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Types of Services:
C&J Valuation Advisors provide valuation services to public companies, privately-held companies, CPA firms, attorneys, financial planners, banks, and many others. We determine independent and objective valuations in a variety of situations including:
- Succession Planning
- Estate Tax Compliance
- Dispute Resolution
- Divorce
- Stock Ownership Planning
- Buy or Sell Planning
- Purchase Price Allocation
- Impairment Testing
- Fairness Opinions
- Licensing and Royalty Rates
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Valuation Services
Valuation is as much art as science, yet valuation is also a highly technicial field. The ability to judge which valuation approaches and methods are best suited to a company’s specific need and apply it to develop an accurate defendable picture of value requires experience and skill, as well as attention to detail.
Types of Engagements and Reports: If necessary, we provide comprehensive narrative Valuation Opinion reports that support our formal opinion of value as required by the circumstances and need for the value estimate such as in support of the value of an estate for IRS reporting.
In circumstances where not as much detail in the report is desired or indicated, such as in estate/gift planning for instance, a Calculation of Value engagement may suffice and involve less time and expense but still provides a high level of confidence in the results.
And in certain circumstances where even less of a report is desired or required, we might be engaged to act as consultants and to:
- Assist our client’s attorney in assessing the feasibility of a particular legal action involving the value of an interest in an entity.
- Work closely with a client’s management team as their financial advisors in purchase or sale negotiations.
- Consider the feasibility of establishing an ESOP, assessing various growth or divestiture options.
- Helping business owners agree on a value for buy/sell agreement purposes.
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