Valuation is often defined as a prophecy of future expectations for a business. To achieve those expectations – whether for a business owner’s exit plan, required financial and tax reporting or to prepare for an acquisition – it is critically important for business owners, private company executives, CFOs and corporate controllers to have a full understanding of company value.
Valuations form the foundation for key aspects of private company strategic planning, estate planning, financial reporting, litigation, mergers, acquisitions, stock option grants, tax reporting and succession or exit planning.
As an independent, third-party valuation firm with an international office footprint, VRC’s unrivaled network of professionals delivers valuations and value-related services to privately and closely held businesses, professional practices and not-for-profit organizations. Clients receive a powerful combination of responsive, timely, personal service provided by a valuation partner who gets to the right values that stand up to current and future scrutiny.
Privately Held Company Services
Allocation of Purchase Price
Under ASC 805, a PPA analysis allocates the purchase price into acquired assets and liabilities
Employee Stock Ownership Plans (ESOP)
Feasibility studies, valuations, transaction design & structuring for Employee Stock Ownership Plans (ESOPs)
Exit & Succession Planning
Valuations are key to assisting business owners who are ready to transition their business
Annual impairment testing services supporting ASC 350 compliance, including underlying assets associated with reporting units
Intellectual Property & Other Intangible Assets
Categorized as marketing/brand, customer, artistic, contract or technology-based assets, must be valued under ASC 805 & ASC 350
International Business Combinations
Multinational firms pursuing M&A strategies face additional international financial & tax reporting requirements
IPO Readiness & Equity Compensation
Companies need valuations for various forms of equity-based compensation. Early-stage companies need a valuation health-check, pre-IPO
Mergers & Acquisitions
ASC 805 & ASC 350 make it critical for buyers & sellers to consider how a transaction impacts financial reporting
Changes in corporate structure or ownership, a bankruptcy or a recapitalization can trigger the need for a valuation
Valuations for real estate, real property, machinery & equipment, lifting studies and more