Fidelity Appraisals provides business valuations and related services, and we provide consultation that helps our clients fully utilize the expert valuations that we prepare for them. Our professionals provide insightful expertise in the valuation process that clients, their advisors and fiduciaries can integrate into budgeting, planning and business development, as well as liquidity strategies.
Fidelity Appraisals valuations are always prepared in a professional, accurate, and cost-effective manner. We offer valuation and consulting services for a variety of needs. Your reports are prepared in accordance with industry best practices by an Accredited Senior Business Appraiser. Our clients range from approximately $500,000 to as much as $500,000,000 in annual revenues. We serve client that represent just about sector of the economy. We will work diligently for you in the credible valuation of your business, entrepreneurial venture or professional practice, including where others fall short in the often challenging but very important task of valuing intellectual property, ESOPs, and other assets.
Along with providing stellar service in all valuation matters, Fidelity Appraisals can consult you in action planning for creating demonstrative value in any business entity or enterprise. For business owners considering an exit strategy or liquidity of the business within 5 years, we’ve assembled a competent team of experts in business, finance and estate planning to create a very helpful liquidity road-map. This road-map serves as a coordinated, strategic, multi-stage guide to optimizing your strategy and maximizing your businesses value.
We invite you to contact us and start realizing the benefits that result from becoming a valued client.
Needs for business valuation include:
Capital Markets / Liquidity |
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| Buy a Business | Sell a Business |
| Private Equity or Venture Capital | Sales to Insiders / Relatives |
| Bank loan or other loan | ESOP / Management Buyout |
| Accredited Investors / Outside Institutions via Private Placement | IPO: underwritten, self-underwritten, reverse merger or via bankruptcy (US or abroad) |
| Strategic Alliance | Joint Venture |
| Combination Merger / Cash Out | Licensing and franchising |
| Ongoing Assessment of Capital Markets Options | Post-transaction Asset Allocation §368 |
Financial Reporting − Acquiring & Divesting |
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| Acquisition - Allocating Purchase Price | Goodwill & Intangible Asset Impairment Analysis under ASC 350 (SFAS 142) |
| Fairness Opinion & Solvency Opinion | |
| Restricted Stock Compensation (SEC Rule 144) | Impairment or Disposal of Long-Lived Assets Under ASC 360 (SFAS 144) |
| Stock for Stock Exchange with Public Company | International Accounting Standards Compliance (IAS 36 & 38) |
| Intangible Asset / Intellectual Property Appraisals (patents, copyrights, royalties, trademarks) | Option Pricing / Share-based Payments under ASC 718 (SFAS 123R) |
| Valuation Allowance Considerations under ASC 740 (FAS 109 and FIN 48) | |
| International Financial Reporting Standard Compliance (IFRS 2 & 3) | Business Combination under ASC 805 (SFAS 141) |
| Buy-sell & Key-man Agreement | Interactive Budgets and Projections |
| Benchmarking | Phantom Stock / Appreciation Rights |
| Value Adding | Strategic Planning for Value Growth™ |
Tax Compliance Requirements |
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| Built-in Capital Gains Analysis | Subchapter S net recognized built-in gain calculation |
| C Corp. to S Corp. Conversion | |
| Common Stock | Roth IRA Conversions |
| Cost Segregation Study | Transfer Pricing |
| Gifting Programs (FLPs, LLCs, CRTs) to charities, employees, children | Research & Development Analysis and IRC §41 Tax Credits |
| Restricted Stock Options (IRC §409A) | Estate Tax Planning & Filings |
Litigation Support |
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| Securities Fraud Detection | Bankruptcy: Debtor, Creditor or Shareholder |
| Lost Profits & Damages | Collaborative Legal Expert Testimony |
| Forced Restructuring | Divorce or Shareholder Dispute / Resolution |