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Blog Posts in 2022

INTERNATIONAL VALUATIONS

Periodically, we perform business and IP valuations in countries outside the U.S. In conjunction with this work, we have developed relations with professionals in various locales, which further ...
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VALUING LIFE INSURANCE POLICY

The valuation of a universal or whole life insurance policy is needed for at least the following reasons: An asset acquired via the purchase of a company. A transfer of this asset, such as to a ...
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CHARITABLE CONTRIBUTIONS

The latest IRS regulations were promulgated on July 30, 2018. These included detailed definitions of a qualified appraisal and a qualified appraiser. The appraisal must support the value of a stock or ...
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FAIRNESS OPINION

In prior years, fairness opinions were primarily applicable for publicly held companies. Today, private transactions involving disparate and potentially conflicted parties are often accompanied by ...
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WHEN IS A VALUATOR APPRAISER AN EXPERT?

A valuator (business or IP) or appraiser (hard asset: real estate, equipment or inventory) is considered an "expert" when one or more of the following occurs: He is qualified by a court of ...
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SPAC FAIRNESS OPINION

A SPAC is special purpose acquisition company designed to expedite a merger of a target seller into a publicly traded entity. The incredible expansion of SPAC funds has somewhat saturated U.S. ...
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CONVERTIBLE INSTRUMENTS VALUATION

Convertible instruments include various forms of debt obligations that are not common stock or member interests in an LLC. However, they are convertible into equity or equity equivalents. The variety ...
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STOCK vs. ASSET - ALLOCATION OF PURCHASE PRICE

The following is a simplified overview of the need for documentation to support an allocation of the purchase price of a business. In most purchases, the agreement contains a schedule of allocated ...
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WIDE VARIANCE IN DISCOUNT VALUATIONS

Taxpayers and savvy professional service providers are often unaware of the differences in discount valuation reports issues by supposedly competent valuators. The Mentor Group approach is unique in ...
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Spring - Loaded Stock Awards

Bless the SEC for they have recently promulgated new guidance for Spring-Loaded Stock Awards (SLSA). In past years, executive stock compensation awards or grants just prior to the announcement of ...
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