Economic Valuation Services
From evaluating businesses and funds to supporting mergers, acquisitions, and sustainability initiatives, our tailored solutions align with financial goals and regulatory requirements. Economic valuations deliver precise, data-driven insights to help businesses, investors, and stakeholders assess value, drive growth, and plan for the future.
Whether you need business valuation services, business forecasting, transaction support, or ESG impact analysis, Withum’s Valuation Services Team provides the expertise and clarity to empower informed, strategic decisions. Explore our comprehensive economic valuation service offerings below to discover how we can help you unlock value and achieve success.
Common Economic Valuations
A fairness opinion is an independent assessment that determines whether the terms of a financial transaction, including pricing, are fair from a financial point of view as of a specific date. It is commonly used in significant corporate transactions, ensuring that fiduciaries make well-informed decisions and demonstrate reasonable business judgement is used.
Fairness Opinion Services include:
- Independent Opinions: Our team provides fairness opinions, ensuring transparency and fairness from a financial point of view for decision-makers.
- In-Depth Financial Analysis: We conduct detailed due diligence, analyzing the financial aspects of the transaction to determine if the proposed transaction is fair from a financial point of view.
- Expert Analysis: Fairness opinions are based on detailed financial analyses, often using valuation methods such as the Discounted Cash Flow (DCF) , Guideline Public Company, and Precedent Transaction methods.
Fairness opinions offer impartial, third-party evaluations that can reduce the likelihood of shareholder disputes and enhance the chances that fiduciaries will be safeguarded by the business judgment rule.
Solvency and capital adequacy opinions are independent expert assessments that determine whether a company has sufficient financial resources to meet its obligations and maintain adequate capital after significant transactions. These opinions help boards ensure compliance with fiduciary responsibilities, legal requirements, and lender expectations while mitigating future litigation risks.
Solvency and Capital Adequacy Opinion Services Include:
- Solvency Opinions: Evaluate whether a company’s assets exceed liabilities, ensuring financial stability before executing leveraged transactions.
- Debt Payment Assessment: Determine if a company can meet its debt obligations as they come due, safeguarding against financial distress.
- Capital Adequacy (Surplus) Opinions: Ensure a company retains sufficient capital following stock repurchases or special dividends, complying with state laws.
- Regulatory Compliance: Provide assurance that transactions meet legal standards, including Delaware General Corporation Law (§154, §160).
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M&A and Transaction Valuations assess the fair market value of a Company, its assets, or certain member interests, providing clarity on deal pricing, financial fairness, and strategic alignment. These valuations are essential for structuring negotiations, performing due diligence, and identifying risks and synergies to assist successful transactions. Withum services deliver actionable insights, financial clarity and audit-ready reports to help your business navigate mergers, acquisitions and restructurings.
M&A and Transaction Valuation Services can include:
- Comprehensive Valuations: In-depth analyses, including Quality of Earnings (QoE) reviews.
- End-to-End Transaction Support: From initial due diligence to post transaction financial reporting, accounting, and tax planning, we provide strategic advisory to align financial goals and deal outcomes.
- Tailored Valuation Methods: We employ income-based (DCF), market-based, and cost-based approaches, among others, to accurately reflect the target company’s value.
- Risk Mitigation: Identification of potential risks, synergies, and strategic opportunities to optimize negotiations and deal success.
- Spin-Off Companies: In the event a larger corporation is performing a spin-off of a business, we can calculate the value of the spin-off, including the benefit of expected synergies.
Investment Banking Support Services provide expert financial analysis and advisory solutions to assist companies, private equity firms, and investors in executing strategic transactions. We work with Withum Investment Bank to provide services which optimize deal structures, enhance valuation accuracy, and navigate complex financial landscapes.
Investment Banking Support Services Include:
- Financial Modeling & Valuation: Develop detailed financial models, including discounted cash flow (DCF), comparable company analysis, and precedent transactions to support M&A, capital raising, and restructuring decisions.
- Market & Industry Research: Deliver in-depth sector analysis, market trends, and competitive benchmarking to inform investment decisions and deal positioning.
- Investor & Lender Presentations: Prepare high-impact pitch books, investment memoranda, and lender presentations to effectively communicate financial narratives and attract stakeholders.
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Business forecasting involves analyzing historical data, current trends, and key market drivers to project future performance, revenues, expenses and growth opportunities. Our customized forecasts help businesses consider market uncertainties, allocate resources effectively, and align strategies with financial goals to provide clarity and confidence in planning what’s ahead.
Business Forecasting Services include:
- Tailored Forecasting Models: Customized financial forecasts aligned to your business’s goals, industry, and operational needs.
- Scenario Planning: We can create multiple forecast scenarios to assess how changing market conditions, risks, or opportunities may impact your business.
- Cash Flow Forecasting: Detailed cash flow projections to understand liquidity, improve working capital management, and ensure financial stability.
- Strategic Insights: Actionable recommendations to align business strategies with future growth opportunities and resource allocation.
- Data-Driven Approach: Leveraging advanced tools, predictive analytics, and industry benchmarks to deliver reliable, dynamic forecasts.
- Leveraged Buy-Out (“LBO”) Modeling: Comprehensive financial modeling to assess acquisition feasibility, optimize capital structure, evaluate debt repayment capacity, and maximize investor returns.
Intellectual Property (IP) valuations enable businesses to determine the worth of their intellectual assets, assess potential damages in the event of legal infringement, and evaluate the feasibility of acquiring specific IP assets.
Common Types of Intellectual Property:
- Patents
- Trademarks
- Copyrights
- Trade Secrets
- Domain Names
- Licensing Agreements
- Proprietary Technology
- In-Process Research and Development.
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ESG (environmental, social, and governance) Impact Valuations help businesses quantify the financial value of their sustainability efforts, identify risks, uncover opportunities and showcase how sustainability efforts drive value creation. Companies with strong ESG profiles attract investors, mitigate reputational risks and often achieve a market value premium.
Common ESG Services include:
- Customized ESG Solutions: Tailored ESG Impact Valuations specific to your industry and business model, providing a comprehensive assessment of your sustainability initiatives.
- Strategic Insights: Actionable guidance on improving ESG performance to enhance market value, attract investment, and mitigate financial or reputational risks.
- Advanced Valuation Methods: Our team uses proven methodologies to assess ESG factors such as carbon emissions, resource efficiency, social impact, and governance practices.
Why Withum
Withum’s Valuation Services Team combines deep industry expertise, advanced methodologies, and a commitment to excellence to deliver accurate and defensible valuations tailored to your unique needs. Our team of valuation professionals brings a strategic perspective to every engagement, ensuring compliance with regulatory standards while offering actionable insights to drive growth and value creation.
By partnering with Withum, you gain more than just a valuation—you gain a trusted advisor dedicated to helping you navigate complexity, uncover opportunities, and achieve your long-term financial and operational goals with confidence.
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For more information or to discuss your business needs, please connect with a member of our team.
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