairness opinions. Prior to joining VRC, Mr.…
Valuation considerations for rollover equity in PE platform acquisitions.
Now is an ideal time for private company owners to focus on factors that will improve their business value in the event of an opportunity to sell.
Not every company uses the same method for valuation. Recently, VRC and one of its key partners shared insight into their valuation “secret sauce.”
In the second episode of VRC’s video series, we discuss non-controlling interest in private equity deals and step acquisitions.
In the first episode of VRC’s video series, we discuss determining the purchase price allocation in the deal, earnout structures, rollover equity, non-controlling interest in PE deals, and step acquisitions.
Several factors, including the rights and preferences of the rollover equity compared to the private equity sponsor’s shares and the sources of deal financing, have important implications for valuation.
Ms. Lee specializes in business enterprise valuations, purchase price allocations, goodwill impairment testing, and securities valuations for financial and reporting and tax purposes. Ms. Lee…
A video discussion about corporate goodwill, goodwill impairment, and financial analysis techniques that aid in determining if a business combination is living up to performance expectations.
Tax amortization benefit rules differ between countries, and they can also change over time.
Mr. Costa specializes in valuations of businesses, pass-through entities, and intangible assets for financial reporting, tax purposes, Employee Stock Ownership Plans (ESOPs), and exit/succession planning.…
Mr. Jani has experience advising senior management of public and private companies on all major valuation matters, including but not limited to: business enterprise valuations,…
Mr. Woodward specializes in business enterprise valuations, purchase price allocations (ASC 805), impairment analyses (ASC 350), intellectual property valuations, contingent consideration valuations, and the valuation…
Nathan Emanuel specializes in the valuation of machinery and equipment for domestic and international clients. Mr. Emanuel has prepared or assisted in valuations for allocation…
Mr. Coleman specializes in business enterprise valuations, purchase price allocations, and impairment analyses for financial reporting and tax purposes. He has extensive experience in most…
Samuel Roman specializes in the valuation of business enterprises and intangible assets for purchase price allocations and goodwill impairment studies. Prior to joining Valuation Research,…
Originally considered a unique approach to determining the fair value of customer-related assets, the method has become mainstream methodology and evolved into a foundational analytical tool.
Contingent consideration can salvage a business combination when buyer and seller can’t agree on value, which is especially true in a frothy deal environment with high valuations and overpayment concerns.
Mr. Werkheiser has nearly 15 years of experience in the valuation of commercial and industrial real estate for tax reporting, internal planning, insurance, and financial…
A hedge fund client held convertible note in a company that restructured outstanding debt. As part of restructure, the note was exchanged for two separate Term Loans.
Mr. Hagemeier has significant experience with public and private corporate needs including transactional consulting. He specializes in valuation engagements including intangible assets for business combinations,…
Ms. Falcon has extensive experience in business valuation for financial and tax purposes, project management and corporate finance. Prior to joining Valuation Research, Ms. Falcon…
Q&A: How is the Tax Cuts and Jobs Act impacting company value and valuation approaches?
