Strategic Equity Group provides expert business valuation and financial opinion services. Our expertise in business valuations, securities design, and financial opinions has been gained through the performance of hundreds of engagements for closely held businesses, middle market companies, and occasional Fortune 500 clients. As a result of its extensive client base, SEG has expertise in most industry categories.
Parties requiring a financial expert’s opinion on pricing, fairness, solvency, or structure have engaged The Firm in an advisory capacity. The caliber and credentials of our professional staff affords our reputation and work product the credibility required to withstand scrutiny by the Internal Revenue Service, the Department of Labor, the Securities and Exchange Commission, and various courts of law.
Valuation and financial opinion services are often provided to satisfy the client’s tax, legal, or fiduciary obligations. In addition, management, in connection with a proposed transaction, or as a tool, often requests our opinion for internal planning purposes. The Firm provides financial opinions for the following business purposes
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Estate Planning, Estate and Gift Taxes; |
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Purchase Price Allocation (SFAS 141); |
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Fairness Determination; |
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Corporate Dissolutions; |
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Family Limited Partnerships; |
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Recapitalization and Reorganization; |
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Solvency and Capital Adequacy; |
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Securities Design; |
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Partnership Dissolution; |
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Expert Witness Testimony; |
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Employee Stock Ownership Plans (ESOP); |
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Impairment Testing (SFAS 142); |
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Warrants and Stock Options; |
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Incentive Stock Option Plans; |
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Acquisitions, Sales, Mergers, Divestitures; |
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Shareholder Buy/Sell Agreements and |
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Litigation Support |
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Section 409A |
Strategic Equity Group incorporates sophisticated valuation techniques and utilizes detailed research resources. The firm works closely with management to evaluate historical financial data and assists the company in the preparation of a projection of future performance. A thorough understanding of the company’s financial history, as well as its potential for growth, is instrumental in determining the value of the business.