Business Appraisal

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

Buy a BusinessSell a Business
Private Equity or Venture CapitalSales to Insiders / Relatives
Bank loan or other loanESOP / Management Buyout
Accredited Investors / Outside Institutions via Private PlacementIPO: underwritten, self-underwritten, reverse merger or via bankruptcy (US or abroad)
Strategic AllianceJoint Venture
Combination Merger / Cash OutLicensing and franchising
Ongoing Assessment of Capital Markets OptionsPost-transaction Asset Allocation §368

Financial Reporting − Acquiring & Divesting

Acquisition - Allocating Purchase PriceGoodwill & 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 CompanyInternational 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 AgreementInteractive Budgets and Projections
Benchmarking Phantom Stock / Appreciation Rights
Value AddingStrategic Planning for Value Growth™

Tax Compliance Requirements

Built-in Capital Gains AnalysisSubchapter S net recognized built-in gain calculation
C Corp. to S Corp. Conversion
Common Stock Roth IRA Conversions
Cost Segregation StudyTransfer Pricing
Gifting Programs (FLPs, LLCs, CRTs) to charities, employees, childrenResearch & Development Analysis and IRC §41 Tax Credits
Restricted Stock Options (IRC §409A)Estate Tax Planning & Filings

Litigation Support

Securities Fraud DetectionBankruptcy: Debtor, Creditor or Shareholder
Lost Profits & DamagesCollaborative Legal Expert Testimony
Forced RestructuringDivorce or Shareholder Dispute / Resolution