Scale Finance offers professional business valuation services to private companies seeking an independent formal or less formal assessment of the value of their business. Frequently, our valuations are required for tax or regulatory purposes and must meet explicit, published standards (e.g. 409A, other Internal Revenue Service requirements). Sometimes, our work is for the benefit of management teams and boards of directors who are simply seeking an outside consultative perspective on value and what drives it.
In all cases, we apply a professional, independent, and fact-based approach including the application of proven, rigorous analytical methodologies and our highly experienced judgment in the assessment of value.
As required on many projects, our analysis, opinions, and conclusions are developed, and our reports are prepared, in conformity with the Statement on Standards for Valuation Services issued by the AICPA.
Valuation services applications often include:
- 409A—stock options, deferred compensation
- Tax gifting purposes
- Support of sale or purchase transactions
- Fairness Opinions
- FAS 141 Intangible Assets
- ESOP creation or other kinds of employee incentive stock options issues
- Private equity group considerations
- Litigation support.
We look forward to providing a no-cost consultation and proposal for completing your required valuation work on time and at low cost.
