Valuation Services

Blackman Kallick is experienced at providing valuations for the following needs:

Transactional

  • Sales
  • Acquisitions
  • Mergers
  • Buy/sell agreements
  • Fairness and solvency opinions

Tax Compliance and Family Wealth Planning

  • Estate and gift tax compliance
  • Family limited partnerships and limited liability companies
  • Discounts, including minority interest, marketability and blockage
  • Restricted stock
  • Corporate restructurings and related tax planning
  • C to S conversions

Bankruptcy, Restructuring and Reorganization

  • Plans of reorganization
  • Fraudulent conveyance issues
  • Fresh-start accounting
  • Corporate recapitalizations
  • Debt forgiveness

Financial Statement Reporting Compliance

  • Purchase price allocations for financial reporting and tax compliance
  • Impairment studies on goodwill and other intangible assets
  • Intangible assets, intellectual property or securities for financial reporting compliance
  • Fair value of reporting units

Intangible Assets

  • Intellectual property
  • Trademark valuation
  • In-process R&D and other intangible asset valuations

Other Valuation Services

  • Stock repurchase or issuance programs
  • Valuations for bank financing
  • Warrants and stock options
  • ESOP

Learn More

To learn more about Blackman Kallick's Valuation Services, please contact:

Patrick McNally, Partner, pmcnally@BlackmanKallick.com, 312-980-2934


This publication is part of Blackman Kallick’s marketing of professional services, and is not written tax advice directed at the specific facts and circumstances of any person and/or entity. Contents of this publication are of a general nature, and you should not act on this information without obtaining professional advice from your business advisor that is appropriately tailored to your individual needs and circumstances. This written advice is not intended or written to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.