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Fairness Opinions & Valuations

PB&W provides fairness opinions and corporate valuations. Our valuations and opinions are submitted to owners, senior managers, boards of directors and to committees of the boards in oral and written form. Fairness opinions and valuations are often needed or required in the following situations:

  • Sale or merger;
  • Purchase of another significant company;
  • Buyout of a majority shareholder;
  • Leveraged buyout of a company by management or a third party;
  • Going-private transaction;
  • Formation of a large ESOP;
  • Any type of transaction that gives rise to a potential question of judgment by management, the board of directors or certain shareholders. and
  • Valuations for estate planning, tax and divorce settlement purposes
  • LLCs and Family Limited Partnerships
  • Minority interests

PB&W has the expertise to determine the fair market value of the entity that is being bought or sold, and to evaluate the terms of the transaction from an independent point of view. We use standard valuation methodology to evaluate the subject company. Such methodologies include Market, Transaction, Asset and Income Approaches.

We study the effects of the proposed transaction on employees, customers, suppliers and lenders before an opinion is rendered. For more information regarding our Fairness Opinion & Valuation services, please contact one of our Directors.