Spectrum of Services

409A Stock Valuations Built-in Gain Valuation for S-Elections Transfer Pricing Mergers, Recapitalizations and Spin-Offs Purchase Price Allocations and Non-Compete Valuation Estate, Gifting and Charitable Donations

MFA’ professionals approach valuation services with experience that encompasses a full range of business issues, including critical tax considerations. 

Comprehensive approach. Tight regulation and increasing complexity in the tax code demands that we approach the intertwined areas of valuation and tax as a parallel process.  As transactions are considered or tax filings are made, our professionals can help guide you through the cross-disciplinary nature of valuation and tax matters.  This enables us to understand the peripheral impact of our valuation work, minimize our clients’ costs and efficiently deliver results.

Understanding tax implications. MFA’s professionals emphasize a business-minded approach to valuation services, considering not only the tasks at hand but the tax circumstances that surround them.  That means the planning and strategic aspects of the exercise are inherent pieces of the puzzle, adding greater overall value to the process.

MFA’s valuation team has significant experience preparing valuation reports for tax purposes and works in close concert with our tax professionals.  Further, in certain circumstances our valuation professionals encounter and address GAAP issues that are affected by our work.

Combination of unique skill sets