Oxford Valuation Partners | Oxford Valuation Partners Services

options,409A,IP valuation

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Services

Oxford Valuation Partners is a financial advisory firm working specializing in private company valuations. Our team has worked with clients ranging from pre-revenue startups through to $300M revenue growth firms across North America, Europe and Asia. We are private company valuation experts with broad experience and depth in the nuances of early stage tech and biotech companies as well as complex capital structures of all stripes. Our clients have come to rely upon the professionalism, commitment and technical expertise that we bring to each project.

Our senior team comes from top-tier finance & Big 4 backgrounds and we have close relationships with the audit and regulatory community at all levels. We apply regulator-approved valuation techniques and stay on top of key court rulings and the latest SEC, IRS, FASB and other guidelines.

We offer services that cut across regulatory/compliance, transaction support, financial reporting, trusts & estates and shareholder disputes/litigation.

Call us to discuss your needs : 212 .464.7178

409A Valuations

We have performed 1000s of valuations from early stage startups to exit. Our process works with you, defining your requirements and creating defensible valuations that routinely stand up to scrutiny from the Big 4 Audit firms in IPO and M&A situations.

Restricted Stock

Restricted stock (Rule 144) and shares that are subject to lock-up or performance agreements frequently require valuations for gifting, financial reporting or matrimonial actions. There are many cases where lock-up restrictions may impact the value paid for an acquisition. We can help ensure that clients do not over-report the value of these securities, or the price paid for an acquisition, in either a financial or tax reporting environment.

Trust & Estates

Our gift and estate tax specialists have broad experience in the preparation of business appraisals in this important segment of our valuation practice. With over 25 years of experience working with estate planning professionals and the Internal Revenue Service, we have developed a unique understanding of the regulatory environment facing taxpayers and the issues involved in valuing their closely-held business interests.

Complex IP & Real Estate Valuation

We have experience valuing complex IP globally. From oil rights in Oman to shares in sports teams. We have also valued complex R&D, patents and customer lists. The methodologies utilized to value these assets are often unique and can be complex, requiring the specific intellectual property and intangible asset valuation experience that we have. We have a long history of successful delivery with advisors and clients who can use our experience to enhance value.

Family Partnership Valuations

Our experience valuation team are all ex-Big 4. They know rules to enable efficient transfer of business ownership. Navigating the IRS rules can be complicated, using our services can help determine the discounting rules required to maximize your ultimate value. Contact us for more information.

PPAs and Goodwill Valuations

We have extensive experience performing purchase price allocations and goodwill impairment testing for U.S. GAAP and IFRS reporting purposes. Impairment testing is performed on goodwill and other long-lived assets. We regularly work with all of the large public, regional and local accounting firms. Our principals have performed over 500 business combination engagements over the past decade, valuing both domestic and international assets. Our valuations are performed by senior accredited valuation experts holding one or more of the following professional credentials: CFA, ASA, IA, ABV, CPA and MBA.

Additional Valuation Services

ASC 718 (FAS 123R)
Founder or Shareholder buy-outs (startup)
LLC to C-corp conversion
Mergers, spin-offs, divestitures
Intangible asset valuations
Fair Value of Warrants with Downround Protection
Fair Value of Preferred stock with Clawback Provisions
Valuation of complex securities and embedded derivatives
Monte Carlo simulation analysis
Real options and probability tree valuations for drug development
Interest Rate swap valuations
Portfolio Valuation
Appraising partner interest for Gift/Estate purposes or divorce

Advisory Services

Foreign entities setting up US subsidiaries
Charitable Donations
Trusts & Estates analysis and structuring
Complex intangible asset valuations
Fairness or Quasi-fairness opinions
Transfer Pricing