Business Valuation Consulting
Our typical business valuation engagements involve companies that generate annual revenues of under $5 million to over $50 million, and include closely held corporations, limited liability companies, limited partnerships, family limited partnerships, portfolio companies, reporting units, and income-producing real estate.
Our valuation experts are experienced in developing valuation conclusions under the standards of fair market value, fair value and investment value.
We specialize in valuing non-marketable interests, from a fractional or minority interest basis to shared or absolute control, and with thorough consideration of the internal and external factors affecting the subject interest’s lack of control and lack of marketability.
Closely Held Businesses
The Axcess Group’s valuation practice for closely held businesses focuses on personalized attention and professional expertise for our small business clients.
TAG’s approach to each engagement includes a thorough analysis of the relevant facts and circumstances of the subject company, the key value drivers of the subject interest, as of the valuation date, a scope of work and level of documentation that adheres to our professional standards, supports our valuation conclusion, and meets the needs of the intended users.
- Buy/Sell Agreements
- Charitable Contributions
- Estate & Gift Tax
- Mergers & Acquisitions
- S-Corporation Conversions
- Stock Appreciation Rights
- Business Formation & Dissolution
- Equity Compensation
- Marital Dissolution
- Phantom Stock
- Shareholder Disputes
- Succession & Exit Planning
Conflict Resolution & Litigation Support
Hiring a suitable valuation professional is particularly critical when your appraisal needs require complete independence, qualified experience, and compliance with professional appraisal standards.
TAG’s conflict resolution and litigation support provides legal professionals with access to, and an understanding of, key valuation issues. Our valuation professionals support successful resolutions for mediation, arbitration, and litigation processes.
TAG’s credentialed valuation professionals comply with the Uniform Standards of Professional Appraisal Practice (USPAP), as promulgated by the Appraisal Foundation, and preferred for many tax, eminent domain, and other legal decisions.
TAG provides legal counsel with identification and evaluation of financial discovery documents, reviewing opposing expert reports, preparing questions for depositions and examination of opposing experts, preparing expert reports, researching alternative valuation theories, and providing expert testimony.
Strategic Planning & Industry Benchmarking
TAG’s valuation professionals are experienced in corporate finance, strategic planning and business development. Our team of professionals can provide independence for evaluating and guiding business decisions in a variety of areas:
- Aquisitions, Merger & Divestiture Plans
- Cost/Benefit Analysis
- Economic Analysis
- Financial Forecasting
- Industry Assessments
- Preparation for Sale
- Business Plans
- Competitive Assessments
- Customer Analysis
- ESOP Feasibility Analysis
- Financial Benchmarking & Risk Analysis
- Offering Memorandums
- Reasonable Compensation