Federal, state, and local regulatory authorities increasingly stress the need to support various accounting and financial positions with thorough and independent valuations. In tandem, public and private investors are demanding more and more disclosure into the financial operations of their investments. Taylor Consulting Group, as an independent advisor, can provide an objective opinion of value to meet the demands of both regulatory authorities and investors. 

Whatever your valuation need, TCG provides high-quality, practical solutions customized to your unique needs. Our assistance can range from an informal consultation to the issuance of a formal valuation report with detailed financial support. Our professionals can strengthen your strategies and address a broad spectrum of regulatory requirements in areas such as:

Business Valuations – Valuations tailored for your regulatory financial reporting needs, tax restructurings, and estate and gift tax planning, which can be performed for an overall business enterprise value or specific equity position.

Fairness Opinions – Evaluation of fairness (from a financial point of view) of a proposed acquisition, divestiture, or merger transaction.

Purchase Price Allocations – As stipulated by SFAS 141, identification and valuation of separately recognizable intangible assets obtained through acquisition or business combination, as well as the determination of the remaining useful lives of those assets, for financial reporting and tax purposes.

Goodwill Impairment Testing – As required annually for companies under SFAS 142, these valuations analyze goodwill and indefinite life intangible assets for impairment.

Long-Lived Asset Valuations – Valuations of long-lived assets to test for impairment under SFAS 144.

Intellectual Property Valuations – Valuations and estimates of trade names and trademarks, patents, and copyrights for financial reporting or other needs.

In-Process Research & Development Activities – Identification and valuation of in-process research and development activities for financial reporting needs as required by SFAS 2 and FIN 4. 

ESOP Valuations – Employee Stock Ownership Plan (ESOP) valuations and assistance in implementation.

Option, Derivative, and Hybrid Security Valuations – Valuations for tax or financial reporting needs relating to options, derivatives, and hybrid securities as required for tax purposes or by SFAS 133.

Debt, Preferred Equity, or Restricted Stock Valuation – Valuations of unique company classes of debt, preferred equity, or restricted stock.