Valuations and Fairness Opinions

An independent valuation applies income, market, and asset methods to your facts and reconciles them to one supported conclusion of value. A fairness opinion is a written judgment, prepared for a board or special committee, on whether the terms of a specific transaction are fair from a financial point of view. Many boards need both: a defensible number and a documented opinion they can put in the minutes.

Engage us when the transaction is real and the parties are related, or when the stakes are contested and someone may later question how you reached the number. That covers sales, mergers, related-party deals, dividends, and recapitalizations. Bringing us in before the decision is finalized lets the analysis inform the record rather than defend it after the fact.

You receive a written deliverable that lays out the method, assumptions, and conclusion of value in a form suited to board minutes and the file. For a fairness or solvency opinion, that means a documented basis a board or special committee can rely on. The record is built to withstand board scrutiny, litigation, and later challenge.

Yes. Our process runs from scope through analysis and reconciliation to defense, and we document, deliver, and testify if the matter reaches court. The work is built to stand up to cross-examination, and we provide expert testimony in disputes and buyouts. That is the point of a number that holds up under scrutiny.

Since 1983 our opinions have been written by senior partners rather than junior staff, which is why the work holds up in the boardroom and in court. We hold no stake in the outcome, so the opinion is genuinely independent and clean. You get bulge-bracket rigor at a fraction of the cost, sized for the mid-market.