Our Services
Our valuation professionals provide specialized experience for a variety of purposes across a wide range of industries. Our services include the valuation of business enterprises, intangible assets, preferred stock and other equity classes, options, complex debt securities, partnership and limited liability company interests, and tenancies-in-common.
With diverse backgrounds in business valuation, finance, strategic planning, and corporate reorganization and restructuring, our experts have the knowledge to understand the impact on value of market and economic trends and tax and regulatory issues. Most importantly, we understand the need to provide valuation products that will withstand scrutiny. Our experience includes success in the final disposition of complex valuation issues through IRS conferences, informal negotiations, depositions and court appearances.
If you are seeking valuation expertise in any of the following areas, contact Mitchell Fox Valuation Advisors today. In a brief consultation, we can assess your needs and determine how best to help you and your company. Contact us for more information.
Estate and Gift
Our estate and gift experience is unique in the valuation market due to the number of complex cases and dispute resolutions in which we have been involved, including the provision of expert testimony in the U.S. Tax Court and the U.S. Court of Federal Claims. In addition, our valuation professionals have been retained as experts by the Internal Revenue Service and the Department of Justice on issues ranging from reasonable compensation to the valuation of contingent legal claims. The breadth of our experience is a key advantage in providing credible analyses and well-documented reports that are designed to withstand scrutiny at all levels. Whatever the issue – S corporation taxes, discounts for fractional interests in investment holding companies, the valuation of carried interests in private equity funds, or the valuation of an operating company with unique risk characteristics – we provide the highest quality services.
Corporate Tax
In the area of corporate tax, we provide thorough, independent and credible valuations that help our clients understand all elements of their tax strategies. We have successfully supported our work in front of taxing authorities in both domestic and international venues. Our expertise extends to issues including inter-company transfer pricing, international tax reorganizations, debt restructuring, purchase price allocation, non-competition agreements and like-kind exchanges of tangible/intangible assets.
Intellectual Property
Intellectual property, or more broadly intangible assets, is a key component of value for many organizations. Such assets include patents, software, trademarks and trade names, customer relationships, know-how, assembled workforce, favorable contracts and expansion options, among others. Our analysts have extensive experience in the valuation of intellectual property for a variety of client needs. We have advised on transactions involving valuation consideration for intellectual property, and for licensing arrangements, strategic planning, capital requirements, tax planning and financial reporting, and bankruptcy. In addition, we can help you better understand the factors that are necessary to create and sustain intangible asset value in the overall concept of business operations.
Executive Compensation
In the area of executive compensation, our team of experts provides thorough and supportable analysis for tax-related issues and dispute resolution. Reasonable compensation is an issue in many valuations, primarily in the areas of compensation adjustments to market levels to provide a more accurate picture of profitability. This can be particularly important when considering value on a wholly owned basis for transaction planning. Our experience extends to reasonable compensation challenges, including the provision of testimony on such matters, for tax purposes and for disputes ranging from shareholder rights to marital dissolution. In reviewing compensation issues, we consider comparable compensation from salary surveys and publicly available sources as well as the independent investor test, with the experience to assess the many issues that can arise with unique companies and employees.