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.
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.
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.
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.
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
Contact us on: 212-464-7178 or email info@oxfordvp.com
Advisory Services
Contact us on: 212-464-7178 or email info@oxfordvp.com