VALUATION SERVICES
- EXPERT SERVICES
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CASE EXAMPLESValuation Analysis of First Class Hotel and Related Improvements Authoritative Valuation of Successful Haute Couture Fashion Company Refutation of Dilution Claims by Shareholder of Private Entity
- TEAM MEMBERS
VALUATION SERVICES
We perform valuations of business entities, intellectual property, intangible assets, common and preferred stock and other securities along with partnership interests, private debt instruments, options, warrants, and other derivative products. With an extensive pool of resources, we are scaled to serve small to large clients in mergers, acquisitions and dispositions; taxation planning and compliance; financial reporting; bankruptcy and reorganization; litigation and dispute resolution; and strategic planning. Consistent with our goal of becoming a trusted business advisor, we believe that the engagement consultation process needs to actively involve our clients. Our seasoned industry and technical specialists are committed to providing responsive service.
VALUATION SERVICES
We perform valuations of business entities, intellectual property, intangible assets, common and preferred stock and other securities along with partnership interests, private debt instruments, options, warrants, and other derivative products. With an extensive pool of resources, we are scaled to serve small to large clients in mergers, acquisitions and dispositions; taxation planning and compliance; financial reporting; bankruptcy and reorganization; litigation and dispute resolution; and strategic planning. Consistent with our goal of becoming a trusted business advisor, we believe that the engagement consultation process needs to actively involve our clients. Our seasoned industry and technical specialists are committed to providing responsive service.
Litigation Support, Claims Review, and Contract Review for Insurance Disputes:
+ Business Combinations (SFAS 141, IRC section 1060)
+ SFAS 157 Fair Value Measurements
+ Business Financial Modeling
+ Compliance with Investment Objectives and Portfolio Restrictions
+ Investment Suitability
+ Consolidation of Variable Interest Entities (FIN 46)
+ Federal Tax
+ Financial Instrument Valuation
+ Goodwill and Other Intangible Assets (SFAS 142)
+ Guarantor’s Accounting and Disclosure Requirements for Guarantees (FIN 45)
+ Impairment or Disposal of Long-Lived Assets (SFAS 144)
+ International Tax
+ Personal Tax
+ SFAS 123R/Equity Incentive Award (includes valuation of privately-held-company equity securities issued as compensation)
+ Shareholder Value Optimization
+ Securities Valuation
+ State/Local Tax
+ Expert reports and testimonyCASE EXAMPLES
Valuation Analysis of First Class Hotel and Related ImprovementsAccumyn’s expert provided testimony in a dispute between a commercial real estate developer and a publicly traded REIT regarding an alleged breach of contract for the development of a first class, 1,000 room, multi-story convention-oriented hotel, and related improvements. The Accumyn team prepared a valuation analysis based on the income approach using hotel revenue projections and the related tax incentives and abatements to be provided by state and municipalities, and the analysis of financing options available given general market conditions and specific industry economics.
Authoritative Valuation of Successful Haute Couture Fashion CompanyAccumyn’s team of economists and valuation professionals valued a successful haute couture fashion company. A start-up designer teamed up with a pair of Houston-based investors and fashion industry experts to secure funding. In the first year, sales to retail stores reached seven figures. However, as soon as orders for the second season were booked, the designer no longer wanted the involvement of her Houston partners. The designer backed away from her commitments to them, cutting off further involvement and breaking away to form a separate company that continues to flourish, with worldwide sales of eight figures.
On behalf of the Houston partners, who wished to realize the full value of their ownership interest, Accumyn prepared a detailed valuation analysis of the original company, as of the time the designer broke away. Using a Fair Value standard, the amount that compensates an owner involuntarily deprived of property, and presuming that the company had gone forward with the involvement of the Houston partners as intended, Accumyn reached a conclusion on the value of the company, under both an income approach and a market approach.
Refutation of Dilution Claims by Shareholder of Private EntityAccumyn refuted dilution claims made by a shareholder of a private entity when the entity issued additional shares of stock under an employee stock ownership plan and a long-term incentive plan. The Accumyn team analyzed the increase in value of the shareholder’s holdings over time and the benefits to the company and its shareholders in establishing employee stock ownership plans and long term incentive plans. The team also included a critique of opposing expert’s claims of dilution and overall methodology in arriving at such claims.
TEAM MEMBERS