Valuation Services

In today’s global environment, accurate valuations are critical for financial reporting, tax planning, litigation, mergers and acquisitions, and more. At Withum, our Corporate Value Consulting (CVC) team has the experience and trusted name you can rely on to help you meet your valuation needs in a timely and effective manner.

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Understanding Withum’s Valuation Experience

Withum’s Corporate Valuation Consulting Team offers expert valuation services tailored to the needs of Private Equity firms, Investment Banks, Investment Professionals, Large Enterprises, Middle Market Companies, Small Businesses, and individuals. Our team holds advanced certifications including CVA, ASA, ABV, CFF, CFA, and CPA, ensuring regulatory compliance with IRS, SEC, FASB, AICPA, FINRA, ASC, and all other standards.

We provide valuations tailored to the client needs which span across financial reporting, tax reporting, and economic services.

We also offer specialized services for SBA loan programs, real estate, healthcare, complex financial instruments, and other valuation needs. Our team has a deep understanding of industry-specific regulations, with which Withum ensures accurate, defensible valuations to meet your business’s strategic goals.

Business Valuation Quote Request

Today’s global environment has elevated the importance of valuations that support financial reporting, tax planning, litigation, mergers and acquisitions and more. Our team prides itself on delivering reliable results, competitive pricing and a quick turnaround time.

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What We Value

We recognize that a valuation is not a simple numbers exercise. Instead, we combine our technical skills and practical experience to provide objective advice that aligns with your business goals. We work to understand your business dynamics, as well as sector and value drivers to provide service that goes beyond borders. Withum’s Valuation Services Team can help you address your valuation requirements with greater efficiency and confidence.

Why We Value

Business Sale
• Valuations for Selling a Company
Mergers and Acquisitions (M&A)
• Valuations for Mergers and Valuations for Acquisitions
Investment Purposes
• Valuations for investments and Valuation for Investors
Estate and Tax Planning
• Valuations for Estate Planning, Valuations for Wealth Management, and Valuations for Tax Purposes
Litigation and Disputes
• Valuations for Litigation support, Valuation for Settlements, and Valuations for Shareholder Disputes.
Financial Reporting
• Valuations for Financial Reporting and Compliance Purposes.

Tax Compliance
• Valuations for Business Restructuring, Valuation for Tax Purposes, and Valuations for IRS needs.
Exit Strategy Planning
• Valuation for Retirement Planning, Valuation for Investment Exits, and Valuations for Other Exit Strategies.
Raising Capital
• Valuations for Raising Capital, Valuation for Company Loans, and Valuations for Debt Financing.
Buy-Sell Agreements
• Valuations for Partnerships and Valuation for Shareholder Agreements.
Other Business and Personal Needs

Areas of Focus

Withum offers unparalleled familiarity with regulatory requirements and compliance as detailed below:

FASB ASC 820 – Fair Value Measurements and Disclosure: Provides guidance on how to measure fair value and disclosures required about fair value measurements.
FASB ASC 350 – Intangibles – Goodwill and Other: Addresses the treatment of goodwill and other intangible assets, including impairment testing.
FASB ASC 360 – Property, Plant, and Equipment: Provides guidance on the impairment or disposal of long-lived assets.
FASB ASC 718 – Compensation – Stock Compensation: Establishes standards for stock-based compensation accounting.
FASB ASC 825 – Financial Instruments: Addresses the recognition, measurement, and disclosure of financial instruments.
FASB ASC 815 – Derivatives and Hedging: Provides guidance on how to account for derivative instruments and hedging activities.
FASB ASC 805 – Business Combinations: Covers acquisition accounting and the valuation of acquired assets and liabilities.
FASB ASC 730 – Research and Development: Provides accounting guidance for research and development costs.
SEC Reporting – Financial reporting standards that publicly traded companies must follow, including proper disclosure requirements for fair value.
International Financial Reporting Standards (IFRS) – Foreign financial reporting standards, including IAS, addressing fair value, financial instruments, and goodwill.
AICPA Standards – Includes guidance on auditing and valuation for financial reporting, especially for fair value and business combinations.
Fresh-start accounting – Related to accounting and financial reporting requirements when a company emerges from bankruptcy.
Complex Financial Instruments – Valuations in compliance with FASB ASC 815 for derivatives and hedging activities and SEC requirements for complex financial assets.

IRC 108 – Debt Cancellation: Addresses income tax consequences when a taxpayer’s debt is forgiven.
IRC 165 – Worthless Stock: Covers deductions for securities that become completely worthless during the tax year.
IRC 170 – Charitable Donations: Addresses the tax treatment of charitable donations, including property valuations.
IRC 280G – Golden Parachute Payments (Management Compensation): Covers excise taxes related to excess parachute payments.
IRC 304 – Cross Chain Sales of Shares: Addresses tax consequences for certain cross-chain stock sales.
IRC 338 – Purchase Price Allocations: Covers tax treatment of stock purchases treated as asset acquisitions.
IRC 355 – Tax-Free Distributions: Addresses tax treatment of distributions of stock in a controlled corporation.
IRC 367 – Foreign Stock Transfers: Covers tax consequences of transferring property to foreign corporations.
IRC 382 – Net Operating Losses: Limits a company’s use of net operating losses following significant ownership changes.
IRC 409A – Deferred Compensation: Addresses deferred compensation and inclusion in gross income.
IRC 475 – Mark-to-Market Accounting: Requires certain taxpayers to use the mark-to-market method for accounting for securities.
IRC 482 – Transfer Pricing: Ensures fair market value pricing between controlled entities for tax purposes.
IRC 864 – Interest Expense Allocation: Addresses interest expense deductions for nonresident foreign corporations.
Gift and Estate Tax Valuations – Ensures proper valuation of assets for tax purposes in compliance with IRS regulations.
State and Local Tax – Valuations required for state-level and local tax obligations.
Restructuring – Tax implications and requirements for debt restructuring and bankruptcy.
AICPA Standards – Includes valuation standards for tax purposes and compliance with IRS rules.

ERISA (Employee Retirement Income Security Act) – Valuation standards for employee stock ownership plans (ESOPs) and pension-related transactions.
SEC and FINRA – Compliance with securities regulations for valuations used in mergers, acquisitions, and public offerings.
FASB ASC 805 – Valuation for business combinations, including purchase price allocations and intangible asset valuations.
Fair Market Value Opinions – Compliance with legal, regulatory, and financial reporting standards for assessing fair market value in transactions.
Synergy Assessments – In M&A transactions, identifying and valuing synergies that could result in financial benefits.
Operational Risk Assessment – Understanding and valuing operational risks in transactions or ongoing business operations.
Economic Value Added (EVA) – Valuing and measuring financial performance based on economic value added.
Joint Ventures – Valuation compliance for contributions, income distribution, and related tax treatments for joint ventures.
Foreign Stock Transfer – Valuation in compliance with IRC 367 for cross-border transactions.

SBA Valuations – Valuations required for SBA loan programs, including 7(a) and 504 loans, ensuring compliance with the Small Business Administration’s Standard Operating Procedures.
Real Estate Valuations – Valuation standards in compliance with the IRS, FIRPTA (IRC 897), and FASB ASC 360 for property transactions and reporting.
Fund Valuations (NAV) – Required for compliance with SEC and AICPA standards for investment funds’ net asset valuations (NAV).
Healthcare Valuations – Compliance with healthcare regulations and tax implications for hospitals and healthcare facilities.
Mark-to-Market (IRC 475) – Required for tax reporting and valuation of securities by traders using the mark-to-market method.
Other Regulations and Standards not mentioned elsewhere.