Advisory Services - Valuations

Companies require independent assessments of their worth for a variety of reasons: to go public; merge with a partner; acquire a business; redeem shareholders' interests; determine tax liabilities; assess collateral values; configure buy/sell equity incentives; structure ESOPs; and reorganize family-owned businesses.

CFA's ability to understand and determine the value of a company has been the cornerstone of CFA's services and its core expertise since its founding. Valuation professionals at CFA combine a powerful assortment of analytical tools with real-world experience to objectively determine corporate worth in today's demanding marketplace.

When companies undergo leveraged transactions, they are routinely scrutinized by stockholders, lenders, regulators, and the taxation authorities. A solvency analysis by an independent expert allows the company to evaluate its financial status following the close of a proposed transaction. It may also help protect the company, or its secured lenders, directors, and advisors, from potential liability relating to fraudulent conveyance claims.