VALUE INCORPORATED IS…

a financial valuation consulting firm specializing in business valuation, securities valuation, intellectual property valuation, determination of economic damages, and other financial opinions, for a wide variety of purposes including financial & tax reporting, transactions, and litigation.

Our professionals have been personally
and professionally involved in numerous transactions over the years, which means we understand your needs and how to deliver the right solutions under pressure.
We provide valuation opinions to publicly-traded and privately-held companies to assist them in satisfying a wide variety of financial & tax reporting requirements.
In the event you require expert analysis or testimony, the professionals at VALUE are experienced in providing consulting services where financial, economic or valuation disputes arise.
TRANSACTIONS
We analyze transactions on both the buy- and sell-sides, and provide fairness and solvency opinions for boards of directors and other fiduciaries. We analyze strategic alternatives for boards who take comfort that we have no potential conflict of interest if we recommend a sale, given that we won’t have any additional compensation if they enter into a deal. We assist with valuation due diligence to ensure that buyers know what they are buying and we provide purchase price allocations so the deal can be accounted for properly. We also assist clients interested in licensing intellectual property in determining appropriate structures and royalty rates.

OUR PROFESSIONALS HAVE BEEN PERSONALLY AND PROFESSIONALLY INVOLVED IN NUMEROUS TRANSACTIONS OVER THE YEARS, WHICH MEANS WE UNDERSTAND YOUR NEEDS AND HOW TO DELIVER THE RIGHT SOLUTIONS UNDER PRESSURE.

• Fairness Opinions • Solvency Opinions • Reasonably Equivalent Value Opinions • Strategic Alternatives Analysis • Buy- and Sell-Side Transaction Advisory • Analysis of Financing Needs • Valuation Due Diligence • ASC 805 – Purchase Price Allocation • Buy/Sell Agreements • Intellectual Property Licensing • Value Creation Consulting • Exit Strategy Consulting • ESOP Transaction Valuation

Our valuation expertise also provides a platform for advising clients on the best ways to enhance their companies’ valuations and how to plan their exit at the right time and best price. Whether your reporting requirements are mandated by the SEC, the IRS, your lender or your own internal controls, turn to VALUE.

FINANCIAL & TAX REPORTING
Financial reporting engagements, include purchase price allocations, valuations of goodwill and intangible assets, and impairment studies as well as valuations of securities associated with stock-based compensation. Our opinions are frequently tailored to address tax issues such as corporate income tax reporting and disputes, estate and gift tax reporting and disputes, charitable contributions, transfer pricing, and purchase price allocations.

WE PROVIDE VALUATION OPINIONS TO PUBLICLY-TRADED
AND PRIVATELY-HELD COMPANIES TO ASSIST THEM IN SATISFYING A WIDE VARIETY OF FINANCIAL & TAX REPORTING REQUIREMENTS.

ASC 805 – Purchase Price Allocation • ASC 350 – Valuations of Goodwill & Intangible Assets • ASC 360 – Impairment Studies • ASC 718 – Valuation of Stock-Based Compensation • ASC 820 – Fair Value Measurements • Fair Value Reporting of Investment Portfolios • Corporate Income Tax Reporting & Disputes • Estate & Gift Tax Reporting & Disputes • Estate Planning Valuations • Charitable Contribution Deductions • IRC 482 -Transfer Pricing Studies • IRC 83b – Stock Valuation • IRC 409A Non-Qualified Deferred Compensation • Ad Valorem Tax Valuation • C-S Conversion • SOP 90-7 Fresh Start Accounting • Partnership Discount Studies • Restricted Stock Discount Studies

LITIGATION
Our opinions and testimony are often relied upon by the courts to establish the values of businesses, securities and assets and to quantify economic loss or damages. Our consultants assist both plaintiffs and defendants in mediation, arbitration and trial and have served as court-appointed experts as well. We have experience in a wide variety of venues including state, district, federal, tax and bankruptcy courts. No matter how strong your legal case is, financially optimal settlements and decisions are only possible with strong, credible evidence and experts.

IN THE EVENT YOU REQUIRE EXPERT ANALYSIS OR TESTIMONY,
THE PROFESSIONALS AT VALUE ARE EXPERIENCED IN PROVIDING CONSULTING SERVICES WHERE FINANCIAL, ECONOMIC OR VALUATION DISPUTES ARISE.

Valuation Disputes • Economic Damages • Intellectual Property Valuation • Intellectual Property Infringement • Shareholder Disputes • Tax Litigation • Securities Fraud Disputes • Bankruptcy Advisory • Fraudulent Conveyance • Divorce • Appraisal Rights Cases