When is a valuation needed?

• A business owner may have his shares valued for tax purposes.
• Under SFAS No. 141, companies making acquisitions may need to have intangible assets valued for a purchase price allocation.
• Under SFAS No. 142, companies may need an appraisal to test for goodwill impairment.
• Companies issuing employee stock options may need an opinion of fair market value for the purpose of pricing the options.
• A recipient of venture financing may want the common stock valued relative to the investors’ preferred stock.
• An employee stock option plan (ESOP) needs an annual appraisal of the stock.
• An owner thinking of selling his business may want an opinion of sale value.
• Partners in a business may want a third party’s opinion of value.
• Companies issuing securities such as warrants, preferred stock or unregistered stock may require an opinion of the security’s value.

What kinds of companies has Orchard Partners valued?

Orchard has valued companies in a variety of industries at different stages of development. Among technology companies, Orchard has provided valuation opinions to Internet companies, software firms, and manufacturers of computer and networking devices. Orchard’s experience with professional services firms includes companies specializing in IT services, compensation consulting and training. Orchard has valued distributors, manufacturers, and publishers.

Some of these companies are development stage entities, while others are mature, publicly traded enterprises. These companies rely on Orchard Partners for a professionally prepared opinion that will withstand the scrutiny of professional investors, attorneys and accountants, the Securities and Exchange Commission, and the Internal Revenue Service.

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