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Art over science
Decosimo's valuation services are built upon a foundation of more than three decades assisting clients in the acquisition and financing of hundreds of businesses. We bring a fresh perspective to our clients with valuations that were essential components of over $15 billion worth of transactions. These transactions took place across multiple industries with companies large and small. This experience constitutes the “art” of
business valuation.
The
“science” of valuation is represented by our professionals
who hold distinctive valuation credentials. Decosimo's valuation team consists of six professionals who have attained the AICPA’s Accredited
in Business Valuation (ABV) designation.
Our valuation professionals also hold other prestigious
designations such as Accredited Senior Appraiser and Certified
Business Appraiser.
Business
Valuation Services
(Ownership Planning,
Transaction Planning, and Buy-Sell Agreements)
By combining our 30 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.
Gift
and Estate Tax Planning
(Family Limited
Partnerships, closely held family businesses)
As a practice of a leading regional CPA firm, we have access to tax professionals 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.
Financial
Reporting
(Purchase Price Allocations for
SFAS 141, Impairment Testing for SFAS 142 and 144, and Valuation of
Stock-Based Compensation for FAS 123-R)
Decosimo is one of the region's leading provider 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 $1 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.
Employee
Stock Ownership Plans
(Annual Appraisals for
Plan Trustees, Fairness Opinions, and Financial Advisory for Plan
Trustees)
We serve numerous recurring ESOP plans. This is an area that calls upon our full depth of experience in transactions and valuations.
Valuation
Services for Equity Funds
For over two decades, Decosimo has provided audit and tax services to more than 200 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.
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