OPINION OF VALUE

An opinion of value is the product most commonly needed by our clients. It establishes a specific value, includes a detailed report and conforms to industry standards. An opinion of value has many uses, including:

Uses of Opinion of Value

• Establish pricing for buy/sell agreements
• Establish pricing for sale of business
• Efficiently use estate tax exemptions
• FAS 141 & 142 accounting for mergers and acquisitions
• Expert testimony
• Establish value for ESOPs in non-public companies
• Establish value for options in non-public companies

What is an Opinion of Value? – An opinion of value is a report which concludes in an exact value for a specific ownership interest. It is a rigorous and independent process performed by a recognized valuation expert. And, it conforms to standards established within the valuation industry.

• Exact value
• Specific ownership interest (ex. – 25% non-controlling interest in XYZ Corp.)
• Rigorous and independent
• Prepared by a Certified Valuation Analyst
• Conforms to SSVS No. 1 and other industry standards