Federal Income Tax Compliance Valuation

Buyers and sellers have specific considerations in structuring transactions as either asset acquisitions or stock acquisitions. When a transaction is structured as an asset acquisition, or a stock acquisition that is treated as an asset acquisition under IRS provisions, a valuation can be utilized to assist in the depreciation recapture computation to determine the gain or loss on sale. AccuVal understands the critical issues in these transactions and provides thorough and timely valuations that assist both the buyer and seller in the process.

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You are entering into a purchase and sale agreement that will be treated as an asset acquisition for U.S. federal income tax purposes

Tax Management – Federal Income Tax: Cost Segregation

Accelerate tax depreciation and cash flow by simultaneously performing a cost segregation analysis

Business Need: Mergers and Acquisitions

Facilitate a merger or acquisition end-to-end by leveraging valuation, advisory and asset management expertise throughout all phases of the transaction

Tax Management – Property Tax: Consulting

Leverage the knowledge and results from our fair value analysis to contest property tax assessments

Financial Reporting: Purchase Price Allocation

Allocate the purchase price following the completion of a merger or acquisition

View AccuVal’s Appraisal Expertise by Asset Class:

Business Enterprise

Equity & Stock

Bonds

Intangibles & Intellectual Property

Machinery & Equipment

Inventory

Real Estate

Accounts Receivable

The following is needed to determine how AccuVal can help:

A copy of the Confidential Information Memorandum, Management Presentation and/or Asset Purchase Agreement (draft versions are acceptable)
A summary of the property, plant and equipment being sold (e.g. a schedule of locations, electronic fixed asset files, summary of owned vs. leased real estate, etc.)

For more information or to request a proposal