George Valuation Advisors performs business valuations for a wide variety of needs, including:
Tax compliance
Financial statement reporting compliance
Employee stock ownership plans
Corporate valuation services
Litigation support
Our work has been reviewed and accepted by the major agencies of the federal government charged with regulating business transactions, as well as the largest accounting and law firms in the nation, in connection with transactions involving their clients.
Tax Compliance
Sound valuations are a critical element of successful tax-planning strategies. George Valuation Advisors opinions of value are well reasoned and well documented. For that reason, the overwhelming majority of the time, the IRS and other taxing authorities have accepted our analyses. However, in the event of a dispute, our well documented reports provide critical support for any potential challenge.
George Valuation Advisors provides the following services related to tax compliance:
Closely held stock valuations for gift and estate planning and compliance
Business valuations for corporate restructurings & related tax planning
Valuation of family limited partnerships and limited liability companies
Minority interest, marketability, blockage and other discount studies
Business & intangible asset valuations in connection with Subchapter S tax status
Intellectual property valuations
Valuations for charitable donations
Financial Statement Reporting
In the current accounting environment, regulators have heightened their efforts to protect the investing public by adopting new rules to account for business combinations and other financial reporting matters. George Valuation Advisors professionals possess a depth of knowledge of regulatory requirements and are specialists in fundamental analysis and valuation techniques associated with enterprises and intangible assets.
George Valuation Advisors performs numerous business valuations each year for financial statement reporting purposes, including:
Employee stock options
Purchase price allocations
Impairment studies on goodwill and other long-lived intangible assets
Valuation of intangible assets and their respective economic lives
Restricted stock
Our approach to client service is to work with our clients as part of a team of advisors. This team can include attorneys, accountants, tax, and financial advisors. George Valuation Advisors offers unbiased opinions of value, and our opinions of value are grounded in well-reasoned and supportable conclusions.
Employee Stock Ownership Plans
An employee stock ownership plan (ESOP) is a type of defined contribution benefit plan that buys and holds company stock. ESOPs are often used in closely held companies to buy part or all of the shares of existing owners. As an employee benefit plan, trustees are required to inform plan beneficiaries of the value of their account. George Valuation Advisors provides annual valuations for numerous companies and trustees across the region. We provide the following services for ESOP clients:
Annual appraisals for plan trustees
Fairness opinions
Financial advisory services for plan trustees
Corporate Valuation Services
We provide the following corporate valuation services to business clients:
Valuation related to buy-sell agreements
Valuation for employee stock options
Royalty rate valuation analyses
Valuation of professional practices and practice ownership interests
Allocation of personal and corporate goodwill
Valuation for sale or going public
Fairness opinions
Litigation Support
George Valuation Advisors brings superior analytical insight and almost 20 years of experience to litigation support. A representative sample of some of our litigation support services include:
Business damages
Family law and marital dissolution
Tax-related controversies
Review of expert reports for potential rebuttal testimony or cross examination purposes
Analysis of complex business issues from a valuation perspective
George Valuation Advisors has been engaged by some of the premier professional firms in the country.
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