Pablo Alfaro

Mr. Alfaro specializes in valuing complex securities including options, warrants, convertible bonds, and preferred and common stock in privately-held companies. He has extensive experience valuing…

Older & Wiser: The Evolution of 409A

As startups stay private for longer periods of time, their common stock valuation (409A) history is likely to be scrutinized if they pursue an IPO.

Dwight Grant

In his role as Senior Advisor to VRC, Mr. Grant advises VRC and clients on the valuations of financial instruments, derivatives, and complex securities related…

Lucy Lee

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…

Charles Costa

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.…

Valuation Issues in the U.S.

Valuations in the U.S. are generally required around a transaction and can be grouped by needs for financial reporting, tax, or legal purposes, as well as for compliance or recurring regulatory purposes outside of a transaction.

Valuation Issues in Argentina

Argentina has five main valuation practice characteristics that companies must remain mindful of during the decision-making process when pursuing business transactions in the country.

Valuation Issues in Brazil

When it comes to business combinations and asset acquisitions, Brazilian standards require the determination of the fair value assets and liabilities at their acquisition date.

Sean Woodward

Mr. Woodward specializes in business enterprise valuations, purchase price allocations, impairment analyses, intellectual property valuations, and stock compensation expense for financial and tax reporting purposes.…

What’s Ahead for Private Equity?

As seen in the Jan. 2019 issue of Mergers &  Acquisitions magazine, Jeff Miller discusses potential expected trends for PE firms in 2019.