CORPORATE ADVISORY
Business Valuation
Evergreen Advisors is your trusted leader in business valuation, delivering independent, objective opinions that provide a solid foundation for critical decisions. Our team of credentialed
valuation professionals leverages over two decades of experience, rigorous financial analysis, and deep industry expertise to produce well-reasoned valuations that withstand scrutiny across a wide range of applications, including financial reporting, tax compliance, litigation support, and more.
Recent Transactions
Business Valuation
Business Valuation
Business Valuation
Business Valuation
Fairness Opinion
Fairness Opinion
Business Valuation
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Business Valuaton
Business Valuation
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Business Valuation
Business Valuation
Navigating Complex Valuations with Confidence
Combining deep expertise in valuation standards, tax regulations, case law, and Generally Accepted Accounting Principles (GAAP) with extensive industry knowledge, our Business Valuation team ensures accurate and reliable valuations. We tailor our methods and approaches to meet the unique needs of each client, providing insights that drive informed decisions.
We can provide you with:
Financial Reporting
- Business Combinations (ASC 805)
- Goodwill Impairment Testing (ASC 350)
- Embedded Derivatives (ASC 815)
Tax Compliance
- 409A Valuations
- Estate, Gift, and Income Taxes
- Carried Interest
Transaction Support
- Valuation/Pricing Advisory
- Cap Table Consulting
- Waterfall Analysis
Fairness Opinion
- Independent Financial Analysis
- Transaction Fairness Assessment
- Board of Directors Advisory
ESOP Advisory
- Annual ESOP
- ESOP Transaction Structuring
Litigation Support
- Shareholder Disputes/Divorce
- Expert Witness Testimony
Business Planning
- Partnership Structuring
- Equity Incentive Plans
- Buy/Sell Agreements
Portfolio Valuations
- Investor Reporting
- Firm Governance
- Financial Reporting
Discover the True Value of Your Business with Our Expert Valuation Team
In the world of business valuation, quality, responsiveness, experience, and reputation are paramount. Our in-house valuation experts are committed to delivering the most accurate and insightful assessments of your business’s worth.
Here’s why partnering with us is a game-changer:
Unlike automated solutions, our thorough approach and attention to detail guarantee that every valuation we produce is a precise, trustworthy foundation for your critical business decisions, maintaining a level of quality that automation simply cannot replicate.
We leave no stone unturned, analyzing every aspect of your business to deliver results you can confidently stand behind.
In the fast-paced business environment, timely and responsive service is crucial. Our team is always ready to address your needs and provide prompt updates, ensuring that you are never left in the dark. We pride ourselves on our ability to deliver swift and effective solutions tailored to your unique situation.
Experience in this industry matters, and our team brings decades of combined expertise to the table. We have successfully guided countless businesses through the valuation process, helping them uncover hidden value and achieve their strategic goals.
With an understanding of the nuances of various industries, we provide you with insights that only come from years of hands-on experience.
Our reputation speaks for itself. Trusted by countless industry leaders, we have built a name synonymous with integrity and reliability.
Our valuations are respected and trusted by regulatory
bodies, courts, and stakeholders alike, giving you the assurance that you are working with the best in the field.
Spotlight on Our Fairness Opinion Valuations
A fairness opinion is an independent assessment of the fairness of the consideration being paid or received in a transaction. It safeguards shareholders, directors, and management by ensuring proposed deal terms are fair and reasonable.
Obtaining an independent fairness opinion is essential when navigating complex transactions that impact shareholder value. Our valuation experts provide unbiased, well-reasoned fairness opinions to guide you through challenging situations with confidence, including:
- Competing bids with varying price and structure, causing shareholder and management disagreements.
- Unsolicited offers or hostile takeovers.
- Offers involving insiders or affiliates, potentially leading to conflicts of interest.
- The need to demonstrate to shareholders that management is ensuring a fair deal for all parties.
- Complex restructurings or recapitalizations that would require an impartial evaluation to ensure fairness.
Our Leadership Team
Featured Insights
“When the decision was made to consider the sale of our second-generation family business, we turned to Evergreen as our trusted advisors. They provided the guidance, insight and direction to navigate through the complexities of finding the right company to become the next caretakers of the legacy that our family created- and we could not be more pleased with the outcome. Thank you, Rick Kohr, Justin Horsman and the Evergreen team.”
“Evergreen Advisors provided invaluable guidance throughout the entire process. Their
expertise, knowledge, efficient process and 24/7 communication and access allowed us
to both successfully achieve our transaction goals and find an ideal home for our
business.”
“Evergreen Advisors provided invaluable guidance throughout the entire process. Their
expertise, knowledge, efficient process and 24/7 communication and access allowed us
to both successfully achieve our transaction goals and find an ideal home for our
business.”
“Evergreen Advisors was the essential element that made this merger come together. They offered deep experience and expert advice, and they kept our goals front and center throughout the process. Combined with Cadmus, our Wheelhouse team has an exciting future ahead, and I’m grateful to our Evergreen team for helping to make that happen.”
“Evergreen has assisted Nutramax with valuation services for many years. They take the time to really understand the changes in our business and engage in a meaningful dialogue regarding the assumptions that drive the valuation of our privately-held company.”
