Business Valuation

CONTACT

Kevin M. Zanni, ASA, CVA, CBA, CFE, CEIV
Principal and Director of Business Valuation Services

The Miller Cooper business valuation team has extensive experience providing professional valuation services and litigation support services. We provide expert witness testimony regarding business value, business interest value, and the value of contractual rights. We provide qualified appraisals used for reporting business value and security interest value to the Internal Revenue Service.

Within the valuation profession our professionals are known for delivering insightful, supportable valuation opinions. Our experienced professionals quickly and confidentially assess complex situations, identify and evaluate evidence, investigate events, conduct interviews, and prepare supportable reports that can withstand assessments by regulators, courts, and other external parties.

Our specialists have earned the following valuation professional organization credentials Accredited Senior Appraiser (ASA), Certified Business Appraiser (CBA), Certified Fraud Examiner (CFE), Certified Valuation Analyst (CVA) and Certified in Entity and Intangible Value (CEIV).

Our clients include privately held companies, middle-market privately held businesses, private equity firms, large corporations, legal counsel and individuals.

We provide valuation services of closely held business enterprises, fractional business interests, various classes of common/preferred stock, interest-bearing debt issues, intangible assets, general and limited partnership interests, profits interests, warrant valuations, stock options, and limited liability company interests.

We provide opinions to legal counsel and business owners in the following areas:

 

Income and Transfer Tax:

  • Charitable gift reporting
  • Business ownership gifting
  • Estate tax reporting
  • C corporation to S corporation conversion
  • Nonprofit valuation analysis for private inurement determination

 

Forensic Analysis and Dispute Resolution:

  • Business interruption
  • Arbitration
  • Condemnation
  • Dissenting shareholder matters
  • Breach of contract
  • Lost profits
  • Martial dissolution
  • Breach of fiduciary duty
  • Business value disputes
  • Other shareholder valuation disputes

 

Financial Reporting

  • Analysis of purchase price allocation
  • Goodwill impairment analysis
  • ASC 805, ASC 350, ASC 360, ASC 718, and IRC 409a

 

Consulting Services:

  • Reasonable compensation analysis
  • Nonprofit transfer pricing analysis
  • Transfer pricing

 

Transaction Related Diligence:

  • Acquisition, divestiture and reorganization
  • Financial fairness and fiduciary compliance