Tax-Related Valuation

Valuation issues are a central component of many tax-related matters. Robust valuation of complex business, financial, real estate, and intellectual property assets, whether on- or off-balance sheet, requires both technical proficiency and the ability to recognize and assess the many variables that affect economic value. Analysis Group has applied a carefully tailored approach to the many asset and liability valuations we have conducted over the years.

Companies and financial instruments

We have assessed the tax-related aspects of many different corporate structures and financial instruments, and have valued hundreds of companies for tax purposes. We have also valued various types of securities – including complex derivative instruments, stock options, and warrants – issued by companies in a wide range of industries. In addition, we have valued large blocks of stock or other securities for tax purposes on multiple occasions. These valuations have required us to assess appropriate adjustments related to control, differential voting rights, marketability, and other value-related security characteristics.

Real estate

In complex real estate transactions, we have analyzed tax liability and exposure and provided input to the development of tax strategies. We have also applied statistical and econometric techniques to value residential and commercial real estate, and used these techniques to measure the impact on market value of environmental hazards, proximity to urban amenities, ownership by financial institutions, and other property attributes.