VALUATION
We fulfill valuation needs to help you make informed decisions
CriticalPoint uses data-driven expertise and quantitative analytics to provide deeper insights for business valuation
We work closely with our clients to understand their unique challenges and goals
PARTNERING WITH CRITICALPOINT
Data-Driven Insights
Using quantitative analytics to provide data-driven insights for your business needs, we provide customized solutions to help you make informed decisions, drive growth and stay compliant
Innovative Solutions
We are committed to providing the best value to meet your business needs. We stay up-to-date with evolving standards and key technologies to provide you with the most efficient solutions
VALUATION SERVICES
Transaction Advisory
Provide an independent, objective assessment of the economic fairness of a business transaction.
Facilitate the smooth transition and valuation process during the exit of shareholders.
Assess the value of intellectual property assets for transactions or strategic planning.
Tax Compliance
Ensure compliance with tax regulations on intercompany pricing arrangements across different jurisdictions.
Assist in structuring gifts and estates to optimize wealth transfer.
Provide accurate valuation of minority stakes in businesses for fair treatment in transactions, both actual and hypothetical.
Value these ownership structures which align employee interests with company performance.
Valuing legal entities (e.g., holding companies, subsidiaries) for purposes such as tax restructuring, step transaction planning, or compliance with regulatory requirements (e.g., for mergers, acquisitions, or disposals).
Establishing the fair market value of a single share of common stock to determine the appropriate strike price for issuing stock options, in compliance with Internal Revenue Code regulations.
Valuing legal entities, businesses, or assets (e.g., real estate, intellectual property) to demonstrate insolvency and avoid taxable income recognition under Cancellation of Debt Income (CODI) provisions.
Valuing non-compete agreements of certain personnel (e.g., key executives) and other compensatory assets to assess the reasonableness of golden parachute payments and comply with IRC 280G regulations.
Corporate Development
Determine the economic value of a business or company unit.
Support decision-making for stakeholders through the bankruptcy process, often focusing on restructuring and recovery options.
Support the process of protecting both assets and stakeholders during financial distress.
Deliver strategic foresight and financial mapping to support business decision-making and growth , and improve operational performance.
Strategic financial solutions for businesses to improve efficiency and operational performance.
Consulting
Evaluate the adequacy and appropriateness of collateral for loans or transactions.
Offer an expert analysis of a company’s ability to meet its long-term debt obligations.
Provide a thorough review and assessment of executed valuation reports for reasonableness, accuracy and compliance.
Assist companies in securing the necessary capital for growth and expansion.
Advise on the structuring and value implications of ownership, operating and other establishing agreements.
Financial Reporting Services
Determine the fair value of stock-based compensation, such as employee stock options or restricted stock, to comply with financial reporting requirements under ASC 718.
Allocate the purchase price of a company to its various assets and liabilities for accurate financial reporting.
Assessing whether the fair value of reporting units or indefinite-lived intangible assets (e.g., tradenames) is lower than their carrying amount, requiring recognition of an impairment loss.
Evaluating finite-lived assets (e.g., machinery, customer relationships) for impairment based on an undiscounted cash flow test when triggering events indicate that the carrying amount may not be recoverable.
Determining the fair value of investment holdings, including debt and equity securities, in compliance with the fair value measurement principles outlined in ASC 820 or IFRS 13.
Let’s Work Together
Valuation Contact
Contact form from Valuation page of website
A Valuation Partner with
expertise you can trust
We offer a diverse suite of valuation services. Our transaction advisory and tax compliance offerings will put stakeholders on track to make the most informed business decisions, ensuring accurate assessment and actionable plans customized to individual goals and requirements.
Our consulting and corporate development services will help identify opportunities and risks aligned to your strategic direction, tailored to fit your long-term objectives, and empowering you with focused insights to drive your business towards growth and success.
NEWSROOM
Los Angeles Business Journal Recognizes CriticalPoint Managing Directors Matt Young, Nick Cipiti, and Diane Cabo as 2024 Leaders of Influence
CriticalPoint (“CriticalPoint”) is pleased to announce that Matt Young, Nick Cipiti, and Diane Cabo have been selected by the Los
CriticalPoint Strengthens Investment Banking Team with Senior Hire, Daniel Flanary as Managing Director
We are pleased to announce that Daniel Flanary has joined the firm’s Investment Banking team as a Managing Director, where
CriticalPoint’s Valuation Practice Expands with Addition of Hitesh Nathani, Managing Director
CriticalPoint is pleased to welcome Hitesh Nathani, as Managing Director in its growing Valuation Services practice. Hitesh brings more than
ABOUT
A big bank experience for the middle market
We uniquely combine the best of investment banking, private equity, and valuation service offerings. We guide with personality, professionalism, and emotional intelligence, learned from our decades of field and industry experience at top-tier financial companies
