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Private Equity Valuation

The private equity industry continues to garner significant scrutiny. Stakeholders are reevaluating, reshaping and more tightly regulating the industry. More and more investors are relying on valuations of private equity investments to ensure they are reported at “fair value.” With growing scrutiny and the desire to make sound economic decisions, it is critical to have a trusted source to turn to for your valuation needs.

CBIZ is a leading provider of valuation services to the private equity industry. Our clients are confident in our intrinsic understanding of their businesses and the specific issues they face. We offer valuation services at various levels, from fund monitoring to transaction pricing and support to accounting and tax compliance.

Solutions

  • Fund Level:  Fair value determinations of portfolios for compliance, fundraising and monitoring

  • Deal Level:  Fairness opinions, management share repurchase agreements, company unwindings, restructurings, follow-on equity financings, exchange offers/debt conversions, dividend recapitalizations/ solvency opinions, etc.

  • Portfolio Company Compliance Level:  Purchase price allocations and goodwill studies (ASC 805/350/360), valuation of derivative securities (ASC 815), tax compliance, stock options (ASC 718), Sub-S conversions, fresh start accounting, cheap stock matters, etc.

  • Personal/Director Level: Trust/estate, 83(b) elections, litigation support and valuation services

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