The SEC’s recent statement highlights increased focus on private credit valuations, disclosures, and fair value practices. See the key considerations for fund managers.

Valuation Research Corp.

Estate Planning Valuation Considerations for Privately Held Businesses Preparing for Sale

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.

Ready. Set. IP-whoa.

Valuations are a requirement throughout the IPO process. Management teams are well-advised to seek professional expertise early to avoid missteps and save time, efforts, and cost.

Consumer Products

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.

NOL Carryforwards

NOL carryforwards are a valuable asset & ownership or equity changes can trigger a valuation requirement

Employee Stock Ownership Plans (ESOP)

Feasibility studies, valuations, transaction design & structuring for Employee Stock Ownership Plans (ESOPs)

Tangible Assets: Real Estate & M&E

Valuations for real estate, real property, machinery & equipment, lifing studies and more

Manufacturing

An industrial property consisting of various manufacturing machinery & equipment was a candidate for an ad valorem tax reduction.