Substantive Experience From a Responsive, Credentialed Company

Caliber Advisors regularly provides fair value opinions prepared under IFRS and FASB ASC standards for foreign and domestic financial reporting. Our successful track-record has generated a consistent flow of repeat referrals from our extensive network of audit partners. Our work is known for meeting the rigorous standards and demands of audit managers, national valuation group counterparts and the SEC.

Some of the more common types of opinions we prepare are for:

Assets

  • Investments (ASC 820, IFRS 1)
  • Finite-Lived Intangible Assets (ASC 805, ASC 360, IFRS 3, IAS 36)
  • Goodwill (ASC 350, IAS 36)

Liabilities

  • Interest Rate Swaps and Hedges (ASC 815, IAS 39)
  • Convertible Debt (ASC 815, IAS 39)
  • Contingent Purchase Obligations (ASC 805, IAS 37)
  • Guarantees (ASC 460, IAS 37)

Equities

  • Stock Options and ESPPs (ASC 718, IFRS 2)
  • Options, Warrants and Collared Warrants (ASC 815)
  • Private Common and Preferred Stock (ASC 718, IRC 409A)

“I’ve hired the experts at Caliber numerous times to testify on valuation matters in U.S. Tax Court. With a clear, insightful style that engages the court and credibility that shines through, Caliber staff has the skill, training and experience I need and my clients deserve.”

Michelle Ferreira

Partner, Greenberg Traurig, LLP

“Recently, we considered a merger with a similar entity and required an opinion as to the fairness of the transaction to our stakeholders. The staff at Caliber did a terrific job at navigating the analytical complexities of the requirement and the sensitive political terrain. My hat is off to them for their skill and responsiveness.”

Tom West

CEO - National LambdaRail, Inc.

“Caliber helped my growing biotech company at many critical stages during our evolution. From establishing comprehensive and fair valuation for public company investors to providing mergers and acquisitions advisory services, Caliber was cost effective, professional, and refreshing in their integrity and service quality.”

David Mallery

President – Molecular Profiling Institute (now Caris Dx)

“We use Caliber to measure the fair value of our mezzanine debt investments. Caliber is continually finding ways to expedite their work and shorten the audit review process. They see their task as making my life easier and they have succeeded well.”

Cecilio Rodriguez

Chief Financial Officer – The Comvest Group

“We engaged Caliber to help us with a strategic acquisition. Caliber acted like a true business partner, working closely with our team, as well as with the sellers. In short: the Caliber team handled the entire acquisition exceptionally well and I would recommend them wholeheartedly to anyone looking for a successful and efficiently-run transaction.”

Michael Montemayor

Vice President - National Heat & Power Corporation

“Caliber assisted us in evaluating various liquidation options and alternatives. The Caliber team was highly responsive, very knowledgeable about the process and very shrewd in how they positioned the company and negotiated the terms. They helped us maximize our value as well as meet our strategic objectives.”

Richard Esgate

Founder, Chairman and CFO - EsGil Corporation

“Caliber assisted us in evaluating several strategic options and recommending how to better align our resources to create greater value. I have little doubt that we are now on a path to greater value creation as a result of hiring and listening to the team at Caliber.”

Stephen G. Austin, CPA

Managing Partner - Swenson Advisors, LLP

“We hired Caliber to value our business and another business we considered acquiring. Their team quickly and coherently detailed the strategic and transactional issues as well as the range of financial terms whereby the acquisition would be accretive to our shareholders. The Caliber team was very responsive, knowledgeable and supportive and I highly recommend them.”

Gary Savadove

Board of Directors - Western Forge & Flange