Valuation and Transaction Advisory

Executives, financial managers and business owners that need valuation and transaction advisory services want partners with focused knowledge and current, real-world experience. Reznick Group has more than 30 years’ experience, a team of acknowledged leaders, and the breadth and depth of a national operation to draw from in providing our clients with a range of advisory services. 

We offer services related to evaluating a sale or acquisition, planning for growth or business succession and complying with strict tax and financial reporting guidelines.  

Our valuation and transaction advisory professionals have performed hundreds of engagements with public companies and closely-held businesses in industries that include construction, financial services, healthcare, media, real estate, retail, technology, telecommunications and wholesale. Our goal is to provide clients with the quality advice, responsiveness and high level of service that have helped create one of the fastest growing valuation and transaction advisory practices in the country. 

Services 


Financial Reporting and Tax Related Valuation

  • Charitable contributions
  • Corporate reorganizations and restructurings
  • Estate and gift tax
  • Goodwill impairment studies in accordance with SFAS 142
  • Net operating loss limitations
  • Purchase price allocations in accordance with SFAS 141
  • Transfer pricing
  • Valuing stock-based compensation and options

Transaction and Strategic Advisory Services

  • Business plans and projections
  • Business succession planning
  • Buying or selling a business
  • Buy/sell agreements
  • Deal structuring
  • ESOP feasibility studies and advisory
  • Establishment of reasonable royalty rates for licensing intellectual property
  • Financial and tax due diligence
  • Merger and acquisition advisory
  • Profit and value enhancement studies
  • Raising capital
  • Sale of tangible or intangible assets
  • Valuations for employee stock ownership plans

Real Estate Transaction Advisory

  • Acquisition or sale of property or ownership interest
  • Debt or equity financing
  • Market feasibility studies
  • Portfolio analysis
  • Valuation for all property types nationally
  • Valuation of mortgages, mortgage-backed securities, and mortgage-servicing rights
  • Valuation studies of fractional interests in real estate holdings, including limited and general partner interests