Financial Services

Valuation Services

The business valuation practice within Venture First supports and re-enforces our core competency as an integrated service provider to businesses in transition. Venture First’s valuation team offers considerable breadth of industry experience and practical expertise assisting businesses through all stages of the entrepreneurial life cycle. We go beyond mastery of accepted business valuation best practices, offering opinions and advice based on real world business scenarios.

How We Help

Estate and Gift Tax Planning and Administration

  • Valuation of interests in family limited partnerships (FLPs) and limited liability companies
  • Valuation of interests in closely held operating companies
  • Valuation of general and limited partner holdings in private equity and venture capital funds
  • Valuation of carried interest in private equity funds

Corporate Tax and Business Planning

  • Valuation of intellectual property
  • Valuation of assets and liabilities for bankruptcy and restructuring activities
  • Valuation for capital raise support
  • Employee stock ownership feasibility studies, fairness opinions, annual updates and dissolution
  • Buy-Sell agreements: initial valuations and updates
  • Fairness and Solvency Opinions

Financial Reporting Valuation

  • ASC 805: Business Combinations: We assist companies with identifying intangible assets and assigning the appropriate purchase fair value.
  • ASC 820: Fund Fair Value Measurement for VC and PE Portfolios: We offer third party preparation of valuation policy and regular fund reporting. We also offer third party review of internally prepared fund reporting. We have significant expertise valuing:
    - Preferred and common equity interests
    - Convertible securities warrants and options
    - Secured and unsecured debt instruments
  • Value of complex securities:
    - Preferred stock
    - Convertible debt
    - Beneficial conversion features
  • ASC 718: Value of compensation issued as equity
  • ASC 360: Impairment testing of long-lived tangible and intangible assets

Litigation Support

Consultation, testimony and support concerning:

  • Business damages and lost profits
  • Family law and divorce
  • Shareholder disputes
  • Tax controversies

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