Valuation

Whether to meet financial reporting or tax compliance obligations, to assist in litigation procedures, or as a strategic planning opportunity related to a potential future transaction, a proper and accurate valuation is essential to guiding your economic interests. Leveraging qualified valuation specialists to determine the value of a business, tangible/intangible assets or liabilities, or individual securities can give you a competitive edge and secure a more advantageous and profitable future for you and/or your organization.

The technical aspects of valuation are complex, as is the myriad of operational, financial and market factors to be considered as part of the process. MFA combines industry, financial and business experience to decode the complexities associated with valuations and help define and direct your strategy, substantiate a position or protect an investment.

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Full Spectrum of Valuation Services

Financial Reporting

• Stock-based Compensation (ASC 718)
• Purchase Price Allocation/Business Combination (ASC 805)
• Goodwill & Other Intangible Asset Impairment Testing (ASC 350)
• Embedded Derivatives & Hedging Activities (ASC 815)
• Fair Value Measurements (ASC 820)
• Fair Value of Financial Instruments (ASC 825)
• Audit Support – Reviewing Third Party Appraisals

Tax Compliance

• AICPA Compliance Opinions for Stock Options (IRC 409a)
• Asset Election In Stock Transaction (IRC 338)
• Property in Exchange for Services (IRC 83(b))
• Charitable Donations (IRC 170)
• Golden Parachute & Non-Compete Valuation (IRC 280G)
• Debt Discharge & Income from Discharge of Indebtedness (IRC 108)
• Net Operating Loss Studies (IRC 382)
• Gift & Estate Tax
• Tax Support – Reviewing Third Party Appraisals
• Traditional IRA Transfer of Illiquid Assets to Roth IRA

Litigation & Advisory

• Pricing Analysis for Cash Flow Based Lending or M&A
• Personal & Enterprise Goodwill Allocation
• Buy-Side or Sell-Side Assistance
• Employee Stock Ownership Plan Setup & Valuation (ESOP)
• Marital Dissolution
• Shareholder Disputes
• Shareholder Buy/Sell Agreements
• Litigation (Lost Profits, Patent Infringement)
• Business Succession Planning
• Intangible Asset Acquisition or Sale

What MFA’s Valuation Services Can Do For You

Provide value benchmarking to help level the playing field in capital raising negotiations
Minimize financial risk associated with prolonged and uncertain litigation matters including partnership disputes and marital dissolutions
Avoid IRS challenges related to equity issued as compensation and gift & estate tax compliance
Help ensure a seamless financial reporting audit process as it relates to all current or historical fair value measurements
Help consummate asset spin-outs through a supportable valuation opinion
Proactively educate yourself with respect to complex and hard to value asset, stock or debt transactions

Tom Hamilton-Piercy

Tom is a member of MFA’s Valuation Practice and leverages his strong background in finance and banking to support customers in pursuit of their financial…

Harry Exarhopulos

As a member of MFA’s Valuation Practice, Harry provides complex financial solutions to publicly traded and privately held companies for a variety of strategic &…

Mathieu Ghali

Based in MFA’s Montreal office, Mathieu’s focus as a member of the Firm’s Valuation Practice is providing strategic valuation services for privately held enterprises with…

Bill Duratti

For more than 20 years as a leader in the Firm, Bill has provided business advisory services to MFA’s national customers, including financial advisory, valuation…

Jennie Belanger-Murphy

Jennie is a member of MFA’s Valuation Practice and takes a hands-on approach to customer engagements as she works to determine accurate valuations for businesses,…

Gregg Hamilton-Piercy

With a diverse history in corporate finance spanning more than 20 years, Gregg spearheads MFA’s Valuation Practice both in the U.S. as well as through…

Thomas Komow

As a Member of MFA’s Valuation Practice, Tom manages valuation engagements for companies across a variety of industries and stages of development. His expertise includes…

Samuel Dubois

Sam leverages his Finance degree from McGill University and his passion for economics to help customers substantiate a position, protect an investment or meet financial…

William Pelletier

William is a member of MFA’s Valuation Practice and is based in the Firm’s Montreal office. In his role at MFA, William compiles necessary context…

Glen McElwee

Glen is a leader in MFA’s Valuation Practice and provides customers with a comprehensive set of valuation services including purchase price allocations under ASC 805,…

Meet Our Valuation Team