In the intricate world of mergers, acquisitions and other financial transactions, knowing the true value of your assets is not just a strategic advantage – it's the very core of your decision-making process. Our Valuation Advisory Services are your compass in this journey, and our experts are here to guide you through various scenarios where understanding the value of your assets is paramount.

Our focus is on providing objective and supportable valuations, taking into account the market realities that shape your unique circumstances. We understand the nuances of your valuation requirements, defining each project with precision to fully address those unique needs.

Unlike larger firms that tend to come with higher fees, limited partner involvement, and potentially longer response times, HCVT offers a unique advantage. We understand the urgency of valuation requirements and commit to delivering results precisely when you need them. Furthermore, in contrast to smaller firms, HCVT brings a comprehensive suite of tax services, extending our expertise beyond valuation. So alongside precise valuations, we also provide complex tax compliance solutions that unlock opportunities to create maximum value for our clients.

With HCVT, you have a partner who not only understands but thrives amidst these complexities. We are your guide through the intricate path of valuations, ensuring that your every need is met.

Our Valuation Advisory Services:

  • Tax
    • C- and S-Corporation Conversions (IRC §1120 and §1374)
    • Charitable Contributions (IRC §170)
    • Equity Compensation (IRC §409A)
    • Gift & Estate Tax Valuations
    • Hot Assets (IRC §751)
    • M&A Tax Planning
    • Personal Goodwill
    • Purchase Price Allocation Among Entities (IRC §338)
    • Qualified Opportunity Zone (QOZ) - Business Plans and Cash Flow Projections
    • Qualified Small Business Stock (IRC §1202)
    • Wealth Transfer and Succession Planning
  • Fund Advisory
    • Portfolio Valuations (Mark to Market ASC 820)
    • SEC Fund Opinions
  • Buy-Sell Agreements
    • Consulting to Structure and Implement Agreements
    • Valuations Per Terms of Existing Agreements
  • Transactions
    • Employee Stock Ownership Plans (ESOP)
    • Fairness Opinions
    • Redemption of Shareholder Interests (tender offers)
    • Solvency Opinions
  • Dispute
    • Business Divorce
    • Consulting Expert
    • Departing Employee-Shareholders
    • Deposition Preparation
    • Eminent Domain Valuations
    • Involuntary Liquidation (CA §2000)
    • Equity Compensation (ASC 718)
    • Fresh-start Accounting (ASC 852)
    • Impairment Testing (ASC 350)
    • Mark to Market (ASC 820)
    • Purchase Price Allocation (ASC 805)
  • Other
    • Board Advisory
    • Financial Deal Modeling
    • General Corporate Planning
    • Incentive Compensation Planning
    • Strategic Decision Support

HCVT is your trusted partner in the world of valuation advisory services. We bring you the highest level of expertise and commitment to deliver results that add real value to your business.

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