Valuation Services

Marula’s professionals have performed over 3,000 valuation assignments over the past three decades for both private and public companies, ranging from valuing start-up pre-revenue companies, to providing fairness opinions in multi-national multi-billion dollar international transactions. We also value debt instruments and other hybrid security instruments.

Ensuring that a valuation is accurate, complete and able to withstand potential legal challenges requires in-depth research, detailed financial analysis, deep and current market knowledge, and an experienced valuation team.

Our senior team focus, comprehensive due diligence, and fundamental and rigorous approach to valuation analyses have earned us a reputation for delivering industry leading valuation services. We have provided valuation services to many governmental agencies including the IRS, Department of Labor, and various other state agencies, and after going through a rigorous evaluation process, we have historically been a trusted advisor to many state pension and retirement funds throughout the US.

Business owners and shareholders require third party valuation services in many situations, including:

  • Tax Opinions: Estate Planning/Gifting; Charitable Gifting; 409A Valuations; C-Corp to S-Corp Conversions; Profits Interests; Partnership Freezes; Estate Tax Reporting; Valuations of Options/Restricted Stock Plans; Cancellation of Indebtedness Opinions, etc
  • Securities Design: To achieve certain tax planning objectives
  • Discounts: For Lack of Control and Lack of Marketability
  • Transaction Opinions: Fairness Opinions; Solvency Opinions; ESOP Opinions; Buy-Sell Agreements; Basic Company Valuations
  • Financial Reporting Opinions: Purchase Price Allocations; Goodwill Impairment; Intangibles and Intellectual Property; Fresh Start Accounting;
  • Portfolio Valuations: For private equity firms to mark assets to market.
  • Litigation Support: Shareholder Disputes; Valuation Disputes; Damages Calculations; Divorces/Disputes;
  • Expert Witness Testimony: In connection with all of the above.