Corporate Valuation

Valuation issues surrounding mergers and acquisitions, financial reporting, restructuring, tax planning and disputes have become increasingly more complex as tax and accounting standards evolve.

CVG and its team of experienced professionals have deep expertise and meet the definition of “Qualified Appraiser” for IRS requirements. Our work on behalf of public companies for financial reporting has been thoroughly reviewed and accepted by audit firms across the country and the Securities & Exchange Commission.

The Cortland team has the credentials and industry expertise to address challenging valuation requirements.

With valuation resources located across our national infrastructure, our dedicated professionals provide the in-depth knowledge that your business requires.

Our team is well versed in domestic and international regulation, both for financial accounting and tax compliance. We apply this knowledge across multiple industries with the utmost sensitivity toward maintaining independence and integrity at all times.

Our valuation services encompass

Tax Planning and Compliance Engagements

Business valuations for tax liability management and reporting requirements. CVG appraisers and reports meet the definitions of “Qualified Appraisers” and “Qualified Appraisals” for IRS reporting requirements.

Income Tax

  • Fair market value of stock compensation (409A)
  • Reasonableness of executive compensation
  • Calculation of capital gains tax
  • Valuations for C to S corp conversions
Gift and Estate Tax

  • Planning for wealth transfer
  • Reporting value on IRS forms 706 and 709
  • Expert witness for audit review / tax court
Charitable Donations

  • Fair market value of donations reported on IRS form 8283
Financial Reporting Engagements
  • Purchase Price Allocation – ASC 805
  • Goodwill and Intangible Asset Impairment – ASC 350
  • Long‐lived Asset Impairment – ASC 360
  • Stock Option Expense – ASC 718
  • Fair Value Analysis of Portfolio Holdings for Private Equity and Hedge Funds – ASC 820
  • Fresh Start Accounting
Litigation Support Engagements
  • Economic Damages
  • Intellectual Property Infringement Damages
  • Shareholder Disputes
  • Board of Directors and Shareholder Support
Transaction Based Engagements
  • Fairness Opinions
  • Bankruptcy and Restructuring Support
  • Intellectual Property
  • Board of Directors and Shareholder Support
  • Contingent Asset and Liability Valuations
  • Lender Support