Valuation Advisory Services

Focused on Solving Complex Matters

Valuation Advisory Services (VAS) is focused on providing clear and understandable solutions to complex matters. Whether it is a merger or acquisition, estate and gift tax planning, corporate financial planning, financial reporting, tax compliance, or litigation, you can count on our team of analysts for a variety of purposes. From small-scale matters to highly complex issues, our Valuation Advisory Practice produces the answers needed, so you can focus on what counts.

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Services Included

Economic damage analysis

Fraud investigations

Forensic accounting

Intellectual property

Insurance claim analysis

Divorce and family disputes

Shareholder disputes

Bankruptcy and restructuring

White collar criminal tax defense

Cryptocurrency & digital asset investigation

How Citrin Cooperman Can Help

We take a unique, multi-disciplinary approach to our practice, and our skill set is versatile. Our litigation background enables us to work from a more defensible mindset and create reports that consistently withstand the most intense scrutiny from the IRS, auditors, judges, and opposing counsel. As a result, we are often called to testify in court as expert witnesses throughout the United States. Whether it is a purchase price allocation prepared in accordance with ASC 805, a valuation that meets the IRS’s Adequate Disclosure Requirements, or a litigation-worthy valuation, we provide the comfort of a defensible and reliable analysis.

We conduct valuations of the following:

Operating businesses
Purchase Price Allocations and related intangibles
Early-stage companies
Common and preferred stock, options, warrants, rights, and other derivatives
Carried interests, profit interests, stock appreciation rights (SARS), restricted stock units (RSUs), and phantom stock
General and limited partnership interests
Intellectual property such as patents, copyrights, and trade names/marks/secrets
Intangible assets such as contracts, customer relationships, core technologies, software, and non-compete agreements
Royalty assets such as rights and licenses, including music catalogs
Debt instruments such as fixed income, hybrids, and convertible debt
Professional licenses and degrees
Aside from performing independent and objective valuations for a range of consulting purposes, including corporate planning and restructuring, we also conduct valuations concerning litigation, compliance, and consulting.

Our team is comprised of an impressive combination of professionals including, Chartered Financial Analysts (CFA), professionals with certifications issued by the American Institute of CPAs, including Accredited in Business Valuations (ABV), Accredited Senior Appraisers (ASA), Certified Valuation Analysts (CVA), Certified Insolvency & Restructuring Advisors (CIRA), Certification in Distressed Business Valuation (CDBV), Certified Turnaround Professionals (CTA), Certified Public Accountants (CPA) and attorneys.