Independent Valuations for Tax, Financial Reporting, M&A, and Complex Transactions
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, pharmaceuticals 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.
Libra Value Partners is trusted by attorneys, CPAs, business owners, family offices, and management teams for independent valuation analyses. Schedule a confidential consultation to discuss your valuation, transaction, tax, or financial reporting needs.
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
Transaction Advisory 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
IRC 409A
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
Complex valuation matters
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
IRC 409A
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.”
Let's Chat.
Why Libra Value Partners
Independent and defensible valuation analyses
Experience across tax, financial reporting, and litigation matters
Expertise in complex securities and structured interests
Senior-level attention on every engagement
Experience supporting attorneys, auditors, and management teams
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.