Asset & Business Expertise

Our team has significant experience valuing the following types of assets and businesses:

Intangible Assets

  • Intellectual property
      Patents
      Trademarks and trade names
      Copyrights
      Trade secrets
  • Other intangible assets
      Developed technology and in-process research and development
      Capitalized software
      Customer contracts, customer relationships, and customer lists
      Order or production backlog
      Licensing agreements
      Operating, broadcasting, and use rights
      Favorable and unfavorable leases
      Non-compete agreements
      Other contracts and agreements
      Artistic-related intangible assets, including pictures, photographs, video/audiovisual material, and similar assets

Tangible Assets

  • Inventory
  • Machinery and equipment
  • Real estate

Business Entities and Interests

  • Closely held companies
  • Partial interests
  • Business operations, including subsidiaries, divisions, reporting units, and cash generating units
  • Investments in joint ventures and affiliates
  • Family limited partnership and limited liability company interests

Equity Awards / Share-based Compensation

  • Stock options
  • Performance awards with market conditions
  • LLC profit interests (including modeling of distribution waterfalls)
  • Employee share purchase plans
  • Restricted shares
  • Warrants

Financial / Other Assets and Liabilities

  • Preferred stock
  • Derivatives
  • Debt instruments
  • Loans and loan portfolios
  • Deferred revenue
  • Investment portfolios
  • Contingent consideration / earn-outs associated with acquisitions
  • Contingent claims and liabilities