Emory & Co. provides valuation services for closely held companies, partnerships, estates, and trusts throughout the United States. We have a proven long term client track record. Emory specializes in complex valuations for a broad range of purposes including:
• Mergers & acquisitions
• Buy/sell agreements
• Estate planning
• Gifts
• ESOPs
• Corporate planning
• Divorce
Our professionals have published numerous articles and original research on business valuation topics and have presented material at national valuation conferences. Emory & Co. is a recognized national authority on discounts for lack of marketability, and have published a series of widely used studies quantifying price discounts related to initial public offerings (IPOs). We prepare individualized, detailed reports written in accordance with the Business Valuation Standards of the American Society of Appraisers (ASA) and with the Uniform Standards of Professional Appraisal Practice (USPAP).
Emory & Co. professionals have completed more than 1,500 valuation projects in the past 45 years. Types of securities and business entities valued include:
• Common stock, Voting/Nonvoting
• Preferred Stock
• Partnership Interests
• Trust Certificates
• Sole Proprietorships
• S Corporations
• C Corporations
• Limited Partnerships
• “Family” Limited Partnerships
• General Partnerships
• Limited Liability Companies
Emory & Co. has developed valuations for the following specific purposes:
• Gifts, Estate, & Income Tax
• Goodwill Impairment Testing
• Corporate Planning
• Mediation
• Buy/Sell Agreements
• Employee Stock Purchase Plans
• Employee Stock Ownership Plans
• Purchase or Sale of Businesses
• Recapitalizations
• Fairness Options
• Solvency Opinions
• Tender Offers
• Family Buy-Outs
• Blockage Discounts
• Dividend Reinvestment Plans
• Divorce Settlements
• Estate Planning
• Mergers & Acquisitions
• Going Public
• Going Private
• Dissenters’ Rights
• Squeeze Outs
• Reverse Stock Splits
• Spin-offs
• Insurance Settlements
• Fiduciary Obligation Lawsuits
• Stock Options
• Damages
• Pre-and Post-Nuptial Agreements
• Fair Value Determination
• Restricted Stock
• Litigation/Arbitration
Emory & Co. has provided valuation services for companies in a wide range of industries, including:
• Food & Beverage
• Metal Stamping
• Forging
• Consumer Products
• Electrical Contractors
• Machined Part Manufacturers
• Parts Distributors
• Pharmaceuticals
• Recreational Equipment
• Paper
• Railroads
• Plumbing Ware
• Aerospace
• Healthcare
• Utilities
• Construction
• Lumber Mills
• Services
• Manufacturing
• Transportation
• Distribution
• Staffing
• High Technology
• Computer Software
• Real Estate Development
• Electronics
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