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Valuation Services We assist clients with investment decisions, reporting requirements and skillful representation in the boardroom or courtroom. Providing these services in a knowledgeable, cost-effective manner should be a given for any advisor. Where we make a difference is bringing complete solutions that fulfill your needs. Valuation and economic consulting is not about theory regulations and credentials--it is about achieving client objectives in an honest and effective manner. Executive Leader Our valuation services are led by Ken Nunes, Chairman and CEO of Caliber Advisors. For 24 years, Ken's focused economic, valuation and industry knowledge has made him the go-to professional for clients including private and public companies, regulators and non-profit institutions. His insightful, creative solutions and positive leadership instill confidence and trust. TRANSACTION SERVICES • Capital and Financial Planning and Restructuring • Fairness Opinions • Solvency Opinions • Mergers and Acquisition Advisory • Royalty Rates • Valuation Opinions • Securities, Derivatives and Contingent Obligations FAIR VALUE SERVICES • Stock Option Compensation Expense (FAS 123R) • Hedge Accounting (FAS 133) • Intangible Asset and Purchase Allocations (FAS 141R) • Goodwill and Intangible Asset Impairment (FAS 142, FAS 144, IFRS 3, IAS 39) • Debt and Obligations (FAS 157) • Options, Warrants and Derivatives (FAS 123R, FAS 133) • Capital Stock (FAS 157, FAS 123R) • Contingent Liabilities (FIN 45) TAX REPORTING • Transfer Pricing (IRC 482) • Purchase Price Allocation • Stock Compensation (IRC 409A) • Implied Interest Expense • Estate and Gift • C to S Conversions EXPERT WITNESS SERVICES • Dispute Analysis and Litigation Services • Tax Litigation and Controversy Case Study In December last year, our client was raising a significant round of capital from insiders.
The company valuation was lower than prior rounds and the Board needed to determine if the pricing was fair to the non-participating shareholders.
The Board reached out to Caliber to provide an opinion on the fairness of the transaction. Time was of the essence and the transaction pricing was
complicated by uncertain rate of market acceptance of the Company's breakthrough product and the volatile and declining capital markets.
The Caliber team examined several performance scenarios and studied the transaction from multiple |
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