- 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)
Valuation of Intangible Assets
Wharton’s professional staff has a wealth of experience in the analysis and valuation of intangible business assets including:
- Core bank deposits
- Loan portfolios
- Customer lists or subscriber lists
- Trademarks and trade names
- Patents and patent applications
- Unpatented proprietary technology
- Technology licenses
- Backlogs of open customer orders
- Management-employee contracts
- Non-compete contracts
- Computer software and systems documentation
- Films and film libraries
- Distribution rights
- Franchise contracts
- Favorable leases
- Going concern value
- Goodwill
Intangible asset valuations are required for a number of financial reporting, transactional and tax compliance purposes. Companies are also increasingly interested in actively managing and maximizing the value of their intellectual property and other intangibles.