Post on 16-Apr-2017
C. 818.455.2771 23801 Calabasas Road Suite 2032 F. 818.591.9284 Calabasas, CA 91302 aochoa@svgvalue.com
Firm Overview
SVG is a full service independent valuation firm, specializing in financial and real property valuations, opinions, and related advisory services
We deliver high quality service and the expertise of larger national and international firms, with the tailored, personal touch of a boutique valuation firm
Our professionals have a combined experience of over 60 years providing expert valuation services across a broad spectrum of industries
We are highly experienced in defending our valuation opinions to regulatory authorities and audit firms’ internal valuation specialists, as well as providing expert testimony
Our Expertise
We specialize and have dedicated leaders and staff in both financial and real property valuations
Our services are characterized by intellectual and analytical rigor and our conclusions are supported by thorough documentation
We have an in-depth understanding of current regulations and best practices and we employ state-of-the-art techniques and methodologies
Our experts have successfully provided expert testimony and represented our clients in the California Superior Court, Federal District Court, U.S. Bankruptcy Court, IRS, and the Department of Labor
Our Services
We specialize in providing thoughtful and thorough valuation solutions for a wide variety of purposes, including:
Estate Planning and Tax
Wealth Transfer & Estate Tax Planning; Closely-held Businesses; Family Limited Partnerships; Limited Liability
Companies; Fractional Interests in Real Property; C to S Conversions (§1374); Stock Options & Deferred Compensation
(§409A); IP Donations & Charitable Contributions of Stock (§170); Determination of Basis; Tax Restructurings &
Reorganizations (§368); Goodwill & Asset Allocation to Legal Entities; Joint Venture Formation; Net Operating Loss
Limitation & Built-in Gains (§382)
Financial Reporting
Purchase Price Allocation (ASC 805); Goodwill & Intangible Asset Impairment (ASC 350); Long-lived Asset Impairment
(ASC 360); Contingent Assets & Liabilities (ASC 805 & 820); Share Based Compensation (ASC 718); Fair Value of
Financial Instruments & Embedded Derivatives (ASC 815 & 820); Fresh Start Accounting; Portfolio Valuations (ASC
820)
Employee Stock Ownership Plans (ESOPs)
Fairness & Solvency Opinions; Initial Valuation of Sponsor Company Stock; Annual Update of ESOP Valuation
Litigation Support
Business Valuations; Shareholder Disputes; Marital Dissolutions; Bankruptcy Litigation; Solvency Analysis; Economic
Damages; Intellectual Property Disputes; Eminent Domain
Transaction Advisory
Fairness & Solvency Opinions; Financings & Recapitalizations; Transaction Consideration Valuations; Preliminary
Purchase Price Accounting; Financial Modeling
Real Estate
Estate & Tax Planning; Commercial Properties, including Retail Space, Hospitality, Office, Multi-Family, R&D/Industrial,
and Special Purpose Properties; Fractional Interest Discounts; Property Tax Reassessment; Financial Reporting;
Residential Properties, including Single & Multi-Family, Executive Homes & Mansions, Townhomes & Condominiums,
Mobile Units, and Residential Lots; Specialized Consulting Services