Valuation

The valuation professionals at RubinBrown are specialists that focus on the valuation of public and private businesses and business interests as well as intangible assets.

We provide valuation services to public companies in the following areas:

• The identification and valuation of intangible assets acquired in a business combination, per Financial Accounting Standard Board's (FASB) ASC 805 - Business Combinations
• The determination of the fair value of goodwill, to test for potential impairment under ASC 350 - Goodwill and Other Intangible Assets

We provide valuation services to privately held companies, including the valuation of businesses and business interests, in the following areas:

• IRS compliance, including estate planning purposes - to determine the fair market value of business interests that are the subject of gift transfer or estate tax filings and nonqualified deferred compensation plans covered under IRS Code Section 409A
• Employee Stock Ownership Plans (ESOPs) - to comply with U.S. Treasury, Securities, and Department of Labor laws
• Mergers and acquisitions - to provide an unbiased expert opinion in assessing the proposed purchase or sale of a business
• Litigation support - to provide expert testimony for litigation purposes, including shareholder disputes, and other matters where business value is at issue

To every engagement, our valuation experts bring a deep understanding of valuation techniques and thorough documentation designed to withstand regulatory scrutiny.

We have compiled online resources that may be helpful to you or your business. You may wish to bookmark this page for future reference.

	CFA Institute CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations. We promote the highest ethical standards and offer a range of educational opportunities online and around the world.
	American Society of Appraisers The American Society of Appraisers is an organization of appraisal professionals and others interested in the appraisal profession. International in structure, it is self-supporting and independent. The oldest and only major appraisal organization representing all of the disciplines of appraisal specialists, the society originated in 1936 and incorporated in 1952..
	Shannon Pratt Valuations As a recognized profession leader, Shannon Pratt Valuations aims to use its members' substantial valuation experience to support our clients with the highest quality, independent valuation services available.
	BVMarketData BVMarketData.com(sm) houses SEVEN searchable databases that record detailed information on the sales of "Main Street" companies, middle market privately held companies, middle market publicly traded companies, control premiums, implied minority discounts, and discounts for lack of marketability.
	Business Valuation Resources, LLC Business valuation resources offers Pratt’s Stats, the Business Valuation Update newsletter, information on private and public company acquisitions, control premiums, implied minority discounts, discounts for lack of marketability, business valuation legal cases, an economic outlook, industry profiles, and comparative financial data by SIC code.
	National Association of Certified Valuation Analysts The National Association of Certified Valuation Analysts supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention.
	Hoover's Hoover's online offers company information with detailed business reports and industry profiles.
	American Institute of Certified Public Accountants The AICPA is an organization dedicated to providing its members with resources, information and leadership that enable CPAs to provide services. The AICPA holds conferences and provides professional resources for CPAs.

To learn more about RubinBrown’s Valuation Services please contact:

Dale Lash, CFA
Partner
303.952.1261
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Michael T. Lewis, CFA
Partner
314.290.3397
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Todd Pleimann, CPA
Kansas City Managing Partner
913.499.4411
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Tim Farquhar, CFA, CPA
Manager
314.290.3281
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