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Valuation Services

Ad Specialized Healthcare Valuation Services

With more than $17 billion in transaction experience involving companies large and small in a variety of industries, we bring a fresh perspective to your valuation needs. Our real-world involvement is the art of valuation. To that art, we add science; our professionals have earned business appraisal designations from the American Institute of Certified Public Accountants, the American Society of Appraisers, and the Institute of Business Appraisers.

Our valuation experts have extensive courtroom experience, and have testified about valuation matters in U.S. Tax Court, federal court, and a variety of local courts.

The Decosimo Advisory Services team can provide asset valuations for virtually any need.

We Value

  • Businesses
  • Business Units
  • Business Damages
  • Debt Securities
  • Equity Securities
  • Options & Warrants
  • Intangible Assets
  • Reporting Units
  • Healthcare entities/Physician practices
  • Equity Issued as Compensation
  • Personal & Enterprise Goodwill
  • Physician Compensation Arrangements
  • Intellectual Property
  • Derivatives 

Purposes of Valuations

  • Buy-Sell Agreements
  • Corporate Transactions
  • Divorce
  • ESOPs
  • Estate & Gift Tax
  • Financial Statement Reporting
  • Income Tax
  • Healthcare Regulatory Compliance
  • Contract Disputes
  • Shareholder Disputes
  • Portfolio Valuation Services
  • Litigation Support
  • Mergers & Acquisitions
  • Purchase Price Allocation
  • IRC Section 409(a) Compliance
Gift and Estate Planning - As a practice of a leading regional CPA firm, Decosimo Advisory Services professionals have access to tax specialists with an in-depth knowledge of federal and state taxation.  Our work with high-net-worth individuals and complex estates provide us the opportunity to work with sophisticated estate planning techniques. This experience in very complex assignments scales across all of our engagements, no matter how large or small the estate.
Employee Stock Ownership Plans - We serve numerous recurring ESOP plans providing annual appraisals, fairness opinions and financial advisory for plan trustees.  This is an area that calls upon our full depth of experience in transactions and valuations.
Equity Funds - Decosimo provides audit, tax and advisory services to more than 400 private equity and hedge funds with tens of billions of dollars under management.  Our services include due diligence services in connection with acquisitions. For private equity funds that invest in ill-liquid businesses, fund accounting managers and auditors benefit from our seasoned, well-reasoned and well-documented valuation services.
Financial Reporting - Purchase price allocations for SFAS 141, impairment testing for SFAS 142 and 144, and valuation of stock-based compensation for FAS 123-B are among our specialties as one of the region's leading providers of audit and assurance services.  As such, we work with large middle-market companies, including publicly traded corporations and closely held companies with revenues in excess of $4 billion.  Our involvement with these companies mean that our valuation professionals have the depth of experience to handle valuation issues related to Purchase Price Allocations for SFAS 141, Impairment Testing for SFAS 142 and 144, and Valuation of Stock-Based Compensation for FAS 123-R.
Ownership/Transaction Planning - By combining our firm's 40 years experience in due diligence, transaction negotiation and financing with the cornerstones of Decosimo's audit and tax solutions, we have a unique understanding in determining the value of a business. Helping business owners understand value is our full-time work and our passion.

Decosimo is an independent member firm of Moore Stephens North America, which is itself a regional member of Moore Stephens International Limited (MSIL). All the firms in MSIL are independent entities, owned and managed in each location. Their membership in, or association with, Moore Stephens International Limited should not be construed as constituting or implying any partnership between them.