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Business Valuations Related to Corporate Finance Transactions

Managers and owners of businesses involved in corporate finance transactions such as sales, acquisitions, IPOs, and private placements need accurate information to guide their decision making. The Wharton team will provide you with expert valuation services so you can make the most informed decisions or with a fairness opinion to provide external assessment of a transaction’s terms. We are experts in providing companies with high quality analysis, personalized service and actionable results.

  • Gift, Estate and Inheritance Taxes and Estate Planning
  • Litigation Support and Expert Witness Services
  • Business Valuations for Corporate Finance Transactions
    • Sale or Merger of the Company
    • Acquisitions
    • Initial Public Offerings
    • “Cheap Stock” Valuations
    • Private Placements of Debt and Equity Securities
    • Reorganization, Recapitalization and Bankruptcy
    • Financial Restructuring for Nonprofit Organizations
    • Buy-Sell Agreements
    • General Corporate Planning
  • Stock Options and Other Equity Based Compensation
  • Portfolio Valuation for Investment Managers
  • Financial Reporting for Mergers and Acquisitions
  • Valuation of Intangible Assets
  • Employee Stock Ownership Plans (ESOPs)
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