Valuation Services
Why Select Holtz Rubenstein Reminick?
With one of the largest mid-sized Business Valuation Groups in the New York metropolitan area, our appraisers are highly skilled in valuing publicly and privately held companies in a wide range of industries as well as the assets held by high net worth individuals. Our valuation professionals and Certified Fraud Examiners are accredited by the American Society of Appraisers, the American Institute of CPAs or by the American Society of Fraud Examiners.
You can rely on our appraisers to thoroughly analyze your business assets and render an independent and objective opinion. If necessary, you can rely on them as expert witnesses to provide credible, competent testimony that is grounded in fact and conforms to the Uniform Standards of Professional Appraisal Practice.
When Do You Need a Business Valuation?
Business valuations are needed a wide range of circumstances:
- Bankruptcies, reorganizations and workouts
- Business mergers, sales or acquisitions
- Estate, gift and income tax planning
- Corporate recapitalizations
- Buy/sell agreements
- Marital disputes
- Business/property losses and interruptions
- Trust/charitable foundation planning
- Federal/state tax controversies
- Stock compensation programs
- Partner/shareholder disputes
- Ownership successions
Why a "Professional" Business Valuation?
Each business and appraisal situation is unique and has different qualitative, quantitative and intangible factors contributing to its value. Reliable conclusions, which stand up to regulatory and judicial scrutiny, only can be drawn after a detailed study of all relevant factors involved. Such thorough analysis only can come from a knowledgeable and experienced appraiser.
A Methodology To Identify Value Drivers
Our appraisers ask questions: they Listen & Look under “The Stones”. Each assignment is handled individually and conclusions are drawn only after all relevant factors are considered. Our approach places significant emphasis on financial statement analysis and research to determine the normalized earnings and equity of the enterprise. Conclusions are tested for economic reality.
Services include the following:
- Initial analysis to define the scope of work
- In-depth research of the business itself, including financial condition, earning capacity, dependencies, human resources, competitive position, and short/long term prospects
- Examination of any external factors (i.e., the current/projected state of the economy, industry, regulatory and market environment) that impact the operations of the business
- Examination of a company’s or individual’s books and records to determine adjustments required for valuation purposes
- Preparation of a report that documents the merits of the opinion
- Provision of expert testimony on any findings, if necessary
How Do You Benefit?
Holtz Rubenstein Reminick offers in-depth, high-quality valuations by a staff that is highly competent, dependable and responsive. You can be assured that all conclusions drawn will be objective, well documented and reliable.
Contact Holtz Rubenstein Reminick today for immediate assistance.
Martin P. Randisi, CPA, MBA, ASA
Tel: 631.752.7400 Ext. 389
mrandisi@hrrllp.com
