Impairment or Disposal of Long-Lived Assets (ASC 360)
Stock-Based Compensation (ASC 718)
Debt Valuation
Derivative Instruments (ASC 815)
Estate and Gift Tax Planning and Reporting
Valuation of interests in privately held businesses for gift and estate tax
Valuation of interests in Real Estate & Securities Holding Family Limited Partnerships and Limited Liability Companies
Corporate Tax Reporting
Employee compensation governed by IRC Section 409A
C Corporation to S Corporation conversion
Transfer of assets between tax entities
Corporate donations of intellectual property
Employee Stock Ownership Plans
Dissenting Shareholder Valuations
Buy-Sell Valuations
Financial Consulting Services
Clients Say
“Upland Software has used Birch Valuation for the past 3 years in performing several ASC 805 valuation reports and ASC 718/IRC 409a reports. Birch Valuation has been an outstanding business partner for Upland, and I highly recommend Birch team for all valuation needs.”
“I have known Laura Morrison for more than 10 years in a professional setting. As a partner at McGladrey and the Chief Financial Officer of a number of companies, Laura and her team have always gone above and beyond to provide exemplary service. Laura and her team are responsive and provide high quality work that is reliable and accurate. I would recommend Laura and her team to any of my contacts that are in need of valuation services.”
“I engaged Laura Morrison to perform an ASC 805 analysis for a management buyout from a public company in August-11. An additional complexity was the fact that we retained a minority position in a private technology investment which was struggling and not publicly traded. Laura assisted in this valuation as well and the analysis itself passed intense audit critique at yearend.”
“I first worked with Laura over 7 years ago on an acquisition-related valuation when I worked at Stratagene. Laura was a joy to work with – she was professional, well-versed and reasonable! I especially liked that Laura was able to communicate in “valuation-speak” with the valuation experts at our audit firm, but was also able to converse easily with me in layman’s terms. When I joined Mast Therapeutics in 2011 and we were in the midst of an acquisition, there was no one else I would have called for the valuation other than Laura. We did another acquisition in February of this year, and again, I was on the phone to Laura. Laura is a trusted business partner of mine and I would recommend her highly to all of my colleagues.”