Privately held companies require almost all the same fair value estimates that public companies do – as long as their investors or lenders require U.S. GAAP financial statements. In addition, due to the lack of a ready trading market for their shares, private companies and their shareholders require valuations of their own equity for financial reporting, tax, and other reasons. Pluris professionals have significant experience with valuations of private companies for the following purposes:
- Estate Tax, Gift Tax, and Succession Planning
- Purchase Price Allocation / Goodwill Impairment
- Buy/Sell Agreements
- C to S conversion
- Corporate Planning
- Corporate Inversions
- Transaction Opinions (Fairness/Solvency)
- ESOPs
- Controversy Support
- Equity Based Compensation (IRC §409A / ASC 718)
Due to the heightened scrutiny by the IRS, SEC, and other regulatory agencies, the need for an independent, qualified, and experienced valuation advisor is more important than ever. Within each product group, our robust data and knowledge of closely scrutinized assumptions in the context of regulatory changes are the foundation of our defensible valuations.