Valuations

Northside Advisors has broad industry knowledge and transaction advisory experience to assist companies in technology, software, media and other rapidly changing markets. Our clients depend on us for high quality valuation services at reasonable cost.

Our valuation professionals have impressive qualifications with significant valuation, accounting, transaction, and executive operating management experience. Our valuation reports consistently withstand thorough scrutiny by auditors and reporting agencies.

Please contact us to learn more about how Northside Advisors’ experienced team can help you achieve your valuation needs.

Option Valuations

IRC 409A: Since January 1 2005, The IRS requires private companies to use AICPA-approved methods to value their employee stock options in order to avoid potentially ruinous penalties.

SFAS 123R: Starting December 15 2005, private companies must account for the cost of their stock option plans, incorporating complex assumptions about volatility, forfeiture rates and terms.

Northside Advisors’ team of valuation experts will help you navigate these requirements safely.

Asset Impairment and Valuation Testing

SFAS 141R: Companies need to allocate the consideration paid for an acquisition among discrete assets, including tangible assets, in-process R&D, customers, employees and goodwill.

SFAS 142: The value of intangibles and goodwill must be reassessed on an annual basis and any decrease must be reflected in an impairment charge.

SFAS 144: Decreases in the value of long-lived assets must likewise be recognized if they cannot be recovered over the life of the assets.

SFAS 157: Companies need to use this new fair value measurements guidance when there is an impairment and assets need to be re-measured at fair value under step 2 of an impairment analysis.

The professionals at Northside Advisors understand the complexity and dynamic nature of the intangible assets used in the industry.

Fairness Opinions

Fairness opinions help protect investors, directors, trustees and management by providing an unbiased evaluation of all aspects of a pending transaction. This includes consideration received by different shareholders, including consulting agreements and non-compete payments. A fairness opinion report also needs to take into account actual and potential competing offers.

Our extensive experience as M&A advisors, coupled with our deep expertise in valuing companies and their underlying securities, makes us ideal for assisting in even the most challenging situations.

Whether you are looking at a concurrent merger and tender offer, a spin-off, an affiliate transaction or insider transaction, or a transaction with competing offers, the experts at Northside Advisors understand the needs of fast-growing technology companies. Contact us for comprehensive fairness opinions that can help you make informed decisions.