“When the decision was made to consider the sale of our second-generation family business, we turned to Evergreen as our trusted advisors. They provided the guidance, insight and direction to navigate through the complexities of finding the right company to become the next caretakers of the legacy that our family created- and we could not be more pleased with the outcome. Thank you, Rick Kohr, Justin Horsman and the Evergreen team.”
“Evergreen has assisted Nutramax with valuation services for many years. They take the time to really understand the changes in our business and engage in a meaningful dialogue regarding the assumptions that drive the valuation of our privately-held company.”
“Evergreen Advisors was the essential element that made this merger come together. They offered deep experience and expert advice, and they kept our goals front and center throughout the process. Combined with Cadmus, our Wheelhouse team has an exciting future ahead, and I’m grateful to our Evergreen team for helping to make that happen.”
“Evergreen Advisors provided invaluable guidance throughout the entire process. Their
expertise, knowledge, efficient process and 24/7 communication and access allowed us
to both successfully achieve our transaction goals and find an ideal home for our
business.”
“When the decision was made to consider the sale of our second-generation family business, we turned to Evergreen as our trusted advisors. They provided the guidance, insight and direction to navigate through the complexities of finding the right company to become the next caretakers of the legacy that our family created- and we could not be more pleased with the outcome. Thank you, Rick Kohr, Justin Horsman and the Evergreen team.”
“Evergreen has assisted Nutramax with valuation services for many years. They take the time to really understand the changes in our business and engage in a meaningful dialogue regarding the assumptions that drive the valuation of our privately-held company.”
“Evergreen Advisors was the essential element that made this merger come together. They offered deep experience and expert advice, and they kept our goals front and center throughout the process. Combined with Cadmus, our Wheelhouse team has an exciting future ahead, and I’m grateful to our Evergreen team for helping to make that happen.”
“Evergreen Advisors was the essential element that made this merger come together. They offered deep experience and expert advice, and they kept our goals front and center throughout the process. Combined with Cadmus, our Wheelhouse team has an exciting future ahead, and I’m grateful to our Evergreen team for helping to make that happen.”
“When the decision was made to consider the sale of our second-generation family business, we turned to Evergreen as our trusted advisors. They provided the guidance, insight and direction to navigate through the complexities of finding the right company to become the next caretakers of the legacy that our family created- and we could not be more pleased with the outcome. Thank you, Rick Kohr, Justin Horsman and the Evergreen team.”
“When the decision was made to consider the sale of our second-generation family business, we turned to Evergreen as our trusted advisors. They provided the guidance, insight and direction to navigate through the complexities of finding the right company to become the next caretakers of the legacy that our family created- and we could not be more pleased with the outcome. Thank you, Rick Kohr, Justin Horsman and the Evergreen team.”
“Evergreen Advisors provided invaluable guidance throughout the entire process. Their
expertise, knowledge, efficient process and 24/7 communication and access allowed us
to both successfully achieve our transaction goals and find an ideal home for our
business.”
“Evergreen Advisors was the essential element that made this merger come together. They offered deep experience and expert advice, and they kept our goals front and center throughout the process. Combined with Cadmus, our Wheelhouse team has an exciting future ahead, and I’m grateful to our Evergreen team for helping to make that happen.”
“Evergreen Advisors provided invaluable guidance throughout the entire process. Their
expertise, knowledge, efficient process and 24/7 communication and access allowed us
to both successfully achieve our transaction goals and find an ideal home for our
business.”
“When the decision was made to consider the sale of our second-generation family business, we turned to Evergreen as our trusted advisors. They provided the guidance, insight and direction to navigate through the complexities of finding the right company to become the next caretakers of the legacy that our family created- and we could not be more pleased with the outcome. Thank you, Rick Kohr, Justin Horsman and the Evergreen team.”
“When the decision was made to consider the sale of our second-generation family business, we turned to Evergreen as our trusted advisors. They provided the guidance, insight and direction to navigate through the complexities of finding the right company to become the next caretakers of the legacy that our family created- and we could not be more pleased with the outcome. Thank you, Rick Kohr, Justin Horsman and the Evergreen team.”
“Evergreen Advisors provided invaluable guidance throughout the entire process. Their
expertise, knowledge, efficient process and 24/7 communication and access allowed us
to both successfully achieve our transaction goals and find an ideal home for our
business.”
“Evergreen has assisted Nutramax with valuation services for many years. They take the time to really understand the changes in our business and engage in a meaningful dialogue regarding the assumptions that drive the valuation of our privately-held company.”
“Evergreen has assisted Nutramax with valuation services for many years. They take the time to really understand the changes in our business and engage in a meaningful dialogue regarding the assumptions that drive the valuation of our privately-held company.”
“Evergreen Advisors provided invaluable guidance throughout the entire process. Their
expertise, knowledge, efficient process and 24/7 communication and access allowed us
to both successfully achieve our transaction goals and find an ideal home for our
business.”
“Evergreen Advisors was the essential element that made this merger come together. They offered deep experience and expert advice, and they kept our goals front and center throughout the process. Combined with Cadmus, our Wheelhouse team has an exciting future ahead, and I’m grateful to our Evergreen team for helping to make that happen.”
“Evergreen has assisted Nutramax with valuation services for many years. They take the time to really understand the changes in our business and engage in a meaningful dialogue regarding the assumptions that drive the valuation of our privately-held company.”