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Valuation & Strategy

At Sobel & Co. LLC, we know that the business world is impacted by an ever accelerating rate of change.  To respond to this challenge we seamlessly integrate accounting, financial, strategic and advisory services to companies across a wide range of industries, from retail, construction, manufacturing, real estate and non-profit sectors, to the fast growing biotech, fintech, media and pharmaceutical companies.

The Valuation and Strategy services are specialized in advising attorneys, business owners and C-Suite executives with business valuations and strategic advisory needs.

To address the needs of a wide range of clients we have assembled a team that is comprised of economists, financial engineers, corporate finance professionals, accountants and attorneys who have earned distinctive designations including PhDs, MBAs, CPAs and CFEs.  These highly skilled and experienced professional are also available for expert testimony in depositions, arbitrations and trials, offering expert testimony for both plaintiff and defense. 

Business Valuations

Our professionals are called upon to value businesses and their ownership interests, as well as for financial reporting and marital disputes.

Business Valuation Services Include

  • Corporate and Partnership Disputes
  • Buy-Sell Agreements
  • Employee Stock Ownership Plans (ESOP)
  • Matrimonial Dissolutions
  • Estate, Gift and Income Tax
  • Blockage Discounts
  • Shareholder and Partner Buy-Outs
  • Expert Witness Testimony
  • Bankruptcies and Turnaround Situations
  • Compensation Analyses
  • Equity Carve-Outs
  • Fairness Opinions
  • Intellectual Property

Financial Reporting Valuations Include:

  • Intangible Asset Valuations
  • Early Stage Company Valuations
  • Stock Option Valuations
  • Gift and Estate Tax Reporting
  • Intellectual Property Valuations
  • Fair Value

Strategic Advisory Services Include:

  • Strategic Consulting
  • Risk Analysis
  • M & A Advisory
  • Corporate Governance
  • Bankruptcy and Turnaround Situations
  • Buy-Sell Agreements
  • Capital Budgeting
  • Equity Carve-Outs
  • Shareholder and Partner Buy-Outs
  • Economic Consulting and Development Studies
  • Value Intelligence (VI)

Value Intelligence Services

Many of our clients experience strategic challenges, some of which include how to best finance internal growth, best practices to track strategic and financial success and the best course of action to monetize shareholder value.  These and many other challenges require that executives, board of directors and shareholders understand the value of the enterprise, strengths and weaknesses with respect to value and the short and long-term solutions to further enhance its value. 

We offer a suite of services, which comprise our Value Intelligence (VI) service.  VI is tailored specifically to the C-Suite executive or shareholder who wants to get a solid understanding of the value of a privately owned company, and its important financial drives to help evaluate strategic options.