|
|
 Valuation Services |
|
|
|
The legal and business communities rely on MWE for credible, defensible valuations. |
|
 |
Valuation Services
• Bankruptcy plan issues
• Buy/sell agreements
• Charitable contributions
• Damage calculations and other litigation claims
• Dissenting and oppressed shareholder suits
• Employee stock ownership plans
• Estate and gift tax planning
• Family limited partnerships
• Goodwill impairment and testing (SFAS 142)
• Initial public offerings
• Intangible asset valuations, including goodwill (SFAS 141)
• Loan negotiations
• Lost profits/business interruption
• Matrimonial actions
• Mergers and acquisitions
• Stockholder disputes
• Succession planning
|
|
Experience, independence, reliability and integrity form the basis of sound valuation conclusions that can withstand the rigors of scrutiny. These are the guiding principles that dictate the performance of valuation services in support of dispute resolutions, business assessments, ownership transitions, or other circumstances under which an expert opinion of value is relevant.
Founded in 1946, Margolin Winer & Evens LLP is one of the largest accounting and business advisory firms in the Northeast. Over the years, MWE has served the business and legal communities in the highly focused area of valuations.
MWE’s Valuation Services Practice Group is a key resource to those who rely on us to provide opinions of value. Business valuations are performed for a variety of purposes including the purchase or sale of a business, preparation of estate or gift tax returns, valuation of intangible assets, among others. We are also well versed in the valuing of acquired goodwill and testing for impaired goodwill, required pursuant to SFAS 141 and 142, respectively.
From dissenting shareholder actions to business damages and bankruptcy proceedings, our valuation experts render the critical assessments of tangible and intangible assets at the heart of case strategy. Preparation of detailed opinion reports, analysis of opposition claims, assistance in discovery and pre-trial examinations, and the provision of expert testimony are all within the scope of our comprehensive valuation capability.
The MWE Valuation Services Practice Group is also often called upon to appraise marital assets in cases of matrimonial dispute. In these circumstances, our thorough working knowledge of the laws governing equitable distribution in the tri-state area is intrinsic to our ability to render a sound valuation opinion.
Valuation is a critical and sensitive undertaking. It requires the experience and the insights of a seasoned professional who understands the human dynamics behind a successful business, particularly when the subject entity is a closely-held private enterprise.
Nowhere is this more evident than in the area of Gift and Estate Planning. In addition to making a determination of fair market value, MWE’s valuation experts, together with our tax professionals, can devise and implement appropriate tax strategies to help protect a business owner’s accumulated wealth and preserve the value of assets for their heirs. We can also advise on matters of succession planning, utilizing various techniques for the gradual transfer of ownership to the next generation. This gives the retiring owners a cushion of comfort that their vision for the company will be safeguarded until the heirs are ready to take the reins.
For companies considering transferring ownership to their employees, MWE can help ensure a successful ESOP offer. In addition to performing a corporate valuation, our intimate knowledge of an ESOP’s legal and tax implications is a value-added service enabling plan sponsors to reap the full potential financial benefits. And because ESOPs are complicated to plan and administer, MWE’s expertise assures professional guidance from a firm thoroughly familiar with the nuances of this complex ownership model.
At MWE, the business of valuation is a highly specialized discipline. The professionals who comprise our Valuation Services Practice Group represent the highest standards of excellence and achievement in the field. Many are active in leading professional associations and serve on specialized committees in order to remain current with new industry trends and developments. Group members also frequently lecture to trade and professional organizations and contribute articles to leading journals and business publications.
Among the organizations in which the MWE Valuation Services Practice Group maintains an active role are the American Bankruptcy Institute, American Society of Appraisers, Association of Certified Fraud Examiners, Association of Insolvency and Restructuring Advisors, Institute of Business Appraisers, National Association of Certified Valuation Analysts, National Association of Bankruptcy Trustees, New York Institute of Credit and the Turnaround Management Association.
Whatever the legal or business scenario, MWE has the expertise to provide a credible, defensible valuation conclusion, as well as a full complement of tax, gift, estate and business planning services. We call this turning vision into value. You’ll call it one of the best financial decisions you’ve ever made.
|
|
|
|
