VALUATION AND OPINION SERVICES

In every business transaction, you strive to achieve the strongest financial posture possible. To meet this objective, you need to obtain independently derived and supportable assessments of value -- before you negotiate terms. CAPITAL SECURITIES' investment banking professionals deal with securities of closely-held companies on a regular basis. We offer business valuations designed to provide you with the information necessary to meet your goals. Whether your company is public or private, widely or closely-held, we can determine the value of your company's common and preferred equity, its stock options or warrants, and its intangible assets for various purposes including:

  • Business purchase and sales

  • Mergers, acquisitions or restructuring
  • Corporate planning, reorganization and recapitalization
  • Employee Stock Ownership Plans and other contributions to employee benefit plans governed by  ERISA
    Stock option plans
  • Litigation support (divorce & dissenting shareholders)
  • Income, gift and estate taxes
  • Buy/sell agreements
  • Intangible assets (I.R.S. §482 studies & purchase price allocations)

As investment banking professionals, we provide fully documented appraisal of fractional or whole business interests in businesses or individual assets. Owners, executives, investors and consultants use our valuations in making strategic decisions based on objectives and available options.

Call CAPITAL SECURITIES at 1-800-553-6700 for details.

Investment Banking