Business Valuation Services

Alpern Rosenthal has one of the largest dedicated group of valuation consultants in the region. We deliver a depth of knowledge and resources on parallel with national valuation firms, but are able to provide these services more cost-effectively to your company. Many of the clients we have performed valuation services for are publicly-traded companies with Securities and Exchange Commission (SEC) reporting requirements and tight deadlines. Our valuation services are focused on our client’s diverse needs, including:

  • Fair Value Measurements for GAAP and IFRS financial reporting, including:
    -  Purchase price allocations (ASC 805 - formerly SFAS 141-R)
    -  Goodwill and intangible asset impairment testing (ASC 350 - formerly SFAS 142)
    -  Stock-based compensation (ASC 718 - formerly SFAS 123-R)
  • IRC Section 409A Equity-Based Compensation Plans
  • Estate and gift tax planning and reporting
  • Intangible asset and intellectual property valuations
  • Private Equity Fund portfolio valuations
  • Mergers and acquisitions of businesses, including not-for-profits
  • Buy/Sell and Stockholder Agreements
  • Subchapter S Corporation built-in gain analyses
  • Charitable donations
  • Due diligence services
  • Minority shareholder dispute resolution
  • Litigation support and expert witness testimony
  • Reorganizations, restructuring and bankruptcies

Our proven ability to effectively meet the technical and professional expectations of the Courts, the Internal Revenue Service, as well as the SEC and the independent audit firms responsible for reviewing our analyses, enables us to be a valuable member of the team responsible for financial reporting and for achieving your strategic goals.