Financial and Tax Reporting

Adams Capital provides valuation services for financial and tax reporting purposes. Financial and tax reporting valuation include:

	Financial instrument valuation – we determine the value of stock options or other complex financial instruments including convertible preferred stock, for which a ready market does not exist, so that the company can accurately record related compensation expense and the recipients can accurately record income.
	Intangible assets valuation – we determine the value of patents, trademarks, and tradenames so appropriate tax deductions can be supported. If a company wishes to take advantage of tax laws which allow it to claim a deduction related to the value of its tradenames or trademarks under certain circumstances, we value these intangible assets for the purpose of determining a reasonable royalty rate.
	Net operating loss ("NOL") carryforwards valuation – We determine the amount of NOLs that may be utilized to reduce taxable income on a post-acquisition basis.
	Common stock or partnership interest valuation – Our valuation determines the value of a non-public company equity interest for financial and tax reporting purposes.

Many circumstances generate the need for a qualified appraisal or other valuation services. The professionals of Adams Capital are experienced in identifying those circumstances and recommending appropriate valuation services.

Adams Capital's professionals are experts in financial and tax reporting valuation. Our backgrounds in finance, accounting, taxation, and law, and our experience with over 2,000 public and private transactions, allow us to provide credible valuation conclusions.

Adams Capital will improve your understanding of how to work within the applicable reporting guidelines while meeting fiduciary responsibilities and realizing financial goals.

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