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Business valuations are required in many instances including mergers and acquisitions (M&A), gift and estate planning, and buy/sell agreements.

Our business valuation services prove their worth. LBMC’s highly experienced Valuation Advisory has comprehensive experience and services to provide defensible assessments that put you in a positive light.

We help our clients understand the valuations of acquisition targets while consulting with them to insure that amounts paid pursuant to compensation and joint venture agreements comply with the fair market value standard.

We have the accreditations, certifications and expertise to analyze and communicate company valuations, intangible assets, compensation arrangements for transactions, and regulatory compliance issues that cover the spectrum of private and public companies in many industries. In addition to our Business Valuation and M&D teams, we also incorporate and customize services from the LBMC Family of Companies to conquer your valuation needs in the most effective and satisfying way.

Healthcare Compensation  Valuation Healthcare and Physician  Practice Valuations

Reasons to value your business:

Merger & Acquisition
Merger & Acquisition
Gift & Estate Tax Planning and Reporting
Gift & Estate Tax Planning and Reporting
Intangible Asset Valuation / Purchase Accounting
Intangible Asset Valuation / Purchase Accounting
Strategic Planning
Strategic Planning
S-Corp Election
S-Corp Election
Stock Compensation
Stock-Based Compensation
 

LBMC has in-depth valuation experience serving:

  • Closely held and middle market companies
  • Healthcare organizations and physician practices
  • Public, near-public and private equity companies

We have been engaged to provide business valuation services for the following purposes:

  • Valuation of intangible assets, contingent earn outs and restricted stock for purchase price allocations
  • Testing for goodwill impairment
  • Valuation of stock-based compensation including stock options, restricted stock and stock appreciation rights (Section 409A and Section 83(b))
  • Merger and acquisition services
  • Due diligence services
  • Fairness opinions
  • Employee stock ownership plans
  • Litigation proceedings

Our clients operate in diverse industries (e.g. distribution, healthcare, technology, manufacturing) and have retained us to value several types of intangible assets including the following:

  • Trade names and trademarks
  • Internally developed proprietary software
  • In-process research and development
  • Customer contracts and relationships
  • Backlog
  • Non-competition agreements
  • Assembled workforce

LBMC’s Valuation Advisory Services Team helps you meet the increased financial reporting challenges resulting from FASB’s fair value guidance (e.g. ASC Topics 350, 360, 718, 805 and 820). We also perform valuations of equity-based compensation to comply with Internal Revenue Code §409A.

Our experienced team works with management to obtain the proper support for our analysis and communicates the results of our analysis to our clients and their auditors with a highly defensible report. Combining LBMC’s valuation services with our tax, accounting and financial expertise creates a unique environment to meet our clients’ valuation needs.

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