Valuation Services
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EP Forensics provides expert analysis in business valuation issues for
estate and tax planning, transactions, and litigation. Our professionals
have a wide range of experience resulting from many years of work in
the dominant industries in the Inland Empire.
Business Valuation. EP specializes in the valuation of closely-held
companies, professional practices, and partnership interests. We
perform business valuations on a confidential basis for business
owners and their professional advisors for a variety of purposes:
Estate and Gift Tax - business appraisals of control and non-control
equity interests of both operating and asset holding companies, family
limited partnerships, and other fractional ownership interests.
Litigation and Dissolution - supporting counsel and their clients in the
valuation of business interests, professional practices, goodwill, and
enhanced earnings (licenses and degrees) calculations.
Transaction Support - consulting with buyers or sellers on valuation
and value drivers.
Financial Reporting - valuations prepared for compliance with SFAS
141 (purchase price allocations), SFAS 142 (impairment of goodwill),
SFAS 145 (impairment of long-lived assets), and intangible asset
appraisals.
Appraisal Review: Opposing counsel's valuation report may seem
thorough and workmanlike. But a few errors, omissions, or bias can
result in considerable variation, and can affect settlement figures
dramatically. We provide expert guidance in the assessment of the
relative strengths and weaknesses of an opposing party's appraisal.
Our experience and credentials enable us to provide realistic value
conclusions. We engage in thorough quantified, financial analysis in
making valuation determinations. Where appropriate, we cite relevant
court decisions and regulatory statutes.
Our collective industry experience and resources focus on the small
business arena, so we understand the challenges, complexities and
nuances that only apply to small closely held businesses. And,
because of our long-standing involvement in the local business
community, we are able to gather and utilize the appropriate market
data to draw inferences and conclusions about your business, to
derive a defensible value.
Our valuation professionals are committed to upholding the highest
standards of independence and objectivity as defined by the Society of
Business Analysts, as well as the Uniform Standards for Professional
Appraisal Practice, which have been recently approved by the IRS as
“the generally accepted appraisal standards."
Consequently, our appraisals are thoroughly defensible -- based on
our extensive experience in the local markets and industries, along
with continuous and ongoing training in professional appraisal
practices and methodologies.
estate and tax planning, transactions, and litigation. Our professionals
have a wide range of experience resulting from many years of work in
the dominant industries in the Inland Empire.
Business Valuation. EP specializes in the valuation of closely-held
companies, professional practices, and partnership interests. We
perform business valuations on a confidential basis for business
owners and their professional advisors for a variety of purposes:
Estate and Gift Tax - business appraisals of control and non-control
equity interests of both operating and asset holding companies, family
limited partnerships, and other fractional ownership interests.
Litigation and Dissolution - supporting counsel and their clients in the
valuation of business interests, professional practices, goodwill, and
enhanced earnings (licenses and degrees) calculations.
Transaction Support - consulting with buyers or sellers on valuation
and value drivers.
Financial Reporting - valuations prepared for compliance with SFAS
141 (purchase price allocations), SFAS 142 (impairment of goodwill),
SFAS 145 (impairment of long-lived assets), and intangible asset
appraisals.
Appraisal Review: Opposing counsel's valuation report may seem
thorough and workmanlike. But a few errors, omissions, or bias can
result in considerable variation, and can affect settlement figures
dramatically. We provide expert guidance in the assessment of the
relative strengths and weaknesses of an opposing party's appraisal.
Our experience and credentials enable us to provide realistic value
conclusions. We engage in thorough quantified, financial analysis in
making valuation determinations. Where appropriate, we cite relevant
court decisions and regulatory statutes.
Our collective industry experience and resources focus on the small
business arena, so we understand the challenges, complexities and
nuances that only apply to small closely held businesses. And,
because of our long-standing involvement in the local business
community, we are able to gather and utilize the appropriate market
data to draw inferences and conclusions about your business, to
derive a defensible value.
Our valuation professionals are committed to upholding the highest
standards of independence and objectivity as defined by the Society of
Business Analysts, as well as the Uniform Standards for Professional
Appraisal Practice, which have been recently approved by the IRS as
“the generally accepted appraisal standards."
Consequently, our appraisals are thoroughly defensible -- based on
our extensive experience in the local markets and industries, along
with continuous and ongoing training in professional appraisal
practices and methodologies.
What Is Your Business Worth?
Ownership interests in privately held
companies often represent a significant
portion of a client's wealth. The value of
an interest in a privately held company is
usually unknown because there is no
active market to trade the interest.
Value determinations are most commonly
needed to calculate estate tax upon
death, split up family assets in a divorce,
or negotiate value in the sale of a small
business. Other common uses include:
Business Loss Claims
Minority Shareholder Actions
Employee Stock Ownership Plans (ESOPs)
Gift Taxes
Liquidation or Reorganization
Obtaining Financing
Partnership Disputes
Succession Planning
Moreover, a properly prepared business
valuation provides management with
insightful information that helps identify
company strengths and weaknesses that
affect value, allowing them to more
effectively focus their energies in places
that really count.
The special expertise EP brings to the
table is our detailed and pragmatic
understanding of the small businesses
environment in the Inland Empire, along
with our familiarity with local rules and
customs of all local superior and
bankruptcy courts.
Ownership interests in privately held
companies often represent a significant
portion of a client's wealth. The value of
an interest in a privately held company is
usually unknown because there is no
active market to trade the interest.
Value determinations are most commonly
needed to calculate estate tax upon
death, split up family assets in a divorce,
or negotiate value in the sale of a small
business. Other common uses include:
Business Loss Claims
Minority Shareholder Actions
Employee Stock Ownership Plans (ESOPs)
Gift Taxes
Liquidation or Reorganization
Obtaining Financing
Partnership Disputes
Succession Planning
Moreover, a properly prepared business
valuation provides management with
insightful information that helps identify
company strengths and weaknesses that
affect value, allowing them to more
effectively focus their energies in places
that really count.
The special expertise EP brings to the
table is our detailed and pragmatic
understanding of the small businesses
environment in the Inland Empire, along
with our familiarity with local rules and
customs of all local superior and
bankruptcy courts.
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