Understanding the true value of your enterprise is essential, and is often required to satisfy financial reporting requirements, facilitate compliance with tax regulations, support the purchase or sale of a business, or strengthen litigation positions.

Each Monta Vista valuation is prepared in accordance with the Professional Standards of the National Association of Certified Valuation Analysts (NACVA) and additional standards as required for each situation.  With our industry CFO background, we bring a unique perspective to valuations and extensive experience in modeling complex capital structures and working with company management and external auditors.

While each requirement is unique, the following are common situations where our business valuation services may be advisable:

• Stock Option Pricing and Reporting in Accordance with IRC Section 409A and FAS 123R • Valuing Intangible Assets and Derivatives • Buying or Selling a Business • Bankruptcy and other Insolvency Requirements • Expert Testimony • Shareholder Disputes • Employee Stock Ownership Plan (ESOP) Valuations • Estate and Gift Tax Requirements • S Corp to C Corp Conversions