Developing a Company's
Company Valuation Report
We do Fair Market Value (FMV) opinions to determine the value of the enterprise, common
or preferred stock, or incentive stock options (ISO). Our reports comply
with IRS Rule 409A Standards. We have also been qualified as an expert
court witness with regard to corporate valuation.
Every Valuation Report is
different. Each project calls for a unique set of tools
based on the special circumstances, and what the client is
attempting to accomplish. For example a Fair Market
Value (FMV) constitutes an objective third-party valuation suitable for
tax or SEC requirements. However, sometimes clients
wish to find a forward-looking rationale to justify a high
valuation in dealing with acquisition partners or investors.
In the latter case, we seek to "connect the dots" to
articulate a compelling and credible logic to justify
maximum valuation on our client's behalf.
Our purpose is to solve
problems, and to use watertight logic to delivering a
convincing case for the designed purpose. In addition
to the generally accepted valuation standards, we have
raised the bar by developing proprietary valuation tools, only
used by the Harvard Capital Group. Unlike our
competitors, we do not use a standard cookie-cutter template
for each project; to do so, ignores the special
circumstances that invariably surround each situation. Our valuation tools
are compelling and powerful.
To give an idea of our
quality, below are sample excerpts from a (identity-disguised)
incentive stock option
(ISO) Valuation Report we did recently, pursuant to IRS Rule
409A. Again, every project has distinct needs
regarding the "burden of proof" and no two books are alike.
As an added benefit, we have found
that our Valuation Reports often have sufficient robustness that they
provide a solid foundation upon which to subsequently build a
full-fledged business plan, or recycle sections into SEC registration