The Financial Valuation Group

The Financial Valuation Group

CONTACT INFORMATION

The Financial Valuation Group
8139852232
Email
m.mard@fvgfl.com
ADDRESS
8074 North 56th Street, Tampa, FL, 33617
State
Florida

The Financial Valuation Group of Florida, Inc. and The Financial Valuation Group of Ft. Lauderdale, Inc. (d/b/a/ The Financial Valuation Group) are forensic accounting, business valuation, and consulting services firms in Tampa and Ft. Lauderdale, Florida. 

Most of us recognize and respect value but few of us really know how it is established.  Yet, situations arise daily that demand accurate assessments.  In fact, countless business and financial transactions and other day-to-day events that affect millions of people hinge on the determination of value.

That's why our work is critically important, and why we never take it lightly.  We adhere to the ethical standards of the American Institute of Certified Public Accountants and the Accredited in Business Valuation (ABV) designation requirements.  Our most rigorous standards are self-imposed, and the findings of every engagement we undertake must survive the scrutiny of our strict review procedures.  In short, our work is a product of professionals who approach each project with care and 25 years of experience. 

As a result, we have earned the respect of hundreds of clients from coast to coast.  A wide variety of companies, attorneys, CPAs, professional practices, shareholders, banks and others have relied on FVG to appraise the value of a wide range of transactions and interests.  Likewise, our findings and opinions have been reviewed and accepted by:

Courts, including Federal District courts, Tax courts, and State Circuit courts
Government agencies, including the SEC
Accounting firms, including the Big 4 and 2nd-tier accounting firm

As an organization, we specialize in forensic accounting and business valuation.  We apply multidisciplinary skills in accounting, auditing, finance, and quantitative investigation to  the particular facts and scope of an engagement.

 The scope of our services includes:

Corporate Securities

Closely Held Businesses

Partnership Interests

Business Operations-subsidiaries, divisions, profit centers

Intangible Assets-covenants not to compete, customer lists, contract rights and core deposits, and

Intellectual Property-patents, trademarks, trade names, software, copyrights and trade secrets

The pages listed on the left provide examples of the most common forensic accounting, business valuation, and consulting related services provided by our professionals.

Companies often need to have the company or a minority interest in the company valued for merger and acquisitions, tax reporting, financial reporting, joint ventures, or business planning purposes. Our experience includes:

Shareholder Liquidity Services
Valuations for Sale of Business or Division
Valuations for Mergers and Acquisitions
Valuations for Sales of Stock to an ESOP
Valuations for Life Insurance Funding
Valuations for Minority Shareholder Stock Repurchases
Corporate Transaction Services
Valuation for Purchase or Sale of Business or Division
Valuations of Incentive Stock Options
Fairness Opinions
Establishing Merger Exchange Ratios
Going Public/Going Private Transactions
Intellectual Property Services
Royalty Rate Studies
Technology Transfer Valuations (Section 482 Transfer Pricing)
Valuations for Sale/Licensing of Intellectual Property
Tax Related Services
Estate and Gift Tax Appraisals
Appraisals for Charitable Donations of Closely Held Securities
Review of IRS Valuations
Analysis of Minority Interest, Marketability, Blockage and Other Discounts
Valuation of Restricted Stock
Appraisals of Intangible Assets
Appraisals of Intellectual Property
Valuations for Section 482 Transfers (Transfer Pricing)
Valuations for S Corporation Elections
Valuations of Family Limited Partnerships and LLCs
Valuations of Contingent Purchase Prices
Accounting/SEC Review
Fair Value Measurement
Goodwill Impairment - FASB SFAS 142 & 144
Valuations of Stock Options
Purchase Price Allocations - FASB SFAS 141R & 157
Cheap Stock Valuations
In-process Research & Development Valuations
 Employee Stock Ownership Plans
Annual Appraisals for Plan Trustees
Fairness Opinions in ESOP Transactions

If your valuation needs are not specifically listed, please feel free to contact us. Our professionals will be happy to discuss your needs and possibly refer you to an appropriate service provider if we are unable to provide the required services.

 

 

Our other services include:

Fair value education Intellectual property services Private company sales and divestitures Value engineering

 

Acquisition Services

We can provide the following buy-side services:

Develop an acquisition plan
Identify and approach candidates
Structure and negotiate the transaction
Finance and close the deal

  

Fair Value Education

The Financial Valuation Group offers tailored in-house education on fair value and the application of the fair value statement.  If you are interested in learning more about the classes we offer, please contact Michael Mard.

 

 

Intellectual  Property Services

In today's information age, strategies for managing a company's intellectual property are critical to corporate decision making. Intellectual property is becoming an increasingly larger part of our economy and are the value generators of the future. To sustain economic growth, companies will have to:

Identify all of their intellectual property Measure the value of each individual intellectual property Identify revenues and cash flow attributable to the intellectual property Protect their intellectual property Manage intellectual property registrations on a world wide basis License intellectual property to and from third parties Assure compliance with all agreements

Managing a company's intellectual property requires understanding value for sale/purchase transactions, licensing in or out, patent infringement litigation, strategic planning, or bankruptcy proceedings. Each of these valuation purposes depends on several critical variables which may include:

The appropriate standard (definition) or value which should be used (e.g., investment/strategic value, fair market value or fair value) The appropriate premise of value which distinguishes going concern value or liquidation value The projected economic benefit stream Remaining economic life The appropriate discount rate The appropriate royalty rate Any adjustments required by case law or supported by market research

 

Private Company Sales and Divestitures

At some point in the life cycle of a business, an owner of a private company may be interested in gaining liquidity of their largest asset, the stock of their company.  The Financial Valuation Group can assist in analyzing liquidity options and implementing the most effective strategy.  To this end, the following sell-side services are provided: 

Review shareholder goals
Analyze operating and financial characteristics of the company and determine a valuation range
Develop a marketing strategy for the sale, including timing consideration
Produce the selling memorandum
Generate the buyer list and contact each potential buyer
Develop a management presentation
Analyze offers - including price, structure, terms and conditions
Negotiate the purchase agreement
Assist in closing the transaction

 

Value Engineering

Value engineering is designed to aid owners and leaders in aligning business planning and operational execution by identifying the role of three key elements of a business (strategy, systems, and people), and managing these three elements synchronously.  Value engineering asserts the assumption that value creation is a holistic endeavor that requires:

A consistent approach to management planning, resource allocation, performance assessment, and communication
A management focus on and priority of value creation
Alignment of management action with strategic objectives and shareholder value
Strategic benchmarking to monitor the value creation process

Value engineering recognizes that different people in an organization make, at different times, different sets of business decisions.   The alignment process emphasizes that the decisions need to be coordinated to achieve maximum value.