Valuation Advisory & Litigation Support
Companies often require an objective, independent assessment of value.
Capstone’s Financial Advisory Services Group has an extensive array of valuation advisory services and litigation support services to help owners, boards, special committees and investors fulfill their fiduciary responsibilities. Our professionals have been involved in some of the most complex situations and rendered opinions on many types of change-of-control transaction.
Types of Valuation Advisory & Litigation Support Offered
- Fairness Opinions
- Solvency Opinions
- Fraud Examinations
- Asset Valuation
- Litigation Support
- Expert Testimony
Select Valuation Advisory Engagements
Contact Us
If you’re in a change of control situation and need help with fulfilling your fiduciary responsibilities contact us today to start a conversation and see how we can help.
Frequently Asked Questions
Litigation support valuation is the independent analysis of a business, asset, or financial interest used in legal proceedings. The work must be defensible, well-documented, and grounded in accepted methodologies because it will be scrutinized by opposing counsel, judges, or arbitrators.
You will commonly see litigation support valuation relied upon during:
- Shareholder disputes and minority oppression claims
- Divorce and marital dissolution
- Breach of contract claims
- Bankruptcy proceedings
- Tax matters, including estate and gift tax disputes
A credible valuation expert brings more than the valuation itself. They bring clear methodology, relevant precedent, and the ability to explain complex financial concepts to non-financial audiences.
Valuation advisory is the independent determination of the fair value of a business, asset, or equity interest, prepared by qualified professionals using accepted methodologies. The work is grounded in detailed financial analysis, industry benchmarks, and market evidence.
It supports a wide range of decisions: M&A transactions, financial reporting (including ASC 805 purchase price allocations and ASC 350 goodwill impairment testing), tax planning such as gift and estate tax matters, ESOPs and other employee ownership transactions, fairness opinions, and litigation. A credible valuation gives boards, owners, and investors the confidence to act, and it stands up to review by auditors, regulators, counterparties, and courts.