Valuation / Appraisal
Few business appraisers can match our combination of A/E industry experience and professional training and accreditation. Our business valuation work has stood up to the most rigorous tests, including courtroom litigation and professional fiduciaries. Whether you need a simple assessment of the value of your firm, or a fully documented appraisal report for ESOP, tax, litigation support or transactional purposes, look no further.
When do you need a valuation?
A valuation or appraisal may be required for a variety of reasons, including the following:
- Establishing buy-sell formulas for internal transfer of ownership
- Implementing or administering an employee stock ownership plan (ESOP)
- Gift, estate and tax planning
- Implementing equity-based incentive plans for key employees including stock option plans, stock appreciation right plans, or phantom stock plans
- Evaluating a company for merger or acquisition purposes
- Resolving shareholder disputes
- Determining the value of intangible assets for tax purposes
- To support fairness and solvency opinions
- To support litigation efforts
At Rusk O’Brien Gido + Partners we offer a variety of levels of valuation reports. Full-narrative valuation reports are typically required when a firm sponsors an ESOP, or for tax or legal purposes. Abbreviated reports may be acceptable for general business management purposes. We can advise you on the most appropriate level of report for your particular circumstance.
Why hire Rusk O’Brien Gido + Partners?
A valuation or business appraisal involves much more than simply arriving at a number. The process of estimating a company’s value requires a thorough understanding of its operations, its management team, the nature of the industry it operates in, the competitive environment it faces, the economic outlook (on both a micro and macro level) and market conditions at the time of the valuation.
When you engage Rusk O’Brien Gido + Partners for your valuation needs you will be working with individuals who have received the highest level of training and accreditation in the discipline of business appraisal, and who have unparalleled experience within the architecture, engineering and environmental consulting industries.
We listen, work with, and counsel our clients throughout the process. Our reports document our observations and analysis of your company’s financial performance, its management and ownership structure, its competitive advantages and the industry and economic outlook it faces. We utilize multiple valuation methods including income and market-based approaches and adhere to the Uniform Standards of Professional Appraisal Practice (USPAP) as promulgated by The Appraisal Foundation. Finally, we work diligently with you to ensure that we understand all pertinent facts and circumstances before we arrive at our conclusion of value.