Valuation Advisory Services

Carleton McKenna specializes in independent Valuation Advisory services for both public and private companies. The firm can provide not only valuations of the capital components of a business, but also valuations of specific business assets, such as intangible assets.

We work on behalf of business owners, boards of directors, special committees, investors, lenders, accountants, attorneys, trustees and other corporate leaders to advise on a wide range of engagements, including:

  • ESOP & ERISA Valuation
    • ESOP Formation
    • ESOP Annual ERISA Compliance
    • ESOP Follow-on Deals
    • ESOP Exit
  • Shareholder & Succession Planning valuation
    • Buy-sell agreements
    • Stock buybacks
    • Estate & gift tax
    • Stock options
  • Transaction Advisory Valuation
    • Acquisition target valuation
    • Merger exchange ratio
    • Business valuation for disposition
  • Financial & Tax Reporting Valuation
    • Portfolio company valuation
    • Goodwill impairment testing
    • Purchase accounting
    • Subsidiary valuation for tax
  • Litigation Advisory Valuation
    • Family Law
    • Shareholder dispute
    • IP valuation
    • Shareholder oppression actions
    • Expert witness
  • Financial Opinions
    • Fairness opinions
    • Solvency opinions