Valuation

Transaction Opinions

We serve as an independent advisor providing transaction opinions to help companies, their boards of directors and other stakeholders fulfill their fiduciary duties in connection with a proposed transaction. BRG works on behalf of boards of directors, special committees, trustees, investors and other fiduciaries to provide:

• Solvency Opinions
• Fairness Opinions
• Capital Adequacy Opinions
• Transaction Support

Disputes and Expert Testimony Valuations

BRG senior professionals are credentialed valuation experts with extensive testimony experience. The firm has participated in some of the largest commercial litigation cases of recent years and provides the litigation expertise needed for our clients’ most critical disputes. Our services include:

• Fraudulent Conveyance Actions/Solvency
• Shareholder Appraisal
• Valuation of Intellectual Property
• Business Interruption and Lost Profits Calculations
• Specialized Disputes

Tax and Financial Reporting Valuations

We provide valuation services to fulfill financial reporting and tax requirements for corporations, funds and investors in the US and internationally. Our valuation opinions are prepared in accordance with the requirements of the SEC, the IRS and other regulatory bodies.

• Purchase price allocations (ASC 820, IFRS 3, IFRS 13, IAS 38)
• Goodwill impairment and asset impairment testing (ASC 350/360, IAS 36)
• Stock compensation valuation (IRC §409A)
• Fresh start accounting (ASC 852)
• Gift and estate tax valuation

Specialized / Strategic Valuations

BRG provides specialized valuation services requiring explicit industry and regulatory expertise. Examples of such services include healthcare valuations, intellectual property portfolio assessment and value enhancement advisory.

Our Clients

Our valuation services are appropriate for clients that face valuation challenges, are contemplating a transaction or are involved in a dispute. We serve a client base of:

Corporations

• Public/Private
• Domestic/International
• Start-up/Established/Distressed

Investment Funds

• General Partners (PE, Hedge, BDCs, Mutual Funds)
• Limited Partners (Pension, Fund-of-Funds, Sovereign Wealth, Endowments, Family Offices)

Parties in Litigation and Other Contentious Proceedings

• Attorneys
• Companies in Bankruptcy Proceedings
• Defendants/Plaintiffs