Valuations

Shields & Company provides objective and independent assessments of value in conducting its valuation assignments, for both private and public companies and securities. Our professional staff has over 50 years of combined valuation and fairness opinion experience. Shields & Company has completed hundreds of business, securities, and intellectual property valuations. We have also provided litigation support and expert testimony in a variety of matters involving securities valuation issues. We have issued fairness opinions for both private and public companies. A number of our principals are members of the American Society of Appraisers.

The types of valuations we regularly conduct are:

Tax Planning and Reporting Financial Reporting Litigation Support
  • Estate and gift tax valuations
  • Nonqualified deferred compensation – Sec. 409A
  • Valuations of securities donated to a charity – Sec. 170
  • Goodwill impairment – ASC 350, SFAS 142
  • Incentive compensation and options – ASC 718, SFAS 123R
  • Purchase price allocations – ASC 805, SFAS 141
  • Shareholder disputes
  • Divorce
  • Expert testimony
Reorganizations ESOPs Fairness Opinions