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Valuation Advisory Services

Valuation Advisory Services specializes in delivering clear and comprehensible solutions to complex issues. Whether you need assistance with mergers and acquisitions, estate and gift tax planning, corporate financial planning, financial reporting, tax compliance, or litigation, our team of analysts is here to help. From small-scale concerns to intricate challenges, our Valuation Advisory Practice provides the necessary answers, allowing you to focus on what truly matters.

How Citrin Cooperman Can Help

Utilizing a unique, multi-disciplinary approach and versatile skill set, we create reports that withstand intense scrutiny from the IRS, auditors, judges, and opposing counsel. Frequently called to testify as expert witnesses nationwide, the team provides defensible and reliable analyses for purchase price allocations (ASC 805), valuations meeting IRS Adequate Disclosure Requirements, and litigation-worthy valuations.

Music Economics and Valuation Services

The Music Economics and Valuation Services group at Citrin Cooperman provides financial and strategic consulting to the music industry. Our rigorous analytics, industry expertise, and enduring client relationships consistently translate into real value for our clients.

Music Economics and Valuation Services

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Portfolio Valuations

The Murray Devine Team at Citrin Cooperman has long been the "go to" valuation service provider for firms holding illiquid investments. Our practice has broadened to include valuations for financial reporting, periodic reporting to investment committees, lenders, and limited partners, and establishing offering prices for structured products by investment banks. Since 1989, we have built a reputation for delivering reliable and accurate valuations.

Litigation

Employing a unique, multi-disciplinary approach and versatile skill set, we create defensible reports that withstand scrutiny from the IRS, auditors, judges, and opposing counsel. With a strong litigation background, we are frequently called to testify as expert witnesses across the United States. Whether for purchase price allocations (ASC 805), IRS-compliant valuations, or litigation-worthy valuations, we provide reliable analyses.

We conduct valuations for:

• Operating businesses
• Purchase price allocations and related intangibles
• Early-stage companies
• Common and preferred stock, options, warrants, rights, and other derivatives
• Carried interests, profit interests, SARs, RSUs, and phantom stock
• General and limited partnership interests
• Intellectual property, including patents, copyrights, and trade names/marks/secrets
• Intangible assets such as contracts, customer relationships, core technologies, software, and non-compete agreements
• Royalty assets, including rights and licenses, music catalogs
• Debt instruments such as fixed income, hybrids, and convertible debt
• Professional licenses and degrees

In addition to independent valuations for corporate planning and restructuring, we provide valuations for litigation, compliance, and consulting purposes.

Litigation

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Additional Valuation Services

Our services include the following:

• Economic damages
• Intellectual property
• Shareholder disputes
• Cryptocurrency and digital asset investigation
• Fraud investigations
• Insurance claim analysis
• Forensic accounting
• Divorce and family disputes
• White collar criminal tax defense

Expertise You Can Count On

With over 25 years of experience in significant litigation matters, Citrin Cooperman has built strong relationships with top law firms. Our clients benefit from valuable insights gained through close collaboration with counsel and a deep understanding of the courtroom. We create a comprehensive work plan to ensure engagements are completed on time, within budget, and aligned with your objectives. Our team includes a distinguished group of professionals: Certified Public Accountants (CPAs), Certified Fraud Examiners (CFEs), Certified Insolvency & Restructuring Advisors (CIRAs), experts in Distressed Business Valuation (CDBV), Certified Turnaround Professionals (CTAs), and those with certifications from the American Institute of CPAs, including Accredited in Business Valuations (ABVs) and Certified in Financial Forensics (CFFs). We also have Chartered Financial Analysts (CFAs), Accredited Senior Appraisers (ASAs), Certified Valuation Analysts (CVAs), and attorneys.

Expertise You Can Count On

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Contact Us Today

If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.