Business Valuation & Litigation Services

“What is it worth?” If you own or operate a private business, the valuation question will be one of the most difficult and essential questions you’ll ever ask. Valuation is at the heart of every purchase and sale negotiation. It drives the tax consequences of gifts and inheritances. It can be the subject of disagreement and controversy. Valuation can affect financial statements, compensation, retirement plans, buy-outs, buy-ins, and a long list of other circumstances.

Frazee Ivy Davis values corporate and partnership interests, business units, intangible assets, non-traded securities, and similar financial positions. We do our valuation work in accordance with the Uniform Standards of Professional Appraisal Practice and the professional valuation standards of the American Society of Appraisers and the American Institute of Certified Public Accountants. We are committed to excellence and will inform you with clear and useful valuation guidance. Our experience comes from hundreds of valuation assignments in dozens of industries and market sectors and across the spectrum of business complexity.

Credentials and training matter. Our valuation and litigation practice leader is Alex Ivy, who is a uniquely specialized CPA. Alex also holds Chartered Financial Analyst (CFA^®), Accredited Senior Appraiser (ASA), and Accredited in Business Valuation (ABV) credentials. These are recognized as the most rigorous courses of study available in securities analysis, financial investigation, private business valuation, and financial planning.

Frazee Ivy Davis has integrated the tools of a CPA firm with clear expertise and credibility to cater to the specific needs of business valuation and litigated controversies. We offer independent and objective assistance to clients who need valuation services, expert testimony, or more limited calculations and analyses to inform the parties to plans, deals, and disputes.

Independent Valuation Opinions

• Discounts and premiums
• Estate, gift, and income tax compliance
• S elections and corporate structuring
• Family Limited Partnership interests
• Equity-linked compensation
• Fairness opinions
• Owner controversies and litigation
• Trust, fiduciary, or insider transactions
• Employee Stock Ownership Plans
  • Annual appraisals
  • Suitability analysis
  • Buy-backs
  • Leveraged projections
  • Fairness opinions

Litigation Support and Expert Testimony

• Shareholder fairness and dissent
• Divorce
• Damages and lost profit studies
• Bankruptcy and distress studies
• Expert witness services
• Financial investigation consulting
• Settlement and mediation conferences
• Discovery and cross-examination consulting

Contact the leader of our business valuation and litigation services team:

• Alex Ivy