The conference is a premier event for valuation and litigation professionals focused on emerging trends, best practices, and technical developments in business valuation and financial forensics.
Explore Q3 2026 M&A trends, private equity activity, software valuation shifts, private credit restructuring, and key regulatory developments.
The expansion of U.S. tariffs has heightened the economic consequences of intercompany pricing decisions, making coordinated customs and transfer pricing planning more important than ever.
Mr. Kutz specializes in valuation engagements for public and private companies in support of business combinations (ASC 805), impairment testing (ASC 350 & 360), stock-based…
Year-end planning now requires closer coordination between tax strategy and valuation as legislative and trade developments continue to reshape business decisions.
Mr. Walsh specializes in the valuation of business enterprises, equity, and intangible assets for tax reporting and financial reporting purposes. Prior to joining VRC, Mr.…
Mid-year update highlights the most relevant trends shaping M&A, Private Equity, and Private Credit
Debt forgiveness may trigger CODI, generating significant tax liabilities.
Effective parachute planning integrates compensation strategy, tax rules, valuation discipline, and legal compliance.
Before considering a deal, it’s helpful to have a clear understanding of the three common methodologies used to value private businesses.
Favorable estate and gift outcomes depend on proper documentation and sound valuations.
Mr. McCann has extensive experience preparing valuations for a variety of purposes, including financial reporting, tax compliance, mergers and acquisitions, ESOPs, and litigation matters. He…
New tax provisions under the OBBBA affect how companies model after-tax cash flows, R&D expenses, and global valuation impacts.
Mr. Daury specializes in valuations of business enterprises, pass-through entities, and privately-held debt and equity securities for financial reporting, tax purposes, and exit/succession planning. Prior…
The impact of OECD and IRS guidance on credit rating, debt capacity, and interest rates.
Ms. Muhmel specializes in the valuation of machinery and equipment. She has nearly 10 years of experience valuing PP&E for financial and tax reporting, internal…
The recent imposition of tariffs on U.S. imports has sent shockwaves through the global economy, with far-reaching implications for international trade, supply chains, and tax valuation.
As trade tensions escalate and tariffs take hold, the U.S. deal market is starting to feel the pinch.
Mr. Barat specializes in valuation engagements for public and private companies in support of business combinations (ASC 805), impairment testing (ASC 350 & 360), stock-based…
Mr. Gregorcy has over 35 years of experience in global tax management with significant leadership in tax strategy, planning, and compliance. He held key leadership…
Article provides a close look at purchase price allocations, Section 382 limitation calculations, tax receivable agreements, and more.
Mr. Bohland specializes in business enterprise valuations, intangible-asset valuations, and private company valuations for gift and estate planning. Additionally, he completes solvency opinions for public…
Increased analysis within financial reporting comes with increased levels of analysis required for tax reporting.
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.
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,…
Mr. Jacobs has over 40 years of experience in performing business valuations across all industry segments. For more than 25 years, he has specialized in…
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,…
One of the key differences in valuations for tax vs. financial reporting lies in the definition of value.
Mr. Wu specializes in the valuation of business enterprise, intangible assets and liabilities for M&A, financial and tax reporting, and other strategic matters. He has…
Mr. Lazarov has over 15 years of experience in valuation advisory spanning from pre-revenue start-ups to late-stage, middle market companies for a variety of purposes…
Why do public companies, private equity firms, and asset managers rely on VRC for their critical valuation and advisory service requirements?
Watch and learn why VRC is a great place to work!
Mr. Gottfried specializes in business enterprise, credit/debt instruments, equity, intangible asset and portfolio valuations. He has over 15 years of experience in planning, facilitating and…
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…
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…
Mr. DeLorenzo is part of the portfolio valuation group specializing in valuations of privately-hold debt securities, equity securities, other structured securities, and business enterprises for…
Identifying, measuring,and applying the adjustment for EO can be a complex and iterative process.
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…
Sweeping changes to the utilization of NOLs have occurred as a result of the Coronavirus Aid, Relief & Economic Security Act (CARES Act) in 2020.
Seth Eatman has been working in the valuation of commercial and industrial real estate since 2011. He specializes in valuations for financial reporting, tax reporting,…
Dan Brodzik has over 10 years of experience in the valuation of commercial and industrial real estate for financial reporting, tax reporting, insurance, and internal…
Businesses facing financial stress may need to restructure through an out-of-court workout, a Chapter 11 reorganization, or a Chapter 7 liquidation. In all cases, an objective valuation is a critical component.
For companies emerging from bankruptcy, establishing reorganization value is the foundation of the fresh start reporting process.
How have in-house tax executives transitioned valuation considerations to mission-critical?
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.…
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…
Tax benefits exist for companies that distinguish real versus personal property. However, legal nuances, if interpreted inaccurately, can bring significant economic consequences.
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…
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.
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,…
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.
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…
Those seeking dissolution under California Corporations Code Section 2000 need to understand the role of appraisers as well as the ramifications of the standard and premise of value.
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…
VRC helps organizations navigate complex tax requirements, reduce risk, and make informed planning decisions with independent, defensible valuations designed to withstand regulatory scrutiny.
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.
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…
Dan Peterson is responsible for business development in the Milwaukee office. He regularly works with public and private companies and private equity firms, assisting them…
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,…
Ms. Marsac specializes in business enterprise valuations and intangible-asset valuations. Additionally, she completes valuations of financial instruments including preferred and common stock in complex structures…
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…
Mr. Meyers co-leads the San Francisco and Los Angeles offices of VRC. He has nearly 30 years of financial and valuation advisory experience, which includes…
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. 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. Budyak has over 40 years of valuation experience and specializes in allocation of purchase price engagements, fairness and solvency opinions, bankruptcies and restructurings, and…
Changes in corporate structure or ownership, a bankruptcy or a recapitalization can trigger the need for a valuation
NOL carryforwards are a valuable asset & ownership or equity changes can trigger a valuation requirement
Support for litigation, developing & providing direct testimony, arbitration and depositions
U.S. domestic & global tax laws require valuation experts who understand the intricacies of tax reporting
Valuation can provide the basis for the cost segregation exercise & resulting acceleration of depreciation deductions
An industrial property consisting of various manufacturing machinery & equipment was a candidate for an ad valorem tax reduction.
A shareholder of a closely-held hedge fund was not receiving the appropriate level of compensation per agreement with the controlling interest shareholder.
A valuation of the property in question, obtained from an independent valuation provider, is critical to building an ad valorem case.
Property taxes were levied on only real property portion of a hospital, key to analysis was separating the value of the business ops from that of real property.
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.
A leading international producer of nitrogen products acquires a nitrogen manufacturing company requiring a valuation for allocation of purchase price according to ASC 805.
We were retained by a leading provider of wireless messaging and information services to provide various valuation services for reorganization under Chapter 11 of the U.S. Bankruptcy Code.
