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Valuation & Business Analytics

 

From financial reporting to transaction support, TaxBud’s professionals provide
a full consultative range of analytical and valuation services.

Overview

Every company and its underlying assets (and liabilities) are unique. At TaxBud, our professionals draw on deep experience across virtually all industries in order to deliver focused service offerings tailored specifically to your business.

TaxBud professionals provide a wide range of valuation and business analytic services. Whether you’re a startup or among the Fortune 500, all our offerings are scalable to your unique needs. Our flat, non-bureaucratic structure allows us to be nimble and responsive, all while drawing on the resources of a global accounting and consulting network.

Our select Valuation & Business Analytics services include:

  • Financial and Tax Reporting

  • Transaction Support

  • Complex Financial Instruments

  • Tangible Assets

  • Business Analytics

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    Financial and Tax Reporting

    New approaches for new regulations.

    An objective valuation analysis has never been more crucial – or more necessary. Increasingly strict regulations now require companies to perform thorough and objective valuation analyses for a variety of financial and tax reporting purposes. Today’s companies are subject to an ever-growing number of valuation related regulatory requirements, including extensive updates to new and existing guidance.

    TaxBud’s Valuation and Business Analytics professionals draw on a unique depth of experience across client sizes and industries. Backed by a vast array of both national and international resources, we’re able to scale and tailor our services to fit the unique needs of each individual client.

    Our financial and tax reporting services include:

    Financial Reporting

  • Tangible and Intangible Asset Valuation

  • Purchase Price Allocations

  • Business Interest and Equity Valuation

  • Derivatives and Complex Financial Instruments

  • Stock Based Compensation

  • Portfolio Valuation

  • Tax Reporting

  • 409A Equity Valuation

  • 280G Covenant not to Compete Valuation

  • 1060 Purchase Price Allocations

  • Stock Based Compensation

  • Foreign Investment in Real Property Tax (FIRPTA)

  • Tax Restructuring Valuation

  • 1603 Grants

  • Charitable Contributions

  • Business Interest, Partnership Interest, and Equity Valuation

  • Legal Entity Valuation

  • Estate and Gift Tax Valuation

  • C-Corp to S-Corp Valuation

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    Transaction Support

    Where experience meets independence.

    TaxBud’s Valuation and Business Analytics professionals are uniquely positioned to provide transaction support to parties contemplating or involved in a merger, acquisition, or takeover. Our teams offer a wide range of services including financial modeling, pricing analysis, and pro forma earnings impact analysis.

    TaxBud regularly provides fairness opinions as well. When considering a transaction, the fiduciary duty of a company’s board of directors becomes subject to high scrutiny. As a result, board members can become exposed to significant liability if a transaction is not in the best interests of the shareholders. In seeking a fairness opinion, board members receive supporting documentation from a professional valuation advisor which demonstrates an active fulfillment of fiduciary duties.

    Fairness opinions provided by TaxBud’s Valuation and Business Analytics professionals are based on objective, independent analyses. They include not only valuation analysis, but a comprehensive review of the transaction’s financial structure and an analysis of the type and timing of the consideration being offered.

    Our professionals assist fiduciaries in fulfilling their duties and are able to withstand scrutiny from shareholders, bondholders, or counterparties to the deal. We provide fairness opinions to boards in connection with various events and transactions, including:

  • Related-party transactions/special committee formation

  • Sale or merger transactions without auction

  • Transactions without an investment banker or advisor

  • Financing transactions that may dilute current investors

  • Board members requesting independent fairness opinions

  • Opinions required by a bond indenture or other financing document

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    Complex Financial Instruments

    Take control of regulatory requirements.

    Private equity firms, other investment companies, and corporations face additional scrutiny from regulators over complex financial instruments. TaxBud’s Valuation and Business Analytics professionals can assist with financial reporting, tax compliance, and financial management of these assets. We provide advice in a numbers of areas, including: valuation of illiquid and complex securities, hard-to-value assets, derivative (including over-the-counter derivative) valuation, portfolio company valuation, and hedge advisory.

    Our expertise with the most complex debt, equity, derivative, and real estate investments allow us to process sophisticated quantitative models and deliver in-depth analysis of securities – no matter the size of the investment portfolio. With past clients who range from startups to Fortune 500 companies, TaxBud’s Valuation and Business Analytics professionals are able to accurately assess clients’ unique needs, as well as help them comply with reporting guidelines, transaction support, and stakeholder requirements.

    Our services include:

  • Pricing / Valuation

  • Complex Modeling

  • Model Analysis

  • Strategic Assessment / Advisory

  • Hedge Advisory including Hedge Accounting

  • Hard-to-Value Assets

  • Alternative Investment Services

  • Debt Capacity Studies

  • Economic Value Added Studies

  • International Debt Restructuring

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    Tangible Assets

    Valuing even the most complicated assets.

    TaxBud’s Tangible Asset Valuation professionals draw on extensive experience and deep technical skill to provide valuation solutions for both Personal Property and Real Estate.

    The Personal Property valuation professionals value machinery and equipment, as well as a variety of other fixed assets. Our professionals also have significant experience valuing solar collection assets, including roof-mounted and ground-mounted facilities, and other clean tech assets.

    Our Personal Property valuation services include:

  • Lease Financing

  • Purchase Price Allocations

  • Mergers & Acquisitions

  • End-of-Lease Dispositions

  • Portfolio Reviews

  • Impairment Analysis

  • Additionally, our Real Estate valuation professionals can provide in-depth knowledge about a broad range of real property assets, including everything from agricultural land to hotel properties. Our professionals provide timely and accurate results that meet valuation standards of the Appraisal Institute, American Society of Appraisers, and Uniform Standards of Professional Appraisal Practices.

    Our Real Estate valuation services include:

  • Financial Reporting

  • Purchase Price Allocations

  • Long-Lived Asset Impairment Testing

  • Fresh Start Accounting

  • REIT Valuations (NAV)

  • Collateral Valuations

  • Sale-Leaseback Transactions

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    Business Analytics

    Your most important decisions, simplified.

    Evaluating the outcomes of potential management decisions is both critically important and extremely complicated. TaxBud leverages both qualitative and modeling analyses that enable clients to assess risk and make informed business decisions. Whether performing a Monte Carlo simulation analysis for an international organization, or a business case analysis for a startup company looking to raise capital, TaxBud provides the analyses clients need to pursue a range of ambitions. Our services include:

  • Financial Modeling

  • Feasibility Studies

  • Business Case Analysis

  • Decision Prioritization Analysis

  • As a nationwide network of accounting firms, TaxBud draws on the resources and knowledge of professionals throughout the country – and around the world. With deep experience serving clients across industries, our professionals tailor their services to the unique needs of their clients, and are well-positioned to provide independent valuation services across a range of business objectives.