ANSWERS TO THE MOST CRITICAL QUESTIONS FACING BUSINESS LEADERS
Something as important as determining the fair market value of your business assets requires the experience and expertise of a proven professional. That’s why leaders from a wide range of industries turn to the highly experienced specialists at Sikich to handle their most complex and critical valuation cases. Whether we’re working directly for a corporation or with counsel, we provide a wealth of expertise and a level of support that is unrivaled in the industry. And our proven track record illustrates that our support is vital to optimizing outcomes. Our valuation team has provided expert witness testimony in state and federal litigation matters, bankruptcy courts, U.S. tax court, and alternative dispute resolution forums.
SERVICES TO MEET YOUR BUSINESS NEEDS
TAXATION
- Estate and gift tax
- Charitable contributions
- Income tax
- Intangible assets
- C Corporation conversion to S Corporation
- Ad valorem/property tax services
- Discount studies
- Excess compensation/private inurement opinions for not-for-profit transactions
FINANCIAL STATEMENT REPORTING
- Goodwill impairment
- Intangible and fixed asset impairment
- Fair value presentation
- Purchase price allocation
- Portfolio valuation and fund advisory
- Stock option and equity interests as compensation
- Illiquid investments
CORPORATE PLANNING & FINANCING
- Strategic planning and pre-deal advisory
- Buy-sale and shareholder agreements
- Succession planning
- Exit strategy
- Staging a business for maximum value upon sale
- ESOP valuation
- Collateral analysis
- Fairness and solvency opinions
- Investment analysis
- Financial modeling
- Related party transactions
- Corporate reorganization
HEALTHCARE VALUATION
- Physician practices
- Ambulatory surgical centers
- Hospitals and healthcare systems
- Nursing homes
Our valuation team holds the following valuation credentials: Accredited Senior Appraiser (ASA), Accredited in Business Valuation (ABV), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Certified Valuation Analyst (CVA) and Certified Member of Institute for Professional in Taxation/Property Tax (CMI).
Related Experts
Mary O’Connor
Mary O’Connor
