Valuation and Transaction Advisory Services

With the increased complexities of financial reporting and tax guidelines, the need for clear and thorough valuations has escalated dramatically. Constantly evolving guidelines make substantiating the value of business assets and liabilities more challenging and important than ever before. The process involved in completing financial transactions has become equally complex. More than ever, keen business and regulatory insights are needed to help ensure success in ever-changing markets.

Reznick Group provides our clients with a wide range of valuation and transaction advisory services that include asset valuation management, real estate investment valuation, strategic advisory services and more. Our valuation and transaction advisory team draws from more than 30 years of experience and the breadth and depth of a national firm in providing focused knowledge and current, real-world experience to executives, financial managers and business owners.

Financial Reporting and Tax-Related Valuations

Reznick Group helps businesses comply with strict tax and financial reporting guidelines, providing valuation services related to business entities, intellectual property, intangible assets, common and preferred stock and other securities in addition to partnership interests, private debt instruments, options, warrants, and other derivative products. We work with public companies and closely-held businesses in industries that include construction, financial services, healthcare, media, real estate, retail, technology, telecommunications and wholesale.

Services

  • Fair value measurements (ASC 820)
  • Purchase price allocations (ASC 805 and IRC 1060)
  • Goodwill impairment studies (ASC 350)
  • Real estate, tangible and intangible asset impairment studies (ASC 360)
  • Portfolio valuation review for investment funds
  • Stock-based compensation and options (IRC 409A and ASC 718)
  • Valuation of derivatives and embedded derivatives (ASC 815)
  • Intellectual property
  • Charitable contributions
  • Estate and gift tax
  • Net operating loss limitations
  • Corporate reorganizations and restructurings
  • Transfer pricing

Transaction and Strategic Advisory

With a combination of financial accounting, investment banking, tax, valuation and SEC regulatory experience, Reznick Group provides our clients with customized services and deep industry experience to help them complete transactions successfully and in full compliance with SEC and other regulations. Working with private equity groups, venture capitalists, investment banks, attorneys, and commercial banks, our transaction and strategic advisory team draws on their extensive experience to deliver functional guidance into each transaction.

Services

  • Compensation studies
  • Fairness opinions
  • Merger/acquisition advisory
  • Buy/sell agreements
  • Deal structuring
  • Financial/tax due diligence
  • Debt or equity financing
  • Succession planning
  • Establishment of reasonable royalty rates (intellectual property)
  • Valuations for employee stock ownership plans (ESOP) and ESOP feasibility studies
  • Valuation of complex financial instruments and derivatives, including PIPE transactions
  • Business plans/projections; profit/value enhancement
  • Monte Carlo simulations, forecasting and optimization

Real Estate and Tangible Asset Valuation

Reznick Group maintains a significant focus in the real estate industry, providing services to affordable housing and commercial real estate developers, REIT managers, investors, syndicators and construction managers.

Our valuation and transaction advisory group provides industry-specific real estate valuation services that go beyond the high volume appraisal firms. We also provide business insights to help real estate clients succeed in an ever-changing global market.  Our clients include leading capital markets firms, investment and commercial banks, development and construction firms, REITs, partnerships, individual property owners and law firms.

Services

  • Appraisal for all property types nationally
  • Appraisal review and consulting
  • Fair value analysis and consulting
  • Fractional interests in real estate, including limited and general partner interests
  • Acquisition/sale and financing of a property or ownership interest
  • Market analysis and feasibility studies
  • Portfolio analysis
  • Valuation of mortgages, mortgage-backed securities and mortgage servicing rights
  • Arbitrage rebate analysis
  • Valuation of energy generation systems, including wind and solar for financing and tax credit/grant