- Gift, Estate and Inheritance Taxes and Estate
- Litigation Support and Expert Witness Services
- Business Valuations for Corporate Finance Transactions
- Stock Options and Other Equity Based Compensation
- Portfolio Valuation for Investment Management Companies
- Financial Reporting for Mergers and Acquisitions
- Valuation of Intangible Assets
- Employee Stock Ownership Plans (ESOPs)
Business Valuations for Corporate Finance Transactions
Managers and owners of businesses involved in corporate finance transactions such as sales, acquisitions, IPOs, and private placements need accurate information to guide their decision making. The Wharton team will provide you with expert valuation services so you can make the most informed decisions or with a fairness opinion to provide external assessment of a transaction’s terms. We are experts in providing companies with high quality analysis, personalized service and actionable results.