Valuation Advisory

 

Companies often require an objective, independent assessment of value.  Capstone has assembled a dedicated, highly credentialed team of valuation professionals that is focused on the technical and often complex needs of middle market companies and their stakeholders.  Our valuation team is at the forefront of financial reporting and tax regulations and the related implications.  As such, our valuations and opinions are designed to withstand the scrutiny of the SEC, IRS, state courts and other regulatory bodies.

 

Our valuation professionals are comprised of Certified Public Accountants (CPAs), Certified Valuation Analysts (CVAs), Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF).  Collectively, our team possesses decades of experience across a broad spectrum of valuation engagements, ranging from standard business valuations to financial accounting and reporting valuations to fairness and insolvency opinions.  Our clients include individuals, businesses, investors and lenders.

 

VALUATION ADVISORY SERVICES

 

  • Stock Option & 409A Valuations
  • Gift & Estate Planning
  • Purchase Price & Intangible Asset Assessments
  • Goodwill Impairment Assessments
  • Fairness Opinions
  • Solvency Opinions
  • ESOP Valuations

 

LITIGATION SUPPORT SERVICES

 

  • Dispute Resolution
  • Marital Dissolution
  • Expert Testimony
  • Valuation Due Diligence
  • Forensic Investigations

 

>> TRANSACTIONS AND ENGAGEMENTS