Armanino's CFO Advisory Services - Valuation and Forensic Services Profile

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Armanino’s dedicated Forensic and Valuation Services team has over 17 years of experience with start-up to mature companies, including equity valuations for both private and public companies. When it comes to valuation services, experience matters. We have completed over 1,500 valuations in our history and have a track record of delivering industry-leading expertise and value to clients.

Transcript of Armanino's CFO Advisory Services - Valuation and Forensic Services Profile

Page 1: Armanino's CFO Advisory Services - Valuation and Forensic Services Profile

CFO ADVISORY SERVICES FORENSIC AND VALUATION

Contact Armanino to discuss how we can help you with your valuation needs.

Jeff Stegner Partner 925 790 2692 [email protected]

Dirk Van Dyke Director, Valuation Services 408 200 6404 [email protected]

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Armanino has one of the largest and most experienced Forensic and Valuation Services groups in the San Francisco Bay Area.

Armanino’s dedicated Forensic and Valuation Services team has over 17 years of experience with startup to mature companies, including equity valuations for both private and public companies. When it comes to valuation services, experience matters. We have completed over 1,500 valuations in our history and have a track record of delivering industry-leading expertise and value to clients.

Business Valuation

Pronouncements from the FASB and IRS have required companies to determine the value of equity issued as compensation. Additionally, the reporting of acquisitions for financial statements has evolved over the past few years. Our reports consistently meet the standards set by auditors and regulatory agencies. We also perform business valuation for shareholder buy-outs and other transitions. We often value companies with complex capital structures and work with company management as well as outside auditors to ensure our reports are routinely accepted.

Litigation Support Services

Our Litigation Support Services team performs valuation in connection with litigated matters, either working for one of the parties in dispute or as the court-

appointed neutral expert. In dispute resolution, we work to negotiate agreements before matters are submitted for trial. Our group works with some of the leading law firms in the Bay Area. In fact, we have been retained in more than 600 litigated matters and have team members who have qualified as experts in courts throughout the San Francisco Bay Area.

Estate and Gift Tax Valuation

In transitioning a business to the next generation, valuation is required to meet the adequate documentation requirements put forth by the Internal Revenue Code. Using a “fair market value” standard, our Valuation Services team considers all adjustments necessary to reflect the lack of control and marketability often found in closely-held businesses. We have been performing valuation for Estate & Gift tax purposes since early 1994.

M&A and Shareholder Buy-Out Valuation

We regularly perform valuation for acquisitions of equity interests in a wide variety of businesses. These valuations are done for the purposes of the sale of a business, a shareholder or partner buy-out, or the valuation of partial interests in businesses for negotiations and settlement purposes.

Client Testimonial

“I was very impressed with Armanino’s depth of knowledge, responsiveness, timeliness, and clear focus on our needs. With minimal distractions to my personnel, they produced a thorough, top-quality valuation.”

- Almer Mendoza, Corporate Controller, EAG, Inc.

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