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.
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.
River Paison
Mr. Paison specializes in valuations for business combinations (ASC 805), impairment testing (ASC 350), employee equity compensation (ASC 718 / §409A), gift and estate tax…
Mercedes Falcon
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…
Jason Storbeck
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…
Anthony Pumphrey
Mr. Pumphrey has over 10 years of experience performing business enterprise valuations, purchase price allocations, impairment analyses, and the valuation of claims within complex capital…
Kevin Meyers
Mr. Meyers has more than 20 years of financial and valuation advisory experience, which includes fairness and solvency opinions and valuation opinions for M&A, investment,…
10 Years Older, 10 Years Wiser: 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.