VRC Leaders to Present at M&A Science Spring Summit
Patel, Sapnas and Mellen will delve into the state of valuation in 2024 and share insights into the current market environment.
Patel, Sapnas and Mellen will delve into the state of valuation in 2024 and share insights into the current market environment.
Dive into the complexities of valuing intangible assets for tax purposes and unravel the differences between Fair Market Value and Arm’s-Length Standards.
The value of a non-compete may help lower the tax bill, but it needs to be appropriately valued to avoid potential scrutiny by tax authorities.
Honored by The M&A Advisor Awards for Valuation Firm of the Year!
In the year ahead, expectations are for transformative deals by increased cross-border activity, a positive private equity outlook, ESG considerations, global tax changes, and more.
Firm receives top industry honors for the eleventh consecutive year.
Business owners preparing for a sale but still needing to execute their estate plan may see beneficial opportunities in using a common estate planning tool.
One of the key differences in valuations for tax vs. financial reporting lies in the definition of value.
New FASB guidance allows companies to apply the revenue recognition standard (ASC 606).
The continued growth of goodwill raises the stakes for U.S. & international standards setters considering changes to the way companies account for the assets.
Before making a purchase, acquirers should make sure a plan is in place to maximize the value of the acquired brand.
As public companies enter the traditional fourth-quarter impairment testing period, two big question marks are hanging over the market…
Developing valuations in a COVID-affected economy means taking new, altered views of a company along with making industry analysis de rigueur.
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 market downturns, can we anticipate the impact on control premiums? VRC analyzed the data.
In the second episode of VRC’s video series, we discuss non-controlling interest in private equity deals and step acquisitions.
How have in-house tax executives transitioned valuation considerations to mission-critical?
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.
Patel: In today’s environment where companies are more intangible asset-based rather than tangible asset-based, there’s probably an evolution that needs to happen in terms of how you value inventory.
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.
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.
Want to crush your fantasy football championship? Take a page out of a valuation professional’s playbook.
Tax amortization benefit rules differ between countries, and they can also change over time.
Quick-hit visual summaries of the leading economic and financial indicators in major economic markets.
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.
Nearly a year since the Tax Cuts and Jobs Act was signed, there are still a number of questions about how to apply the new law but some areas, such as valuation, are beginning to get some clarity.
Allocating a portion of proceeds from the sale of assets of a private company to the personal goodwill of a major shareholder can result in significant tax benefits to buyer and seller.
“We’ve come a long way in terms of determining how to calculate fair value.”
VRC provided a required valuation of tangible and intangible assets for a Master Limited Partnership (MLP) client in support of a purchase price allocation. There were no detailed fixed asset records; VRC needed to overcome significant data limitations.
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.
During robust M&A cycles, donor-advised funds tend to become popular philanthropic vehicles.
With limited authoritative guidance around inventory valuation best practices in business combinations, these modifications may improve the valuation process.
We were retained by an energy production company whose subsidiary acquired distressed energy assets from an energy & production company. In selecting a valuation methodology, we needed to consider the significant divergence in the enterprise value of the business versus the un-discounted value of the assets given the dramatic drop in commodity prices at the time.
California Corporations Code Section 1203 requires an affirmative fairness opinion to provide target shareholders with greater protection in takeover transactions.
Q&A: How is the Tax Cuts and Jobs Act impacting company value and valuation approaches?
What issues must board members contemplate when facing a competitor’s takeover offer?
50 percent of M&A deals fail. How can a board avoid deal failure before an acquisition?
A PE-sponsored cloud based provider granted equity compensation incentives to executives. To comply with financial reporting requirements of Accounting Standards Codification 718 (ASC 718), the provider engaged VRC to determine the fair value of the issued units.
A brand valuation that estimated the fair value of intangible assets acquired in a business combination was needed by a personal care product company for the sale of its branded and private label products.
A technology company was purchased by large private equity investor. With the purchase price set, the new entity was capitalized with debt and three different types of equity securities.
ASC 805 & ASC 350 make it critical for buyers & sellers to consider how a transaction impacts financial reporting
A valuation partner who understands the role and responsibilities of the tax professional can bridge solutions to meet acquisition objectives.
Valuations need to meet the requirements of all stakeholders – corporate development, financial reporting & tax. Can it be done?
The role of the CFO and the corporate controller’s group continues to grow and evolve into a critical position with the deal team.
Whether it is the original deal price, accounting related issues, or tax-related issues, you really have to have all of those parties on the same page, speaking the same language and communicating. Valuation is at the center of that.
The FASB has sought to simplify the accounting for goodwill impairment for several years.
In order to comply with Accounting Standards Codification 815 (ASC 815), an early stage pharmaceutical company asked VRC to analyze the entire convertible callable note and determine the fair market value of each of the embedded derivatives.
Within the ASU guidelines, there are two main thresholds to determine if an entity is a business.
A private equity sponsored cloud based provider of manager content, enterprise lending services granted certain management incentive units to participating executives, as compensation to incentivize management performance.
FASB guidance addresses inconsistency and weakness in existing revenue recognition and lease accounting requirements.
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 shareholder of a closely-held hedge fund was not receiving the appropriate level of compensation per agreement with the controlling interest shareholder.
In several instances, the knowledge gained from valuation support in the due diligence phase results in modifications or cancellations of transactions.
A leading manufacturer of branded food products engaged VRC to estimate the fair value of certain intangible assets acquired in a business combination.
Golden parachute payments may be made to disqualified individuals contingent upon a change in control.
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.
ASC 805 provides guidance for whether it is contingent consideration or compensation.
Auditors have increased scrutiny around management forecasts which provide the foundation for valuation methods based on an income approach.
Identifying and valuing intangible assets in advance of a purchase has become a valuable step in the due diligence process.
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.