Business Valuation-Related Services

Arizona's largest independent business valuation firm, Phoenix-based Kotzin Valuation Partners provides comprehensive valuation and financial advisory services in six major areas: business valuation, litigation support, financial reporting opinions, bankruptcy and turnaround consulting, intangible asset valuation, and mergers and acquisitions

Fractional interests

Estate and gift tax reporting

Financial reporting

Stock option valuation

Complex capital structure analysis

Estate planning

Marital dissolution

ESOP transactions

SBA lending

Shareholder disputes

S-corporation conversions

Buy-sell agreements

Damages in commercial litigation

Charitable contributions

Fairness and solvency opinions

Mergers and acquisitions

Valuation in bankruptcy

IRC 409A

Forensic accounting

Lost profits and economic damages analysis

Expert testimony

Shareholder disputes

Marital dissolution

Purchase price and earnout disputes

Purchase price valuation (ASC 805)

Goodwill and intangible asset impairment tests, pursuant to ASC 350

Derivative valuation, pursuant to
ASC 815

Intellectual property valuation

Stock option valuation

Fresh start accounting

Contingent liabilities

ASC 718

IRC 409A


Financial statement projections

Cash flow analysis

Profit improvement

Organization structure issues

Solvency analysis

Bankruptcy schedules

Preferential payment analysis

Fraudulent conveyance analysis

Liquidation analysis

Reorganization plan analysis

Financial feasibility analysis

Proof of concept analysis

Business plan preparation

Confidential sales memoranda

Industry review and benchmarking

Capital structure

Marketing-related intangibles

Customer-related intangibles

Contract-related intangibles

Technology-related intangibles

Asset transfers between legal entities

Collateral evaluation

Financial reporting

Litigation support

Industry analysis and lead generation

Confidential sales memoranda and information packaging

Valuation and negotiation

Fairness opinions

ESOP advisory