Overview
Anchin’s Valuation Services Group provides business owners, fund managers, and investors with accurate, defensible valuations supported by deep forensic accounting expertise and advanced corporate finance analysis.
Business Valuation
“What is my business worth?” A critical question for business owners, yet not easily answered when your company is not publicly-traded on a stock exchange.
Business owners need accurate answers when planning for events such as:
- Buying or selling a business
- Admitting or buying out a business partner
- Gifting a portion of the business
- Determining equitable distribution and alimony in divorce
- Granting stock options or profit interests to employees
- Licensing intellectual property or trademarks
- Calculating business interruption damages or lost business value
Anchin’s skilled, accredited valuation specialists apply income, market, and asset-based approaches to their valuations, combining forensic accounting expertise and advanced corporate finance theory to build comprehensive analyses. Our team can answer the tough questions facing business owners, including:
- How to value a business with no earnings, or sales?
- What is a proper royalty rate for licensing my company’s intellectual property?
- How do you value multiple tiers of preferred stock, common stock, and options?
- If I don’t control the company, should my shares sell at a discount?
- How much is my business worth to a potential acquirer?
- If my company is not publicly-traded, how big a discount would apply to its shares?
- Can a proper valuation save on estate and gift taxes?
Anchin’s valuation specialists provide solid valuation analysis conveyed in clear, well documented reports used in transactions, tax matters, and legal cases. If required, we can mediate between parties or provide expert court testimony.
Portfolio Valuation
Asset and fund managers need to manage various aspects of portfolio investments throughout the investment life cycle. Anchin’s Valuation Services Group supports fund and asset management executives by providing insights, industry expertise, and resources in order to navigate complex accounting, finance, strategic, and transaction-related challenges across the entire fund structure. Our team of professionals has the analytical skills, experience, and judgment to optimize strategic decision-making to maximize opportunities and reduce risk.
We partner with our fund and asset management clients to clarify their investment goals and performance, tailoring our approach to meet their specific needs and expectations.
Relevant Experience
- Drawing on extensive expertise in portfolio valuation, our Valuation Services Group supports funds with tailored, high-quality analyses. The following are representative examples of engagements our professionals have successfully completed: Periodic valuation analyses of various private equity investments for a U.S subsidiary of a South Korean-based financial services company for financial reporting purposes.
- Periodic valuation analyses of various private equity and private credit investments for an Asia-based subsidiary of a Fortune 100 U.S. financial services company for financial reporting and tax purposes.
- Quarterly valuation analyses of various private equity investments for a U.S.-based asset management company for financial reporting purposes.
- Periodic valuation analyses of various private equity and private credit investments for a U.K.-based asset management company for financial reporting and tax purposes.
- Various purchase accounting analyses in connection with acquisitions completed by portfolio companies held by a U.S.-based asset management company for financial reporting purposes.
Learn more about our valuation team leaders below.
