Richard J. Nelson, CPA, CVA, MBA
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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

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