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Libra Value Partners Business Valuation

 

Accurate Valuation and Informed Decisions

Libra Value Partners is a business valuation firm providing expert financial advisory services to publicly traded firms and privately held companies across all stages of developments. Our team of experienced professionals delivers independent, objective, and defensible valuations that empower clients to make informed decisions relating to tax, financial reporting, estate planning, and transaction planning and mergers & acquisitions.

We have expertise in technology, pharmaceutical and drug assets, financial services, manufacturing, aerospace, media and entertainment, and more. We strive for personalized service and timely delivery for our clients, while providing advanced analytics and depth of knowledge.

Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to enquire whether our services are right for you.

 

Contact

➤ LOCATION

Los Angeles

Orange County

San Diego

San Francisco


☎ CONTACT

glin@libravaluepartners.com
(626) 376-5544

15 Enterprise, Suite 250

Aliso Viejo, CA 92656

 

Valuation Expertise


business strategy/planning and mergers & acquisitions

Pre-deal planning, preparing and assessing bids, post-deal valuation, and assessing the pricing of a target before a transaction.

  • Mergers & Acquisitions

  • Asset Purchase

  • Joint Venture

  • Shareholder-related Matters


tax reporting

Independent appraisal of a company's fair market value (FMV) of its common stock or business enterprise value for stock compensation (409A) or for LLC to C conversion and other situations.  

  • Avoid IRS Penalties

  • Grant Options

  • Mitigating Overvaluation Risk


estate planning and gifting

An accurate valuation can help ensure that assets are distributed fairly among heirs and that the wishes of the deceased are carried out. 

  • Meeting IRS Requirements

  • Minimizing Tax Consequences

  • Avoiding Disputes 

  • Minority, Non-marketable Discounts for Shares in Companies or Structured Interests such as Preferred Shares, Options/Warrants or Carried Interests


special situation

Any special situation that requires advisory from us.

  • Financial Modeling and Forecasting

  • Transfer Pricing

  • Strategic Advisory

  • Mitigating Overvaluation Risk

  • Complex Securities


financial reporting

It's an important step in ensuring that financial statements are accurate and fair for shareholders, creditors, and other interested parties. 

  • Business Combination - ASC 805

  • Impairment Test of Goodwill and Intangible Assets - ASC 350

  • Fair Value - ASC 820

  • Incremental Borrowing Rate (IBR) - ASC 842


Intellectual property/intangible assets valuation

Intangible asset (IP) valuation is the process of determining the value of a company's non-physical assets.

  • Technology IP/Drug Assets

  • Trade Name/Trade Mark

  • Customer Relationship

  • Workforce

  • Goodwill

 
 

 
 
The value of any investment is, and always must be, a function of the price you pay for it.
— Benjamin Graham
 
 

 
 
 

Let's Chat.

Use the form below to contact us regarding your legal enquiry. Please be as detailed as possible. Include your industry along with any specific document requests. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.