Libra Value Partners

Services

Valuation for Financial, Estate, and Tax Plannings, M&A, IP, and Special Situations.

Areas of Expertise

 

business strateg/planning and mergers & acquisitions

Pre-deal planning, preparing and assessing bids, post-deal valuation, and assessing the pricing of a target before a transaction.

  • Mergers & Acquisitions and Fairness Opinions

  • Asset Purchase

  • Joint Venture

  • Shareholder-related Matters

tax reporting

Independent appraisal of a company's fair market value (FMV) of its common stock or business enterprise value for stock compensation (409A) or for LLC to C conversion and other situations.  

  • Avoid IRS Penalties

  • Grant Options

  • Mitigating Overvaluation Risk

  • Qualified Small Business Stock Valuation

Expatriation tax valuation

Also known as exit tax, is a tax imposed by a county on individuals who renounce their citizenship.

  • Accurate Tax Reporting

  • Optimize Tax Strategy

  • Avoid IRS Penalties

estate planning and gifting

An accurate valuation can help ensure that assets are distributed fairly among heirs and that the wishes of the deceased are carried out. 

  • Meeting IRS Requirements

  • Minimizing Tax Consequences

  • Avoiding Disputes 

  • Minority, Non-marketable Discounts for Shares in Companies or Structured Interests such as Preferred Shares, Options/Warrants or Carried Interests

special situation

Any special situation that requires advisory from us.

  • Financial Modeling and Forecasting

  • Transfer Pricing

  • Strategic Advisory

  • Complex Securities

valuation of different structures

  • Family Limited Partnership

  • LLC Member Interests

  • Carried Interests

  • LLC/S to C Corporation

financial reporting

It's an important step in ensuring that financial statements are accurate and fair for shareholders, creditors, and other interested parties. 

  • Business Combination - ASC 805

  • Impairment Test of Goodwill and Intangible Assets - ASC 350

  • Fair Value - ASC 820

  • Incremental Borrowing Rate (IBR) - ASC 842

Intellectual property/intangible assets valuation

Intangible asset (IP) valuation is the process of determining the value of a company's non-physical assets.

  • Technology IP/Drug Assets

  • Trade Name/Trade Mark

  • Customer Relationship

  • Workforce

  • Goodwill

Industries

  • Pharmaceutical/Drug Assets

  • Technology

  • Manufacturing

  • Professional Services

  • Media and Entertainment

  • Transportation

  • Aerospace

  • And Many More