Richard J. Nelson, CPA, CVA, MBA
Home About Our Company  
 
  Service List Project List Contact Address
   
   
Free Consultation
Free Tax Guide

OPINION OF VALUE

An opinion of value is the product most commonly needed by our clients. It establishes a specific value, includes a detailed report and conforms to industry standards. An opinion of value has many uses, including:

Uses of Opinion of Value

  • Establish pricing for buy/sell agreements
  • Establish pricing for sale of business
  • Efficiently use estate tax exemptions
  • FAS 141 & 142 accounting for mergers and acquisitions
  • Expert testimony
  • Establish value for ESOPs in non-public companies
  • Establish value for options in non-public companies

What is an Opinion of Value? – An opinion of value is a report which concludes in an exact value for a specific ownership interest. It is a rigorous and independent process performed by a recognized valuation expert. And, it conforms to standards established within the valuation industry.

  • Exact value
  • Specific ownership interest (ex. – 25% non-controlling interest in XYZ Corp.)
  • Rigorous and independent
  • Prepared by a Certified Valuation Analyst
  • Conforms to SSVS No. 1 and other industry standards

Orange County Website Design