For clients ranging from Fortune 500 corporations to closely held entities, Avalon has provided business and securities valuations, financial opinions and expert witness support. Our services have been sought by boards of directors, outside investors, third-party arbitrators and judges. As an independent investment bank, with seasoned Wall Street and operating expertise, Avalon provides credibility to:

  • Financial opinions (fairness or capital adequacy)
  • Business reporting unit valuation and allocation of intangible assets and goodwill
  • Employee Stock Ownership Plan (ESOP) valuations
  • Estate, gift and income tax valuations
  • Valuations for prospective acquisitions or sales
  • Expert opinions for corporate reorganizations
  • Dispute analysis and litigation support

A business valuation is often the starting point for buyers and sellers of companies as well as companies seeking private placement financing. The valuation process is not an exact science: it requires understanding the characteristics of a specific company, its industry and current market conditions and considers the results obtained from several valuation methodologies. Avalon's constant interaction with buyers and investors enables us to provide business owners with current market estimates of a company’s value. Avalon’s Resource Center provides additional information regarding valuation methodologies. Contact us to learn more about the valuation process and our knowledge and experience.