Valuation

Due to the specialized nature of this work, Capstone established a discrete entity, Capstone Valuation
Services, LLC, in 2006 and staffed it with senior accredited valuation professionals.

Valuations are critical to the strategic decisions in managing or evaluating a business, and are rigorously examined by investors, lenders, boards of directors, corporate advisors, and regulatory agencies, including the IRS and SEC. Capstone’s valuation experts have performed thousands of business and intellectual property valuations in the last decade, and bring tested, real-world experience to bear in providing opinions of value where your business enterprises, interests, non-core assets and liabilities are concerned. We help eliminate the controversy that so often exists in these matters, and inject the credibility and confidence that are paramount in moving forward.

Highly Specialized Expertise. Specialists in going-concern, liquidation, fair value, tax and intellectual property valuations, Capstone provides thorough, defensible valuation reports and expert testimony. Not only do we have broad industry coverage; we specialize in knowing the market conditions critical to valuing equities, derivatives, fixed income and intangible assets. We take time to understand and evaluate your underlying business and industry, then present comprehensive conclusions based on research and backed by years of experience.

Our extensive valuation services include:

  • Financial/Accounting/Tax
    • Valuations – Fair Value & Fair Market Value
    • Purchase Price Allocation
    • Goodwill and Asset Impairment Testing
    • Transfer Pricing
    • International and Domestic Holding Companies
  • Litigation and Arbitration Support
    • Expert Reports and Testimony
    • Settlement Analysis
    • Tax Controversies
  • Tactical/Strategic
    • Joint Venture and Alliance Contributions/Breakups
    • Intellectual Property Portfolio Assessment
    • License Program Development
  • Transactional
    • Set Value Expectations
    • Buyer/Seller Identification
    • Buy/Sell-Side Transactions
    • Negotiation Support
    • Due Diligence