VALUATION
We fulfill valuation needs to help you make informed decisions
Our experienced Valuation team embodies the data-driven, quantitative expertise and studied regulatory acumen needed to deliver compliant Valuation solutions, providing deeper insight into your business, portfolio or fund’s financial success
PARTNERING WITH US
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 that drive growth while staying compliant.
Innovative Solutions
We stay up-to-date with evolving standards and key technologies to provide you with the most efficient solutions to any and every challenge.
VALUATION SERVICES
Strategic 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
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 equity-based awards, including:
• Traditional options and restricted stock units (RSUs);
• Performance-based awards tied to metrics such as Total Shareholder Return (TSR), typically modeled using Monte Carlo simulations.
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.
Establish the rate a lessee would pay to borrow on a collateralized basis to calculate lease liabilities and right-of-use assets.
Let’s Work Together
Valuation Contact
Contact form from Valuation page of website
A Valuation Partner you can trust
Our transaction advisory and tax compliance offerings put stakeholders on track to make the most informed business decisions, ensuring accurate assessment and actionable plans customized to individual goals and requirements.
Our experienced valuation team delivers the data-driven expertise and quantitative analytics needed to provide compliance-related valuation services or deeper insights in the financials behind your business, fund, or portfolio.
NEWSROOM
CriticalPoint Advises Xobee Networks, a Portfolio Company of O2 Investment Partners, on Its Acquisition of Exceedio
November 11, 2025 – CriticalPoint is pleased to announce that it served as the exclusive financial advisor to Xobee Networks, Inc.
CriticalPoint Advises ClearPlan on Its Acquisition of Tilson Construction Technology Consulting (CTC)
October 29, 2025 – CriticalPoint is pleased to announce that it served as the exclusive financial advisor to ClearPlan, LLC
CriticalPoint Strengthens New York Investment Banking Team with Alexander Chefetz as Managing Director
LOS ANGELES and NEW YORK, October 6, 2025—CriticalPoint, a trusted platform of tailored financial solutions combining the best of Investment
ABOUT
Critical Insights. Tailored Solutions. Exceptional Outcomes.
CriticalPoint provides tailored financial solutions through a trusted platform, combining the best of Investment Banking and Private Capital. Backed by decades of diverse transaction experience, the CriticalPoint team delivers the insights clients and stakeholders need to achieve superior outcomes. Founded in 2012 by senior M&A professionals with a passion for deal-making, CriticalPoint stands out for its deep expertise in Investment Banking—including mergers and acquisitions, capital markets, deal sourcing, special situations, and valuation advisory—as well as in Private Capital investing, with a focus on corporate divestitures and special situations.
When business owners, management teams, private equity firms, and corporate sellers reach a defining moment across a range of industries, they rely on CriticalPoint’s proven expertise.
