Business Valuation

UHY Advisors has a dedicated group of professionals committed to providing valuations to enterprises, business owners, and their advisors.  The core of our experience is built upon the valuation of financial assets, both tangible and intangible

We serve a range of clients from publicly traded corporations to privately-held companies in numerous industries.  Our clients and their advisors rely on our technical expertise, superior service, and access to the resources and industry expertise resident throughout UHY Advisors.  Whether it is for purposes of  financial reporting; tax planning and compliance; mergers and acquisitions; litigation; or corporate strategy, our core competency is relevant and often critical to the client's needs.

We have an uncompromising determination to continually surpass expectations.  We take pride in providing well-supported analysis and giving advice on time and with exceedingly high standards.  We take the time to understand our client's needs and remain flexible to tailor each project to satisfy the requirements of the situation.

Professional Accreditations

  • American Society of Appraisers (ASA & AM)
  • AICPA Accredited in Business Valuation (ABV)
  • National Association of Certified Valuation Analysts (CVA)
  • CFA Institute (CFA)

Industry Experience

  • Construction
  • Dealerships
  • Education & Not-for-Profit
  • Energy & Related Segments
  • Financial Services, Banking, Brokerage & Insurance
  • Government Services
  • Health Care
  • High Tech
  • Manufacturing, Retail & Distribution
  • Professional Services

Financial Reporting Disclosure Compliance

  •  Impairment of Goodwill (ASC 350)
  • Impairment/Disposal of Long Lived Assets (ASC 360)
  • Stock-Based Compensation (ASC 718)
  • Purchase Price Allocation (ASC 805)
  • Derivatives (ASC 815)
  • Fair Value Measurements (ASC 820)

Tax Compliance

  • Estate & Gift Taxes
  • Issuance of Stock Options (IRC 409A)
  • Conversion to “S” Corporations
  • Charitable Contributions
  • Dissolutions/Reorganizations

Litigation/Arbitration/Mediation

  • Shareholder Disputes & Court Ordered Buyouts
  • Dissenting Shareholder Actions
  • Marital Disputes
  • Lost Value vs. Lost Profits
  • Failed or Destroyed Business Value

Mergers & Aquisitions (Unbiased Consultation)

  • Fairness Opinions
  • Going Private Transactions
  • Recapitalizations
  • Reorganizations
  • Spin-Offs & Split-Ups
  • Buy Backs

Mergers & Acquisitions (Biased Consultation)

  • Buyer’s Representations
  • Seller’s Representations
  • Buyer Searches
  • Seller Searches

Business Planning

  • Preparation for Sale
  • Succession Planning
  • Key Person Value
  • Buy/Sell Agreements
  • Employee Stock Ownership Plans
  • New Partner/Shareholder Value

Examples of Securities & Business Interests Valued

  • Private Companies
  • Public Companies
  • Family Limited Partnerships
  • Professional Practices
  • Joint Ventures
  • Operating Divisions
  • Product Lines
  • Intangible Assets
  • Intellectual Property
  • Common Stock
  • Preferred Stock
  • Restricted Stock
  • Stock Options
  • Warrants
  • Debt Instruments
  • Limited Partnership Interests
  • General Partnership Interests