Financial and Tax Reporting
Many financial and tax reporting circumstances require qualified, independent valuation services. When a company goes public, issues stock options, or transfers or sells equity interests, a valuation is required for reporting purposes. Adams Capital's professionals are experienced in identifying those circumstances and recommending appropriate valuation services such as:
- Financial instrument valuation- When a company issues stock options or other financial instruments such as convertible preferred stock, the instruments must be valued so that the company can accurately report related compensation expense and the recipients can accurately report income.
- Intangible asset valuation- If a company takes advantage of tax laws that allow it to claim a deduction related to the value of its intangible assets, those assets, including patents, trademarks, and tradenames must be valued by an independent professional.
- Closely held business interest valuation - A company must properly report the value of nonpublic company equity interests when acquiring, divesting, or transferring its equity interests.
- Partnership interest valuation - When a partnership is formed to effectively manage a family's assets, partnership interests must be valued for tax reporting purposes.
- Net operating loss ("NOL") carryforward valuation - A company can utilize NOLs to reduce taxable income on a post-acquisition basis.
Adams Capital's professionals have significant experience performing valuation services for financial and tax reporting purposes. 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. Please call Adams Capital to better understand how your company can work within the applicable reporting guidelines, meet fiduciary responsibilities, and realize financial goals.
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©Copyright 2005, Adams Capital, Inc.
Updated April 2005
Adams Capital, Inc. - Business Valuation Services
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