Business Valuation Services
from Research Optimus

We support specialized auditing requirements associated with business valuations such as fair value appraisals, model validations, complex security pricing (NSPC), and FAS 141/142 valuations.

ROP can assist entrepreneurs and venture capital firms in negotiations involving equity ownership positions and valuation of equity when start-up capital is being raised.

We can streamline third-party requirements by validating models, data, opinions, valuations, and other information provided by banks and third-party advisers.

We provide objective valuation guidance for portfolios that include hard-to-value assets such as complex fixed income and equity instruments, side pocket investments, and derivatives.

ROP prepares valuations of compensation plans, employee incentives, performance-related awards, and revenue sharing.

We can complete valuations involving capital assets and real estate and identify assets to fit a specific business strategy.

ROP can research and advise regarding tax-related issues such as tax valuations, estate, and gift tax valuation, inheritance tax valuation, tax restructuring valuation, and tax impacts of charitable contributions.

ROP can assist with all aspects of due diligence including data room organization, communication with all parties, data collection, and investigative due diligence.

ROP appraises intellectual property assets such as patents, trademarks, copyrights, knowledge, trade secrets, brands, and service marks.

Our business valuation services in this area include LBO and DCF modeling, synergy analysis for M&A modeling, model validation, calculation of optimal debt and equity structures, and preparation of pitch presentations.

We help with valuation requirements unique to specific industries with reports that are tailored to the industry's products, services, and asset classes.

We prepare valuations based upon scenarios specified by the clients including a range of bull and bear scenarios that facilitate risk assessment and informed decision-making.

We help with valuation and other specialized tasks throughout complex structured finance transactions.

ROP can facilitate compliance requirements by reviewing tax structuring, goodwill impairment, purchase price allocation, and other reporting standards that often differ significantly from one country to another.

ROP can prepare reports and datasheets that feature relevant valuation parameters for financial models such as industry benchmarks, company-specific data, historical data, and forecasts.

ROP can perform a detailed analysis of current and historical financial statements that can assist in assessing volatility or stability of income and cash flow.

ROP can provide business valuation support for all real property transactions, including sale-leasebacks, lease financing valuations, financial reporting valuations and purchase price allocations.