expert opinions of value
Valuation and Venture Consulting is a financial consulting firm that specializes in the independent appraisal of businesses, equity and debt securities, including derivative securities (e.g., stock options), and intangible assets (e.g., developed technology, patents, customer lists, customer relationships, trademarks and trade names).
We provide independent opinions of value for our client’s financial reporting, tax, or litigation support purpose. We also provide opinions of value to assist our client’s and their advisors with restructuring or mergers and acquisitions.
Our opinions and work product provide expert support for regulatory compliance (e.g., financial reporting and compliance with GAAP for S.E.C. registrants and private companies and tax filings or examinations by the Internal Revenue Service).
Our professionals have all the essential designations (education and qualifications) and years of experience to be considered experts in the financial services that we provide our clients. Their knowledge, applied to analytic approaches grounded in generally accepted financial theory, results in independent, well supported opinions of value appropriate for your particular purpose.
Since 2000, our opinions of value have been utilized by publicly traded companies and private companies located across the United States and Southern California, in particular. In addition, high net worth individuals and their advisors have used our opinions of values for their tax planning and tax compliance.
Our philosophy has always been to provide reliable, supportable opinions of value in a cost-effective manner. As a result of this approach, we have developed relationships with our clients and their trusted advisors that have lasted many years past the date we completed our initial engagement.
Leveraging the knowledge we gain in our valuation practice and our knowledge for creating greater value for shareholders, we advise executives on how their financial strategy and performance can create more value for shareholders.
Please contact us to discuss your particular valuation need, if we can not help you, we may be able to put you in contact with the appropriate financial professionals.
mission statement
- To develop relationships with our clients and their trusted advisors.
- To provide quality, responsive business valuation and intangible asset valuation analyses and financial advice.
- To offer our staff a fulfilling professional climate with which to balance their personal goals and ambitions.