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The Business Valuation & Advisory Services practice at UHY Advisors is a specialized valuation and financial advisory practice focused on meeting the needs of businesses and their shareholders. We value businesses, business interests, financial instruments, and intangible assets. We also provide select consulting services to assist enterprises, business owners, and their advisors with important strategic and planning initiatives. Whether it is for purposes of financial reporting compliance; tax planning or compliance; mergers and acquisitions; litigation; or corporate strategy, our core competency is relevant and often critical to achieving the process.

Professional Accreditations

  • American Society of Appraisers (ASA)
  • AICPA Accredited in Business Valuation (ABV)
  • National Association of Certified Valuation Analysts (CVA and AVA)
  • CFA Institute (CFA)

Our Value Proposition

  • We will not accept engagements we cannot complete, nor will we offer opinions we are not qualified to give.
  • We have direct access to tax and financial reporting experts in addition to industry specialists resident throughout the firm.
  • Our work has been reviewed and accepted by the IRS, independent auditors from national and regional CPA firms, and courts in varied jurisdictions, both state and federal.
  • Our senior members have testified before State and Local Courts, Federal District Courts, State Supreme Courts, U.S. Bankruptcy Court, and Arbitration Panels.
  • Our valuation specialists have been called upon as speakers for national, state, and local professional organizations.

Business Valuation Services
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Tax Compliance
  • Estate Taxes
  • Gift Taxes
  • IRC 409A
  • Conversion to “S” Corporations
  • Charitable Contributions
  • Dissolutions
  • Tax-Free Reorganizations
Financial | Disclosure | Compliance
 
  • SFAS 123R Stock-Based Compensation
  • SFAS 133 Derivatives
  • SFAS 141R Purchase Price Allocation
  • SFAS 142 Impairment of Goodwill
  • SFAS 144 Impairment/Disposal of Long Lived Assets
  • SFAS 157 Fair Value Measurements
Litigation
  • Shareholder Disputes & Court Ordered Buyouts
  • Dissenting Shareholder Actions
  • Marital Disputes
  • Lost Value vs. Lost Profits
  • Failed or Destroyed Business Value
  • Arbitration/Mediation
Mergers & Acquisitions (Unbiased Consultation)
  • Fairness Opinions
  • Going Private Transactions
  • Recapitalizations
  • Reorganizations
  • Spin-Offs, Split-Ups
  • Corporate Shareholder "Divorces"
  • Buy Backs
Mergers & Acquisitions (Biased Consultation)
  • Buyer’s Representations
  • Seller’s Representations
  • Corporate Shareholder “Divorces”
  • Buyer Searches
  • Seller Searches
Business Planning
  • Preparation for Sale
  • Succession Planning
  • Reasonable Owner’s Compensation
  • Debt Capacity
  • Key Person Value
  • Buy-Sell Agreements
  • Employee Stock Ownership Plans
  • New Partner/Shareholder Value
Security and Business Interests Value
  • Private Companies
  • Public Companies
  • Family Limited Partnerships
  • Professional Practices
  • Joint Ventures
  • Operating Divisions
  • Product Lines
  • Intangible Assets
  • Intellectual Property
  • Common Stock
  • Preferred Stock
  • Restricted Stock
  • Large Blocks of Publicly Traded Stock
  • Stock Options
  • Warrants
  • Debt Instruments
  • Limited Partnership Interests
  • General Partnership Interests
Industry Experience
  • Construction
  • Dealerships
  • Education & Not-for-Profit
  • Energy & Related Segments
  • Financial Services, Banking, Brokerage & Insurance
  • Government Services
  • Health Care
  • High Tech
  • Manufacturing, Retail & Distribution
  • Professional Servi
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