Ms. De La Mora has extensive experience preparing valuations for financial reporting, tax, M&A, and strategic planning purposes utilizing discounted cash flow, guideline company, and…
Mr. Lawrence specializes in financial valuation and valuation-related assignments. His experience includes valuations for purchase price allocation, estate tax planning, limited partnership interests, financing purposes,…
Mr. Van Kirk is a practice leader for closely-held company valuations (estate, FLP, Section 409A) and financial reporting related valuations (ASC 805, ASC 350/360, ASC…
Ms. Tullar has over 25 years of experience specializing in the areas of business valuation, litigation support, complex capital structures, and intangible assets. Prior to…
Jason Storbeck specializes in the valuation of business enterprises, intangible assets for purchase price allocations, goodwill impairment studies, and stock compensation expense for financial reporting…
With over 30 years of experience in valuation, corporate finance and mergers and acquisitions, Steve Schuetz is a Senior Advisor to the firm. Mr. Schuetz…
Mr. Sapnas is a practice leader specializing in the valuation of domestic and international businesses, intangible assets and liabilities for financial reporting and tax compliance…
Mr. Pumphrey has over 15 years of experience in valuation engagements for public and private companies in support of business combinations (ASC 805), impairment testing…
Mr. Piper specializes in business enterprise valuations, purchase price allocations, impairment analyses and intellectual property valuations for financial reporting and tax purposes. He also focuses…
Doug Peterson specializes in the valuation of business enterprises related to mergers and acquisitions, reorganizations, shareholder transactions, tax planning and compliance, and financial reporting. He…
Mr. Patel is co-CEO and senior managing director and is a member of our board of directors. Mr. Patel specializes in the valuation of businesses,…
Mr. Nichols specializes in the valuation of machinery and equipment for domestic and international clients. For over 15 years, he has prepared valuations for allocation…
Ms. Myung specializes in business enterprise valuations, purchase price allocations and impairment analyses for financial and reporting and tax purposes. She is also involved with…
Chad Myers specializes in financial valuation and consulting assignments. His experience includes valuations for purchase price allocation, estate tax planning, limited partnership interests, financing purposes,…
Mr. Mutarelli specializes in business valuations, valuations of intellectual property, and solvency and fairness opinions. He has served clients in most major industries. Prior to…
With over 40 years of experience in the valuation industry, Joseph Mickle appraises both machinery and equipment and real estate. Mr. Mickle has extensive experience…
Mr. Mellen has over 30 years of experience across a wide range of industries providing valuation services in support of tax planning and compliance, strategic…
Mr. Mastil specializes in the valuation of businesses and assets and liabilities for financial reporting purposes. In particular, he focuses on the valuation of intellectual…
Mr. Mainville specializes in the valuation of complex securities such as options, warrants, preferred and common stock in privately-held companies, management incentive plans (including those…
Mr. Law specializes in the valuation of business enterprises, stock options, derivative securities, and intangible assets as well as fairness and solvency opinions for corporate…
Mr. Krapfl specializes in valuations of capital stock, business enterprises, and intangible-assets for financial reporting and tax purposes. In addition, he is involved in developing…
Former Vice Chairman of VRC, Neil Kelly, has over 35 years of financial and valuation advisory experience, which includes providing solvency, fairness, and capital surplus…
Mr. James specializes in business enterprise valuations, solvency and fairness opinions, and valuations of intangible assets. Prior to joining VRC, Mr. James was an intern…
Mr. Hartford specializes in machinery and equipment valuations of major proportion and complexity throughout the United States and abroad. With more than 30 years in…
Mr. Hamilton specializes in the valuation of businesses and assets and liabilities for financial reporting purposes. In particular, he focuses on the valuation of intellectual…
Mr. Flaherty specializes in valuations for financial reporting, incentive compensation, mergers & acquisitions, and tax restructuring/planning purposes. Mr. Flaherty has experience as a valuation advisor…
Mr. Czapla has more than 25 years of experience performing business valuations, valuations of complex securities, valuations of intellectual property, and solvency and fairness opinions.…
Mr. Budyak has over 35 years of valuation experience and specializes in allocation of purchase price engagements, fairness and solvency opinions, bankruptcies and restructurings, and…
Under ASC 805, a PPA analysis allocates the purchase price into acquired assets and liabilities
An industrial property consisting of various manufacturing machinery & equipment was a candidate for an ad valorem tax reduction.
The FASB has sought to simplify the accounting for goodwill impairment for several years.
Within the ASU guidelines, there are two main thresholds to determine if an entity is a business.
A leading commercial agribusiness client in Argentina was interested in selling their company, which was focused on cultivating and producing olive oil, table olives and wines.
We invite you to meet our international affiliate team and learn more about the depth of our capabilities and expertise.
A leading manufacturer of branded food products engaged VRC to estimate the fair value of certain intangible assets acquired in a business combination.
A client who designs, engineers, and manufactures value-added products and systems for automotive and light-vehicle manufacturers acquired an automotive components manufacturer.
A large multinational consumer products company acquired a South American company operating in the same space. VRC was engaged to estimate the value of the PP&E and intangible assets for financial reporting purposes.
VRC was asked by the attorneys representing the seller to provide multiple common stock valuations on a retrospective basis that would withstand a Big 4 audit review under tight deal closing deadlines.