SOLVING DIFFICULT AND COMPLEX VALUATION ISSUES

When faced with a difficult valuation issue, a client needs to be presented with an appropriate valuation solution.  At Equity Analysts Incorporated, we excel at listening, and gaining a complete understanding of the client's needs.

Equity Analysts Incorporated is managed by Michael H. White, CFA (Chartered Financial Analyst).



   FAIR MARKET VALUE

Prepared documents can range from short letters to voluminous reports containing many exhibits. Many reports are somewhere in the middle. The intended use of the valuation conclusions tends to dictate the necessary form of the valuation documents. Parties may have adverse financial interests, or may have an extremely adverse financial  interests, as in the case of  tax collecting authorities. While the intended reader might vary, the value conclusion would be the same, but the amount of documentation needed to persuade the reader as to the merits of the analysis could vary.  

A verbal presentation of the conclusions of value is also an option.

"Fair Market Value" is defined as that amount, expressed in terms of money, that would exchange between a willing buyer and willing seller, with equity to both, neither being under compulsion to buy or sell, and both being fully aware of all of the relevant facts, as of a certain date.

               WHETHER THE VALUE ESTIMATE MIGHT BE ADJUDICATED IN COURT, 

            MIGHT BE NEEDED FOR THE SETTLEMENT OF A DISPUTE WITH THE IRS,                   MIGHT BE USED TO NEGOTIATE WITH POTENTIAL BUYERS OR SELLERS, OR                              MIGHT BE USED FOR FINANCIAL OR STRATEGIC PLANNING.

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          COMMITTED TO VALUATION SOLUTIONS THAT MEET CLIENT NEEDS

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PROVIDING DOCUMENTS THAT SUIT THE CLIENT'S NEEDS