Services Provided by Valcon Partners, Ltd.
Why do you need an appraisal ? Please visit our Valuation Answers Section for more information.
The valuation professionals affiliated with Valcon Partners, Ltd. are experts at valuing tangible assets and at providing tangible asset consulting.
Examples of tangible assets include, but are not limited to the following:
- Machinery and Equipment/Personal Property
- Real Estate
- Accounts receivables
Through our extended network, Valcon Partners, Ltd. can also provide intangible valuation services.
Examples of intangible assets include, but are not limited to the following:
- Trademark/Trade Name
- Trade Secrets
- Patents and Un-patented Technology
- Assembled Workforce
- Customer Relationships
Other services provided by Valcon Partners, LTD.
Various client specific, publicly available, and internal proprietary data is analyzed in order to conclude the useful life for a specific asset or group of assets. Lifing Studies are beneficial for setting expected normal useful lives and remaining useful lives for financial reporting purposes, planning for rebuilds and retirements, appealing personal property tax assessments and other purposes.
Various client specific, publicly available, and internal proprietary data is analyzed to conclude on potential functional and/or economic obsolescence deductions for a specific asset or group of assets. Obsolescence Studies are beneficial for appealing personal property tax assessments, helping establish remaining useful lives, and other purposes.
Asset Segregation and Verification Studies:
Various proven methods are utilized to verify the existence of assets at the facility, reconcile the assets to the fixed asset records, eliminate “ghost assets”, and re-classify assets as appropriate. We take an engineering related approach which analyzes assets in appropriate detail and goes beyond the “low hanging fruit.” Asset Segregation and Verification Studies are beneficial for appealing personal property tax assessments, meeting the reporting needs of Sarbanes Oxley, and several other reasons.
Valcon Partners, Ltd. can provide teams of individuals to tag, document, and verify the various tangible assets that make up any occupancy including offices, manufacturing plants, airports, hospitals, warehouses and other occupancies. We can either team with the client's personnel or undertake the complete process from start to finish.
Asset Tagging is most beneficial when paired with the Asset Segregation and Verification Studies mentioned above or the Asset Tracking Programs mentioned on the next page. This process is beneficial for tracking assets, appealing personal property tax assessments, meeting the reporting needs of Sarbanes Oxley, and several other reasons.
Asset Tracking Programs:
Valcon Partners, Ltd. affiliated professionals work closely with client personnel to review current asset tracking, reconciliation, and disposal procedures, analyze their strengths and weaknesses, and recommend potential improvements. As an additional step, we can assist in investigating potential software solutions as well. Asset Tracking Programs are most beneficial when paired with the Asset Segregation and Verification Studies or the Asset Tagging mentioned on the previous page. This process is beneficial for tracking assets, meeting the reporting needs of Sarbanes Oxley, and several other reasons.
Cost Segregation Studies:
Valcon Partners, Ltd. affiliated professionals assist clients who have built a new facility, remodeled an existing facility, or purchased a facility by providing cost segregation studies which maximize tax depreciation and potentially minimize property tax by allocating building and improvement costs among various tax categories. The approach utilized includes the following major activities:
- Analyzing blue prints and specifications and perform field inspections to properly identify the various assets and asset categories
- Segregate construction components and allocate costs based on an engineering based approach and familiarity with pertinent tax law
- Estimate functional and economic obsolescence
- Estimate useful lives, removal costs, and salvage values.
Expert Witness and Litigation Support:
Whether the dispute involves an entire business enterprise or specific assets, the professionals affiliated with Valcon Partners, Ltd. have the experience and resources to work with your attorney and management.
Do you have valuation questions? Valcon Partners, Ltd. has the answers