New Value Llc Information

For over 20 years, we have helped management teams and owners resolve the most challenging valuation issues related to fair value financial reporting, tax reporting, employee stock incentive plans, succession planning, estate planning, shareholder/partner agreements and disputes. We have valued the private equity, intangible assets, intellectual property, options and warrants of several hundred private and public companies for purposes such as:Employee stock options, warrants, restricted stock for IRC §409A and SFAS 123(R) complianceEstate and Gift tax planning and compliancePurchase price allocations, valuation of intangible assets and intellectual property for compliance with FAS141R (ASC 805 Business Combinations), IRC 197 and 338(h)(10)Restricted stock and Convertible preferred stock for IRC §83(b) electionsIntellectual property transfer pricing studies and licensing agreementsGoodwill and intangible asset impairment testing for compliance with FAS 142 (ASC 350)Impairment or disposal of Long-Lived Assets (FAS 144 (ASC 360)Venture capital funds and private equity investment portfolios to satisfy requirements of FAS 157, FAS 159, PEIGG Valuation GuidelinesEmployee stock options and restricted stock under FAS 123R and IRC 409ATroubled debt restructuring and embedded options related to FAS 15 and FAS 133 reporting requirementsFair value reporting for debtors in reorganization and Fresh Start Accounting under AICPA SOP 90-7Non-compete agreements for tax reporting under Internal Revenue Code ("IRC") §280(g)Restructured debt and debt for equity swaps (SFAS 15 and SFAS 115)Financial instruments and complex debt instruments (SFAS 133 and SFAS 159)Reorganization and restructuring (SOP 90-7, Bankruptcy Code sections 362, 363, 364, 506, 546-547, 1111(b)(2), 1129(a)(7)Commercial damages and dispute resolutionCall 215-850-1403Advisory Services