Valuation for Financial Reporting

Fair Value Measurements continues to be an area of tremendous importance in financial reporting. Over the past 20 years or so, the valuation profession has developed a tremendous amount of guidance on best practices in measuring fair value. The valuation specialists at Zyla Valuation Advisors have participated in developing this guidance for the profession. We understand how to develop credible and auditable results for our clients.

INTELLECTUAL PROPERTY

Intellectual property can be among the most valuable assets of a business. But formulating a valuation for intellectual property, like other intangible assets that do not have physical substance or form, can be complex under current accounting standards because its benefit to the bottom line is uncertain.

Intellectual property includes creative products of the mind, including software, trade names, brands, formulas, and trade secrets.

Valuations of Intellectual property and intangible assets include many considerations. We provide real-world perspective, accounting expertise and business acumen to provide valuations that help clients achieve their business goals.

Although it can be difficult to attach a specific number to these assets, they all can be vital contributors to a company’s overall valuation.

•   Business Combinations

• Financial Reporting

•   Impairment Testing

•   Intangibles, Goodwill and Other

• Intellectual Property

Complex Capital Structures Under ASC 718 and IRC 409A

We are retained in matters involving either the fair value for financial reporting purposes or the fair market value of equity interests for tax reporting purposes granted to employees as compensation. Often these matters involve complex analysis as to the estimate of the fair market value of various rounds of preferred stock in order to estimate the fair market value of the common stock. The professionals at Zyla Valuation Advisors are well versed with valuation techniques for measuring the value of equity interests in complex capital structures.

Business Damages

Unfortunately disputes can arise in various business settings as to the lost profits in commercial transactions or the lost value where one party to a transaction believes they were harmed by another. These disputes require an analysis as to the amounts of damages. Critical to a successful outcomes of the dispute is a well reasoned and documented analysis as to the quantification of the amount of damages. We have experience in providing consulting and expert testimony to assist in matters of dispute.

Tax Reporting

Extensive experience with valuations issues is required to develop innovative approaches to business and tax planning. Zyla Valuation Advisors can provide your business with tax valuations for a variety of situations. Our team counsels clients to find the optimum structures that provide maximum tax benefits for their strategies and assets.

Among the services Zyla Valuation Advisors provides in tax reporting are:

• Bankruptcy, Distressed Assets, Insolvency and Restructuring

• Corporate Reorganizations

• Estate and Gift Tax Planning and Reporting

• Income Tax S-Corp Conversions

• Intellectual Property and Intangible Assets

• Privately Held or Closely Held Companies

• Section 409A Issues

INtangible Assets

Intangible assets which are the creative product of the mind such as software, trade names, brands, formulas, trade secrets are increasingly recognized as a important, often vital contributor to an entity’s overall valuation. We can assist with understanding the value of various intellectual property.

Mergers & Acquisitions

In a business transaction, valuation is the key to getting the deal done. It is also a critical factor when deals fail.

Zyla Valuation Advisors provides clients with advisory services as well as valuation opinions on the full array of transactions, no matter how complex.

We help clients with sophisticated valuations before business combinations, in post-merger disputes, in restructuring situations and everything in between.

Our transaction advisory and opinion services encompass:

• Bankruptcy, Distressed Assets, Insolvency and Restructuring

• Corporate Reorganizations

• Business Combinations

• Employee Stock Option Grants

• Estate & Gift Tax Planning and Reporting

• Impairment Testing

• Intangibles, Goodwill and Other

• Intellectual Property Analysis

BUSINESS STRATEGY

We counsel and serve attorneys, boards, directors, executives, fiduciaries, general counsel, management, private equity and other investors, trustees, and other business leaders. We help steer companies with a balance of legal, business, operational and financial strategies that have clear execution and built-in problem-solving contingencies.

As such, our support of clients is not limited to valuations. We have the knowledge and resources to do everything necessary for businesses seeking help with internal planning and strategic decision-making. 

A distinguishing feature of our team is that our depth of business valuation experience allows us to develop innovative approaches for our clients and provide them with advice in every area of business planning.

• Bankruptcy, Distressed Assets, Insolvency and Restructuring

• Environmental, Social and Governance (ESG) Issues  

• Products and Services 

• Risk Identification and Analysis 

• Start-Up and Small Businesses