Uni’s valuations services professionals are uniquely qualified to determine the value of private companies, closely held business interests, limited partnership interests, intellectual property and other intangible assets.
Generally, anytime the value of a business or business interest is in question, our valuation experts can help. Broadly categorized, valuation services can be provided in the following situations:
Transactions
Uni’s valuation experts have extensive experience where the value of a business or business interest becomes a matter of concern:
- Sale or purchase transactions
- Internal transfer of assets or divisions
- Recapitalizations
- Royalty rate studies
- ESOP planning
- ESOP implementation
Tax Planning
Uni works directly with CPA’s and tax attorneys to support various strategies:
- Estate and gift tax planning
- Family limited partnerships (FLP)
- Capital Gains Tax
- Donations and charitable trusts
- Valuation discount studies
Advisory Valuation Services
On many occasions where a formal valuation report is unnecessary or premature, Uni can provide advice related to:
- Preliminary Estimates of Value
- Expert testimony/legal support
- Buy/sell agreements provisions
- Dissenting minority shareholders
- Marital dissolution settings