Business Valuations

Business Valuations

Matheson Advisors performs skilled business valuations and takes the extra step to help clients understand their shareholder value and learn how to maximize and ultimately achieve that value. Matheson Financial Advisors provides independent business valuation consulting services that are needed for M&A transaction pricing and structure, ESOPs, management buy-outs and ownership transition plans, equity incentive programs, estate and gift tax purposes, strategic decision making, litigation support and dispute resolution, and other purposes.

Business appraisals are often considered “part art, part science,” and we apply a high level of finance to the client situation and seek to balance the details and subtleties that arise in client environments.

We prepare valuation reports to suit the needs of the client, including full narrative reports required by the IRS, ERISA, and/or the Courts, as well as strategic reports for Boards of Directors or management teams. Our team understands the importance of communicating complex business, financial, and valuation issues in a clear and concise valuation report.

The Business Valuation Services we provide include:

  • Valuations/Appraisals of Business Interests and Securities (Control and Minority Interest)
  • Independent ESOP Valuations for ESOP Trustees
  • Valuations for Mergers & Acquisitions
  • Valuations for Stock Incentive Programs (Restricted Stock, Stock Appreciation Rights)
  • Valuations for Life Insurance Funding
  • Valuations for Estate and Gift Tax Purposes
  • Valuations for Litigation Purposes
  • Stock Formula Design for Buy-Sell Agreements
  • Fairness Opinions
  • Value Maximization Analysis and Strategies
  • Capitalization of Strategic Alternative Analyses