Valuations

Business and intangible asset valuations and appraisals

Valuations serve a critical purpose and help clarify value during a number of situations including M&A transactions, disputes, buy-outs, compensation, forecasting, strategic planning, borrowing money, equity raises, or go-to-market decision making. Regardless of need, timely and accurate valuation services give you the ability to act from a position of knowledge and strength—critical for any business, enterprise, or asset requires in-depth, specialized knowledge. We bring qualified business valuation services to business owners, attorneys, financial planners, insurance companies, judges, financial institutions, real estate appraisers, and business brokers.

Backed with the Accredited Business Valuation (ABV) and the National Association of Certified Valuators Analysts (NACVA) designations, BW Arpeggio’s valuation experts are independent, knowledgeable, and objective.

Common issues we solve:

  • Buy/sell opportunities
  • Disputes over business valuations to assess buy/sell analysis, financing structures, partnership agreements, intangible asset evaluation, strategic planning, goodwill impact testing, compensation structuring, stock option appraisals, and other business insights
  • Long-term financial forecasting
  • Buy-outs or bringing in a business partner
  • Buy, sell or license intellectual property such as patents, trade secrets, software code, franchising rights, copyrighted material, or trademarks/tradenames
  • Value of stock option and warrant compensation
  • Fair value accounting requirements
  • Performance metrics
  • Investing in a new line of business or shutting down an existing one
  • Borrowing money versus equity raises

Our team helps with:

  • Financial Reporting
  • Tax Reporting
  • Transaction Advisory
  • Dispute Resolution