Schmidt Associates experts have performed valuations on hundreds of businesses. Our valuations have included businesses from a wide range of industries and at all stages of development. Because of our proximity to Silicon Valley, we have special, deep knowledge of start-up and venture-backed companies in biotech, software/Internet, wireless, and high-tech and emerging industries.
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Our valuations conform with best practices in the valuation community, and our experts have the proper credentials to adhere to those standards. While our experts can value nearly any business to meet your needs, we have researched and actively contributed to improving methodologies in several areas:
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Find out more about business valuations.
Valuing common and preferred stock
The IRS requires privately held companies to value common stock and options issued as compensation. Under IRC 409(A), companies need not only an estimate of what its enterprise is worth at a given time, but also how that value should be allocated to different classes of stock. We have done this for hundreds of companies across a wide-spectrum of situations. We have seen just about any ownership arrangement imaginable, and we also have the accumulated experience to figure out new ones.
Schmidt Associates has a strategic partnership with a premier business valuation firm, Enterprise Valuations. For more information on our 409(A) valuations, please go to our partner site, enterprisevaluations.com.
Valuing businesses or private equity holdings for estate tax purposes
The famous saying is that the only certainties in life are death and taxes. Unfortunately, they also can happen at the same time in the case of estate taxes. Our experts are experienced in valuing difficult-to-value interests, including family businesses, or holdings of preferred stock, common stock, options, or other complex ownership interests in privately held companies. Our experts have experience testifying in Tax Court to defend their valuations.
Valuing intangible assets:
Our experts have performed purchase price allocations under SFAS 141(R) accounting rules. We also have experience in valuing certain intangible assets, including patents and other forms of intellectual property.