Business Valuation Services

The professionals of SMS Valuations & Forensic Services, LLC assist accountants from the Big Four to boutique firms. In fact, our work has been reviewed by the premier accounting firms in the country, as well as the Security & Exchange Commission (SEC) and the Internal Revenue Service (IRS).

Financial Statement Reporting - Fair Value

• Business Combinations/Acquisitions for Financial Reporting
• Impairment studies on goodwill and other intangible assets
• Restricted stock valuations
• Valuation of employee stock options
• Valuation of warrants
• Transactions and financings
• Financial advisors to independent board committees

Tax Compliance

• Closely held stock valuations for family gifting and estate tax compliance
• Business valuations for corporate restructurings and related tax planning
• Stock option valuations under IRC Section 409a
• Business & intangible asset valuations in connection with Subchapter S tax status
• Intellectual property valuations
• Restricted stock valuations for family gifting and estate tax compliance
• Valuation of covenants not to compete

Litigation Support

• Business damages
• Lost profits analyses
• Contract disputes
• Buy - Sell agreements
• Review of expert reports for potential rebuttal testimony or cross examination
• Analysis of complex business issues from a valuation perspective
• Marital dissolution
• Valuation of closely held or publicly traded securities

Corporate Valuation Services

• Buying/selling a business or an ownership interest in a business
• Fairness and solvency opinions
• Going public
• Reorganizing family-owned businesses
• Partner and shareholder disputes
• Determining the value of Family Limited Partnerships