Our Services

Globalview Advisors offers financial valuations, opinions, and advisory services relating to businesses, business interests, intangible assets and intellectual property, and financial instruments.  Our services are provided for a variety of purposes, including:

Valuations of Businesses, Intangible Assets, Debt, Equity, and Derivative
Instruments for:

  • Financial Reporting
  • Corporate Tax Planning, Compliance, and Reporting
  • Mergers and Acquisitions
  • Gift and Estate Tax Planning
  • Restructuring and Bankruptcies
  • Litigation Support
  • Employee Stock Ownership Plans (ESOPs)
Fairness and Solvency Opinions for:
  • Mergers and Acquisitions
  • Spin-Offs
  • Distributions
  • Leveraged Buyouts, Recapitalizations, and Other Leveraged Transactions
  • Employee Stock Ownership Plans (ESOPs)
  • Other Transactions Requiring Board of Directors' Approvals

Financial Reporting Valuations

Our financial reporting valuations are rendered for U.S. GAAP, International Financial Reporting Standards (IFRS), and various country-specific GAAPs.

For U.S. GAAP, our valuations are rendered for: 

  • Business Combinations (SFAS 141 and SFAS 141R)
  • Goodwill and Other Intangible Assets (SFAS 142)
  • Impairment or Disposal of Long-lived Assets (SFAS 144)
  • Share-Based Payment (SFAS 123R)
  • Accounting for Derivative Instruments and Hedging Activities (SFAS 133 and SFAS 155)
  • Review of the Work of a Specialist
  • Fresh Start Accounting
  • Other Financial Reporting Purposes
For International Accounting Standards (IAS), our valuations are rendered for:
  • Business Combinations (IFRS 3)
  • Share-Based Payment (IFRS 2)
  • Impairment of Assets (IAS 36)
  • Intangible Assets (IAS 38)
  • Valuation of Derivatives (IAS 39)

In addition, we render financial reporting valuations in accordance with various
country-specific GAAPs.

Corporate Tax Planning, Compliance, and Reporting

Our tax-related valuations are rendered for U.S., U.K., and foreign income tax planning, compliance, and reporting.

For U.S. Income Taxing Authorities, our valuations are rendered for:

  • Nonqualified Deferred Compensation Plans (IRC Section 409A)
  • Allocations of Purchase Price for Asset Acquisitions (IRC Section 1060)
  • Allocations of Purchase Price for Stock Purchases Treated as Asset Acquisitions
    (IRC Section 338)
  • Transfers of Entities and Intangible Assets to Related Parties (Tax Restructurings)
  • Donations
For U.K. and Foreign Income Taxing Authorities, our valuations are rendered for:
  • Share Valuations
  • Transfers of Entities and Intangible Assets to Related Parties (Tax Restructurings)
Other Valuations

Mergers and Acquisitions

Our M&A-related valuations are provided for: 
  • Financial Due Diligence
  • Purchase, Sale Terms, and Pricing Negotiations
  • Earnings Accretion/Dilution Analyses
  • Preliminary Purchase Accounting

Gift and Estate Tax Planning

Our service in this area includes valuations of closely held businesses, family limited partnership (FLP) interests, limited liability company (LLC) interests, and intellectual property portfolios for gift and estate tax planning, and support of filings with federal and state taxing authorities.

Restructuring and Bankruptcies

Our valuations of businesses and intangible assets are used in connection with:

  • Assessment and Confirmation of Plans of Reorganization
  • Sale of Entities and/or Intangible Assets, such as Trademarks in Bankruptcy Proceedings
  • Fresh Start Accounting
Litigation Support

Our services include valuations of businesses and financial interests, and quantification of economic damages in connection with: 
  • Dissenting Shareholder Actions
  • Appraisal Actions
  • Corporate Dissolutions
  • Loss of Goodwill
  • Breach of Contracts
Employee Stock Ownership Plans (ESOPs)

We provide valuations and related analyses for the establishment, financing, and ongoing pricing of ESOPs, including:
  • Valuations of Contributed, Company Common Stock
  • Annual Valuations for Pricing of Company Common Stock
Opinion Services

Fairness and Solvency Opinions

Our fairness opinions are designed to provide companies, their shareholders, and Boards of Directors with confidence that transactions are fair from a financial point of view.  Our solvency opinions are designed to provide shareholders and lenders with comfort that leveraged transactions are solvent upon closure and to defend against potential claims of fraudulent conveyance should bankruptcy arise.Our fairness and solvency opinions are prepared for:
  • Mergers and Acquisitions
  • Spin-offs
  • Distributions
  • Leveraged Buyouts, Recapitalizations, and other Leveraged Transactions
  • ESOPs
  • Other Transactions Requiring Board of Directors' Approvals