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Skills

  • Analytics
  • Article Writing
  • Business Valuation
  • Data Management
  • Financial Analysis
  • Modeling
  • Quantitative Research
  • Report Writing
  • Research
  • Simulation
  • Tax Services

Services

  • Business Valuations & Modeling

    $5/hr Starting at $3K Ongoing

    Dedicated Resource

    * Certified Valuation Analyst (CVA) specializing in the valuation of public and privately held businesses, including early-stage and venture-backed companies for tax and financial reporting purposes...

    AnalyticsArticle WritingBusiness ValuationData ManagementFinancial Analysis

About

Delivering value through top-tier valuation expertise and client service to meet your tax and financial reporting needs and regulator expectations.

* Completed over 100+ stock-based valuations, ensuring compliance with IRC 409A and ASC 718.
* Performed goodwill impairment and intangible asset impairment analysis for a $102MM company, ensuring compliance with ASC 350 and ASC 360.
* Executed valuations on privately held businesses ranging from $3MM to $6MM for the purposes of determining “threshold value” in relation to the granting of profit interests.
* Conducted in-depth qualitative and global economic research covering multiple industries and sectors for multi-national companies.
* Estimated the FMV per common share for an $82MM pre-IPO company in preparation of listing on the Johannesburg Exchange (JSE).
* Carried out sensitivity analyses, as well as decision tree analyses, relating to clinical-stage biopharmaceutical companies quest for FDA approval.
* Compiled and assessed internal empirical data, including unit-level and operational performance, vendor contracts, royalty rates, and franchise agreements for valuation of $33MM health food and supplement franchise in conformance with ASC 805.

Work Terms

In order to perform a valuation in accordance with applicable standards and regulations, an in-depth discussion of your needs, purposes for a valuation, and understanding of your business, including monetization strategy will be conducted.
Stages of Valuation Process:
1. Phone conversation.
2. Determination of complexity and expectations, including timeframe.
3. Signed Engagement Letter and 50% payment made by the client.
4. Document request.
5. A thorough analysis of all documents and proper valuation methods and allocation models identified.
6. Request additional information if needed?
7. Begin the valuation process.
8. Consistent follow-up calls and emails providing updates about on-going valuation, including addressing any questions.
9. Provide "Exhibits" detailing preliminary valuation outcome.
10. Revisions made if necessary?
11. Rough draft of valuation report completed and reviewed.
12. Extensive additional multiple reviews of the entire valuation engagement.
13. Auditing of the financial model.
14. Final valuation report delivered to the client.

*Timeframe to completion is usually 2-3 weeks once all documentation is received from the client.
*Expedited valuation is available for an additional charge.
*NO HIDDEN FEES OR UPSELLING EVER.

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