Focus on what counts

Business Valuations

Focused on Solving Complex Matters

Whether it’s litigation matters, mergers and acquisitions, estate and gift tax planning, corporate financial planning, financial reporting, or tax compliance, you can count on our team of analysts for a variety of purposes. From small-scale matters to highly complex issues, our Valuation and Forensic Practice produces the answers needed, so you can focus on what counts.

How Citrin Cooperman Can Help

We take a unique, multi-disciplinary approach to our practice, and our skill set is versatile. While a substantial part of our work is conducting valuations on trusts and estates, we are not a niche-based practice. We believe that our trust and estate expertise is connected to our litigation capabilities, enabling us to work from a more defensible mindset and create reports that consistently withstand the most intense scrutiny from the IRS, auditors, judges, and opposing counsel. As a result, we are often called to testify in court as expert witnesses throughout the tri-state area.

We conduct valuations of the following:

  • Operating businesses
  • Early-stage companies
  • Common and preferred stock
  • Options, warrants, rights, and other derivatives
  • Carried interests, profit interests, stock appreciation rights (SARS), restricted stock units (RSUs), and phantom stock
  • General and limited partnership interests
  • Intellectual property such as patents, copyrights, and trade names/marks/secrets
  • Intangible assets such as contracts, customer relationships, core technologies, software, and non-compete agreements
  • Royalty assets such as rights and licenses
  • Debt instruments such as fixed income, hybrids, and convertible debt
  • Professional licenses and degrees

Aside from performing independent and objective valuations for a range of consulting purposes including corporate planning and restructuring, we also conduct valuations in connection with litigation, compliance, and consulting.

Our team is comprised of an impressive combination of professionals including Certified Public Accountants (CPA), Chartered Financial Analysts (CFA), professionals with certifications issued by the American Institute of CPAs, including Accredited in Business Valuations (ABV) and Certified in Financial Forensics (CFF), Accredited Senior Appraisers (ASA), Certified Valuation Analysts (CVA), Certified Fraud Examiners (CFE), Certified Insolvency & Restructuring Advisors (CIRA), Certification in Distressed Business Valuation (CDBV), Certified Turnaround Professionals (CTA), and attorneys.