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Chartered Capital Advisers performs valuations of businesses, financial instruments, intangible assets, and other assets and liabilities for a variety of reasons including:

Transactional Services
• Purchase or sale price
• Fairness opinions
• Solvency opinions
• Buy/sell agreements
• Shareholder transactions
• Equity issuance or
redemption
• Due diligence

Litigation Support
• Equitable distribution
• Minority oppression
• Corporate dissolution
• Dissenting shareholders
• Bankruptcy
• Intellectual property
• Quantifying damages
• Personal injury
Financial Reporting
• Purchase price allocation (FASB 141R)
• Consolidation and deconsolidation (FASB 160)
• Share-based consideration (FASB 123R)
• Employee stock ownership plans (ESOPs)
• Goodwill impairment (FASB 142)
• Asset impairment (FASB 142 & 144)
• Fair value reporting (FASB 157 & 159)
• Fresh-start accounting (SOP 90-7)

Tax Planning and Compliance
• Income, estate, and gift taxes
• Employee benefits
• Charitable contributions
• Corporate reorganizations
• S corporation conversions
• Purchase price allocations
• §409A valuations
• §83b elections

  
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