The firm prepares independent valuation reports, typically based on an evaluation of each of the factors described in IRS Revenue Ruling 59-60 and supported by judicial decisions. In conducting the investigation and analysis and in arriving at a valuation opinion, the rigors of the IRS approach are combined with the principals' knowledge and direct involvement in transactions in the private and public markets. Valuation reports are requested for many purposes including:
- Support of a merger or sale transaction
- Shareholder buy/sell agreements
- Estate planning
- Pricing of an equity or debt financing
- Litigation settlements
- Gift tax returns
- Stock appreciation rights
- Support of a sale of assets or stockfrom a company in bankruptcy or witha negative net worth
- Divorce settlements
- Certain minority shareholder transactions
The scope of a valuation is flexible and dependent on the client's needs.
- Support of a merger or sale transaction
- Shareholder buy/sell agreements
- Estate planning
- Pricing of an equity or debt financing
- Litigation settlements
- Gift tax returns
- Stock appreciation rights
- Support of a sale of assets or stockfrom a company in bankruptcy or witha negative net worth
- Divorce settlements
- Certain minority shareholder transactions
The scope of a valuation is flexible and dependent on the client's needs.
As a Chicago-based investment banking firm, Sucsy, Fischer & Company (SFCo) has been a trusted advisor to middle-market companies throughout the United States for more than 30 years. We work to transform each situation into manageable steps to achieve the goals established by our clients.
Valuations
799 Central Avenue, Suite 350 | Highland Park, IL 60035 | (312) 554-7575 | Fax (312) 554-7501 | sfco@sfco.com
Copyright © 2008 Sucsy, Fischer & Company - Investment Bankers. All Rights Reserved
Copyright © 2008 Sucsy, Fischer & Company - Investment Bankers. All Rights Reserved
Securities transactions conducted by SF Investments, Inc., registered Broker/Dealer, member FINRA & SIPC.
Serving Middle-Market Companies
Nationwide Since 1972
Nationwide Since 1972
Nationwide Investment Banking Services, Midwest Investment Bank, Chicago Investment Banks, Investment Banking in Chicago, Investment Bankers in Chicago, Investment Banks in Chicago