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Blog Posts in 2017

Fairness Opinion

In prior years, fairness opinions were primarily applicable for publicly held companies. Today, private transactions involving disparate and potentially conflicted parties are often accompanied by ...
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Litigation: Critical Need for Financial Advisor

Litigation matters are almost always settled on economic analyses/positions. Too often, they fester and proceed based on emotional, usually irrational, behavior on the part of one or both litigants. ...
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Brand / Trade Name Value

Can a brand or trade name have value apart from the business? Yes. However, the ongoing business, if profitable, will enhance the brand value and be enhanced by the brand. For the profitable business, ...
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Derivative Valuation

In financial terms, the derivative contract derives its value from the performance of an underlying property. This property – asset, index, or interest rate – is called the ...
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RIGHT OF PUBLICITY (Name and Likeness)

The intellectual property called Right of Publicity (RP), is also known as "Name and Likeness" "Persona," and "Personality Rights." Any and all of these terms encompass ...
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PURCHASE PRICE ALLOCATION ISSUES

Purchase Price Allocation (PPA) is triggered by an acquisition. The purchase price is allocated to the assets and liabilities included in the transaction. Buyers and sellers often have different ...
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HOW MUCH IS THAT IP IN THE WINDOW?

With due attribution to an old song (Doggie in the Window), for most companies there is no IP value in the window, or on the Balance Sheet. The reason is simple: costs to develop and protect the IP ...
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PROFITS INTERESTS

Special equity compensation known as profits interests (PI) are only issued by Limited Liability Companies (LLCs). They provide for a share of profit in the company after a specific point in time. ...
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ESOP Valuation Nuances

What makes ESOP valuations unique from other business valuations? The discussion below highlights some of these nuances. ESOP Advantages Employee Stock Ownership Plan is a qualified retirement plan ...
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Solvency Opinion

A solvency opinion (valuation analysis) is required by sellers and new creditors to a leveraged transaction involving a company recapitalization. Due to concerns about fraudulent conveyance, parties ...
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CARRIED INTERESTS

The Mentor Group has performed numerous and significant valuations of carried interests in alternative asset management firms, namely hedge funds (HF) and private equity groups (PEG). These fund ...
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DEMISE OF PROPOSED IRS REG 2704

With the recent Trump election, the yearend craziness related to estate gifting valuations has largely ceased. No one knows how the income and estate tax laws will change in Congress, but our clients ...
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