Uni’s professionals are uniquely qualified to determine the value of private companies, closely held business interests, limited partnership interests, intellectual property and other intangible assets.

Generally, anytime the value of a business or business interest is in question, our valuation experts can help. Broadly categorized, valuations can be provided in the following situations:

Transactions – Uni’s valuation experts have extensive experience where the value of a business or business interest becomes a matter of concern:

• Sale or purchase transactions
• Internal transfer of assets or divisions
• Recapitalizations
• Royalty rate studies
• ESOP planning
• ESOP implementation

Tax Planning – Uni works directly with CPA’s and tax attorneys to support various strategies:

• Estate and gift tax planning
• Family limited partnerships (FLP)
• Capital Gains Tax
• Donations and charitable trusts
• Valuation discount studies

Advisory Services – On many occasions where a formal valuation report is unnecessary or premature, Uni can provide advice related to:

• Preliminary Estimates of Value
• Expert testimony/legal support
• Buy/sell agreements provisions
• Dissenting minority shareholders
• Marital dissolution settings