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Blog Posts in 2022

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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