Fairness Opinions & Valuation

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
  • Minority interests
  • Any type of transaction that gives rise to a potential question of judgment by management, the board of directors or certain shareholders
  • Valuations for employee/ management incentive and option plans
  • Valuations for estate planning, tax and settlement purposes
  • LLCs and Family Limited Partnerships

PB&W has the expertise to determine the fair value or fair market value of the entity that is being bought or sold, and to evaluate the terms of a transaction from an independent point of view. We use standard valuation methodology to evaluate the subject company to include Income, Market, Transaction and Asset Approaches. Our professionals are members of the American Society of Appraisers and PB&W follows the Standards and Practices established by the ASA and USPAP.