Our technology CFO background is unique among business valuation practitioners.  We have deep experience on both sides of valuation engagements and understand your company’s objectives and project schedule.  We are skilled at modeling complex capital structures, evaluating financial derivatives, working with company management, and supporting our opinions with external auditors.  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. 

While each requirement is unique, the following are common situations where a business valuation might be necessary to support regulatory requirements or may be advisable:

• Stock Option Pricing and Reporting in Accordance with IRC Section 409A and ASC 718

• Valuation of Intangible Assets and Derivative Liabilities

• Accounting for Business Combinations in Accordance with ASC 805

• Acquiring or Selling a Business

• Estate and Gift Tax Requirements

• Bankruptcy and other Insolvency Requirements

• Shareholder Disputes

• Employee Stock Ownership Plan (ESOP) Valuations

• S Corp to C Corp Conversions

• Valuation of Family Limited Partnership (FLP) Interests

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