Cole & Partners' business valuation opinions are based on transaction experience and data, interviews with senior industry executives, industry trends, the competitive and market environment, extensive research, analysis of business specific data, and frequently, the retention of industry consultants. All Cole & Partners' valuation opinions reflect an integrated approach of sound business judgment, a balancing of market and transaction data; and industry trends at the valuation date, utilizing the entire breadth of the firm's experience and expertise.
Business and Securities Valuation
Our valuations practice encompasses businesses, securities, IP and other intangibles for a diversity of purposes. Cole & Partners are recognized experts in this area, having written and lectured widely on the subject for the legal profession for many years.
Areas of Focus
- Income tax planning and compliance
- Financial reporting, including
- Purchase price allocation (PPA) and annual impairment testing (AIT)
- Investment valuation for fund reporting purposes
- Shareholder/partner relations including buyouts, succession arrangements, employee and management compensation programs
- Corporate financial transactions, including: going private, acquisitions, sales and financings
- Disputes and dissent – including fair value assessment
- Fairness opinions
Key Contacts:
Stephen R. Cole
TEL (416) 364 9701
FAX (416) 364 2904
scole@coleandpartners.com
Alan Lee
TEL (416) 361 2571
FAX (416) 364 2904
alee@coleandpartners.com
Intellectual Property Valuation
Our Intellectual Property valuation experience includes the valuation of a wide variety of patents, trademarks, brands, trade names, technology and other intangibles for various purposes and the determination of royalties. Cole & Partners are recognized experts in this area, having written and lectured widely on the subject for the legal profession for many years.
Key Contacts:
A. Scott Davidson
TEL (416) 364 9719
FAX (416) 364 2904
sdavidson@coleandpartners.com
Andrew C. Harington
TEL (416) 364 9790
FAX (416) 364 2904
aharington@coleandpartners.com