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Valuation Questions and Answers

Are you considering purchasing a company, selling all or a portion of your company, or merging with another company?

If so, we can provide the following:

  • Financial and tax reporting valuations of tangible and intangible assets after the purchase to meet the requirements of ASC 805, ASC 820, IFRS 3, IAS 16, etc.
  • Evaluation of the appropriateness of the asking price prior to the purchase of a location, division, or company.
  • Providing a cost segregation analysis of the real estate and improvements in order maximize tax depreciation and potentially minimize property taxes.
  • Establishing the sales price for a location, division, or company.

Do you need to investigate your business for potential impairment?

If so, we can provide the following:

  • Financial reporting valuation of the tangible and intangible assets to meet the requirements of ASC 360, ASC 350, IAS 16, etc.

Are you contemplating purchasing or selling used equipment or real estate assets?

If so, we can provide the following:

  • Evaluation of the appropriateness of the asking price prior to the purchase of a personal property or real estate asset.
  • Estimation of useful or remaining useful life.
  • Establishing the sales price for a personal property or real estate asset.

Are you entering into a lease or a sale/leaseback agreement or is a lease you are in coming to an end?

If so, we can provide the following:

  • Determining the initial value at the inception of the lease and the projected residual value at the end of the lease.
  • Establishing the market value of the asset at the termination of the lease.

Are you obtaining financing or refinancing your current assets?

If so, we can provide the following:

  • Valuation of personal and real property for the establishment of the level of asset based financing.
  • Surveillance valuations for the maintenance of revolving financing agreements.

Are you assured that your real and personal property is being taxed appropriately?

If not, we can provide the following:

  • Summary valuations of the real and personal property for internal planning purposes.
  • Detailed real and personal valuations which can be presented to a tax court or tribunal.
  • Asset segregation and verification studies.
  • Cost segregation studies.
  • Maintenance and rebuild studies.
  • Obsolescence studies focusing on the quantification of functional and/or economic obsolescence.
  • Lifing and retirement studies.
  • Expert testimony.

All taxing authorities require thorough documentation for any appeal or to consider negotiations.

Are you assured that your real and personal property is being insured appropriately (i.e. not over or under insured)?

If not, we can provide the following:

  • Summary valuations of the real and personal property for internal planning purposes.
  • Detailed valuations of the real and personal property which can be provided to your insurance carrier or broker.

A comprehensive insurance appraisal can also provide detailed documentation in the event of a loss, making an adjuster's job easier, leading to smoother negotiations and more accurate loss payments.

Would you like to gain better control over all of your tangible assets?

If so, we can provide the following:

  • Asset tagging and tracking programs.
  • Asset segregation and verification studies.
  • Cost segregation studies.
  • Maintenance and rebuild studies.
  • Obsolescence studies focusing on the quantification of functional and/or economic obsolescence.
  • Lifing and retirement studies.

Are you liquidating or otherwise disposing of any personal property or real estate assets?

If so, we can provide the following:

  • Establishing the appropriate price for a personal property or real estate asset.

Are you donating assets to a charity or any other organization?

If so, we can provide the following:

  • Establishment of the appropriate market value of the asset to the recipient and providing documented support for tax deduction purposes for the donor.

Per IRS regulations, the donation of any asset or group of assets with a value of $5000 or more requires that a signed appraisal be attached to the tax return and that the appraiser sign form 8287.

Is your business going thorough a bankruptcy or reorganization?

If so, we can provide the following:

  • Valuation for asset based financing including debtor in possession (“DIP”) financing.
  • Identification and valuation of intellectual property and other tangible assets.
  • Allocation for “fresh start” accounting purposes.
  • Expert testimony.

Are you building a new facility or performing major renovations to existing facilities?

If so, we can provide the following:

  • Perform cost segregation studies.
  • Valuation of real estate for a variety of purposes including insurance, financing, tax reporting, etc.
 
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