Valuation Services

Diamond offers a complete range of valuation services. Diamond professionals have performed thousands of valuations over the years, from routine valuations to highly complex valuations for customers ranging from Fortune 500 companies to middle-market companies and state and public institutions. Formal valuations are often required not only in conjunction with specific transactions, but in also in tax, governance, and financial reporting matters as well as in litigation support. There are numerous circumstances beyond the sale mandate in which valuation services are essential. A few of the most commonly requested and performed are fairness opinions, partner buy/sell agreements, estate planning and estate tax opinions, shareholder disputes, annual ESOP evaluations, and portfolio evaluations.

Transaction Opinions

  • Fairness
  • Solvency
  • ESOP
  • Cancellation of Indebtedness
  • Buy/Sell Agreements

Tax Opinions

  • Estate Planning/Gifting (a) Intergenerational,  (b) Charitable,  (c) Discount analyses
  • Partnership Freezes: Securities design/Valuation
  • “C” to “S” Corp. Conversions
  • Estate Tax Reporting

Corporate Governance Opinions

  • Pre-sale, succession, and general planning (what is the company worth?)
  • Liquidity Alternative Studies/Analyses
  • Equity Compensation issues: (a) Granting of options, (b) Restricted stock plans/MSU’s
  • Annual ESOP valuations

Financial Reporting Opinions

  • Purchase Price Allocation
  • Goodwill Impairment
  • Valuation of Intangibles/Intellectual Property
  • Fresh Start Accounting

Litigation Support Services

  • Shareholder disputes
  • Valuation disputes
  • Expert Testimony

Portfolio Valuation Advisory Services

  • Alternative Investments
  • Illiquid Assets

For more information on Diamond Capital’s Valuation Services, please contact Wayne Platt at wplatt@diamondcapadvisors.com or David Herman at dherman@diamondcapadvisors.com or call 310-432-8575