- PURCHASE / SALE OF BUSINESS
Valuations for transaction pricing in arm's length sales or purchases
of businesses or shares of companies.
- ESTATE AND SUCCESSION PLANNING
Valuation and tax advice, in conjunction with tax specialists, with
respect to tax-based corporate reorganizations and estate and succession
planning for family businesses.
- STRATEGIC AND FINANCIAL ALTERNATIVES CONSULTING
Evaluation of alternatives and opportunities (i.e. real options) for
enhancing shareholder value, including divesture of business units,
acquisitions, continued investment in core businesses, refinancing or
sale of entire company, and assistance to clients in selecting the best
- INTELLECTUAL PROPERTY
Valuation of brands, trademarks, patents, technology and other intellectual
assets. Access to proprietary royalty rate database(s) for estimating
market royalty rates for licensing purposes.
- SHAREHOLDERS' AGREEMENTS AND VALUE DISPUTES
Valuations to resolve value disputes among shareholders where no shareholders'
agreements exist. Assistance in providing valuation input and funding
requirements when drafting new or revising existing shareholders' agreements.
- RELATED-PARTY TRANSACTIONS AND FAIRNESS OPINIONS
'Formal valuations' and 'fairness opinions' required in related-party
transactions pursuant to relevant corporate and securities laws.
- LITIGATION SUPPORT
Preparation of sound, objective value opinions and presenting expert
witness testimony in court.
- CRITIQUES OF VALUATION OPINIONS RENDERED BY OTHERS
Provide comfort with or additional support for opinions with which we
are in agreement. Alternatively, review said opinions and provide comments
on possible deficiencies, errors, or internal inconsistencies.
- NEGOTIATIONS WITH TAXATION AUTHORITIES
Negotiation with relevant taxation authorities on behalf of taxpayer
involving valuations prepared by the taxpayer or on behalf of same by
other valuators. As a matter of principle, BVS does not prepare "to-be-negotiated"
valuations -- that is, valuations solely for negotiation purposes.