Whether it’s a contentious litigation, a shareholder buyout or IRS audit, having a credible valuation expert is critical. Credibility comes from the combination of preparation, expertise, integrity and consistency. For more than 20 years, Evergreen has helped clients navigate difficult valuation and transaction matters. Our staff of credentialed valuation professionals have a proven track record of developing and supporting well-reasoned opinions that withstand scrutiny.
Each valuation engagement presents a unique set of demands, which can be difficult to navigate. An in-depth knowledge of valuation standards, tax, case law, and GAAP (“Generally Accepted Accounting Principles”) is required to ensure appropriate methods and approaches are applied. Evergreen’s credentialed Business Valuation experts appreciate and understand these requirements and have extensive industry experience.
- Estate & Gift Tax Planning
The Fair Market Value opinions of Evergreen Advisors are regularly sought by the leading legal and accounting firms in our market for a variety of purposes including federal estate and gift tax planning matters. Whether the need is for a valuation of privately-held assets held in an estate, or the valuation of privately-held stock made as a gift to family members or charitable contributions, Evergreen’s extensive experience in estate and trust tax matters provides our clients with credible and defendable valuations required for the Internal Revenue Code compliance. For our corporate clients, we also offer our valuation services for income tax purposes, which include S conversions, corporate spin offs, and taxable distributions.
- Fair Value for Financial Reporting
The business valuation opinions of Evergreen’s Business Valuation Group are sought by accounting firms and their clients for financial reporting purposes. Our specialists are familiar with Fair Value standards required for GAAP and provide valuation opinions for intangible assets included in acquisition transactions. Our valuations are typically required to support purchase price allocations, testing for goodwill impairment, and equity based compensation.
- Equity Incentive Plans (409A)
Increasing productivity and profitability through equity based compensation arrangements is a strategy often sought by owners of both emerging and established businesses. The issuance of stock options, stock appreciation rights, or other forms of equity based compensation including ESOPs can involve complex accounting, business, valuation, and taxation issues. Evergreen Advisors assists our clients in tailoring plan provisions for your business, identifying the cost and impact of various alternatives, and evaluating appropriate value drivers. Finally, we can provide our clients with business valuation opinions of equity for tax and financial reporting purposes.
- Fairness & Solvency Opinions
When approving an acquisition transaction, the Boards of private and public companies routinely seek independent, expert advice as part of their fiduciary obligations to act in the best interests of their shareholders. Evergreen Advisors provides opinions to the Boards of these companies as to whether the consideration in a transaction received is fair, from a financial point of view, to the company’s shareholders. We also provide opinions as to whether, following a debt leveraging transaction, a company is solvent under state bankruptcy guidelines in connection with corporate dividend recapitalizations.
- Transaction Support
The most important issue buyers and sellers of privately-held companies are confronted with is that of value. Evergreen Advisors often provides Business Valuation Advisory Services with respect to validating or establishing a buy/sell price in connection with a transaction. As the sale process frequently occurs over several months, we also provide our clients with ongoing assessments of value based upon the target’s performance, industry trends and economic events. As part of our analysis, we routinely supplement our valuation opinions with information on actual transaction structures in the client’s industry
- Employee Stock Ownership Plan
We understand that a well-documented, independent, unbiased valuation of an ESOP company’s stock is a critical part of the process. ESOP transactions are regulated by the Department of Labor (DOL), and the typically have significant tax implications. Therefore, an ESOP valuation must be able to withstand potential challenges from multiple parties including the DOL, the IRS and the company’s employees.
Contact us at firstname.lastname@example.org for more information on our Valuation Services.