Precise valuations for creating and preserving worth

Business valuations are commonly required in acquisitions, stock compensation, impairment testing, estate planning, divorce, shareholder disputes, buy/sell agreements and other situations. Whether you’re involved in the sale or purchase of a business, or just complying with complex financial reporting and tax requirements, Pine Hill valuation specialists provide objective and independent assessments of value for the purposes of financial reporting, transactions and family-business succession planning.

We provide financial opinions to private equity firms, privately-held and publicly traded companies, attorneys, financial advisors and high networth individuals seeking to turn critical and complex financial issues into opportunities for growth, resilience and long-term sustainability. Allocating fair value in an acquisition, valuing equity securities and debt instruments, measuring interests in a closely held business for estate planning purposes, are just some of the many areas in which we have valuation experience.  

Pine Hill valuation specialists can provide accurate and defensible valuations in the following areas:

  • Purchase price allocations – independent valuation of the assets acquired and liabilities assumed in a business combination, helping allocate the value of the purchase consideration to the identifiable tangible and intangible assets acquired and to goodwill (ASC 805).
  • Stock based compensation – valuation of equity securities, employing a full range of valuation techniques, including Monte Carlo simulation analysis, binomial lattice models and Black-Scholes  (IRC 409A / ASC 718).
  • Fair market value - determining the fair market value of company stock so that you can execute business decisions in the most tax-efficient manner. We assist in determining fair market value while navigating changing tax law and shifting regulations.
  • Impairment testing – ascertaining the fair value of goodwill and indefinite-lived intangible assets for potential impairment, as well as performing the recoverability test for long-lived assets (ASC 350/360).
  • Strategic planning – valuing potential acquisition targets, buy-sell planning and granting stock options. 
  • Estate and gift tax – valuation of interests in closely held businesses or other securities, as well as discount studies for partnerships or other estate planning vehicles.  
  • Litigation support – valuing business interests or quantifying damages when encountering situations such as marital dissolution, shareholder disputes or events causing disruption.  

Sean O'Reilly