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Financial Consulting Group

FCG members are experienced, credentialed, financial experts and leaders in the valuation profession.  FCG members serve on the Business Valuation Committees of the AICPA, IBA, NACVA and the ASA, participate in national business valuation conferences, serve as instructors, and write valuation books, articles, and newsletters.

Our FCG membership gives us access to a resource pool which comprises the collective expertise of the most successful valuation professionals in the United States and Canada. Many of the recognized names in the valuation industry are affiliated with FCG member firms. And, while geographically dispersed, the operations of all member organization are rooted in ethical standards.

The combined input of more than 300 FCG associates engenders the most creative approach, superior processes, and accurate methodologies for our clients. FCG organizational synergy facilitates communication among 80 member firms and represents the new model of information access in business valuation and litigation. Our clients benefit from our FCG affiliation in the following specific ways:

Commercial & Related Law

FCG valuation and litigation experience comprises all aspects of commercial and related law through a range of industries and service areas. FCG promotes specialization within the business valuation/litigation field in order to have high-level specialists available within the organization for consultation on engagements. Collectively, FCG associates hold every major valuation designation available, related to:

  • Valuation for Purchase or Sale of Business or Division
  • Assistance in Merger Negotiations
  • Purchase Price Allocations
  • Corporate or Partnership Recapitalizations
  • Valuations of Incentive Stock Options
  • Debt Placement Consulting
  • Strategic Planning
  • Fairness Opinions
  • Dissenting Minority Shareholder Issues
  • Establishing Merger Exchange Ratios
  • Going Public/Going Private Transactions
  • Structuring Debt or Equity Securities
  • IPO Pricing Rules of Thumb
  • Assistance with Establishing Buy/Sell Agreements

Family Law

Even though our focus is business valuation and litigation, FCG member firms place within Accounting Today’s 2000 Top 100 accounting firms in the United States. FCG affiliates are committed to providing solutions to our client base by staying current on all environments: valuation and litigation, technology, business, and family practice.

The strength of member firms who share similar philosophies and practices creates a knowledge base that is unprecedented in any accounting field today. FCG membership enhances our:

  • Estate and Gift Tax Appraisals
  • Charitable Donations of Closely Held Securities
  • Review of IRS Valuations
  • Appraisals of Intangible Assets
  • Appraisals of Intellectual Property
  • Valuations for S-Corp Elections
  • Family Limited Partnerships and LLCs

Financial Investigations

FCG prides itself on state-of-the-art technology and applications to serve its client base and enhance its service delivery. A technologically savvy organization, FCG conducts business via its extranet which allows the sharing of documents between offices, access to online manuals and checklists, and document collaboration in real time, using company software. Our perpetual discussion forums related to specific industries and advanced valuation issues are quickly becoming a benchmark for companies who also want to share knowledge.

  • Employee Stock Ownership Plans
  • Annual Appraisals for Plan Trustees
  • Financial Advisory Services for Plan Trustees
  • Security Design and Equity Allocation
  • Fairness Opinions in ESOP Transactions
  • Appraisal Malpractice
  • Accounting/SEC review
  • Goodwill Impairment
  • Stock Options
  • Purchase Price Allocations-APBs 16 & 17
  • Cheap Stock
  • Inprocess Research & Development

Business Valuations

The geographic boundaries 0f FCG are invisible; a large corporation based on the east coast with multiple locations across North America will benefit from our expansive office network, because local associates are available to serve on any engagement. Consequently, member firms also serve small businesses with one location because we are positioned for availability in any market or situation.
FCG members are expert in assessing the value of:

  • Corporate Securities
  • Closely Held Businesses
  • Partnership Interests
  • Business Operations-subsidiaries, divisions, profit centers
  • Intangible Assets-covenants not to compete, customer lists, contract rights, and core deposits.
  • Intellectual Property-patents, trademarks, trade names, software copyrights and trade secrets
  • International Valuations

Valuations are necessary for:

  • Sale of a Business or Division
  • Mergers and Acquisitions
  • Sales of Stock to an ESOP
  • Life Insurance Funding
  • Minority Shareholder Stock Repurchases
  • Transaction Negotiations
  • Economic Value Added Analysis

Expert Testimony

The professional training and experience of FCG affiliates comprises myriad backgrounds in industry management and public accounting. Associates have specialized knowledge, such as developing discount rates in emerging economies, as well as general knowledge of industry, audit and tax situations. With professionals who can work in over 10 languages and have experience in more than 25 countries, we are able to competently perform international engagements.
FCG proprietary information includes one of the largest intellectual property transaction databases available in the industry. Our professional staff includes lawyers (non-practicing) with valuation expertise, designations and financial education, and others who concentrate on small business or large company engagements. FCG force-multiplication is an invaluable resource for our clients:

  • Condemnation/Eminent Domain
  • Shareholder Disputes
  • Dissenting Shareholder Actions
  • Marital Dissolution
  • Partnership Dissolution
  • Arbitration of Valuation Issues
  • Lost Earnings (Corporate/Individual)
  • Bankruptcy and Fraudulent Conveyance
  • Commercial Damages
  • Antitrust Damage Estimates
  • Intellectual Property Infringement
  • Consulting Services to Attorneys
  • Drafting of Deposition Questions
  • Review of Work Product of Other Professionals, such as Troubleshooting
  • Discovery Assistance
  • Intellectual Property Services
  • Royalty Rate Studies
  • Infringement Damage Calculations
  • Technology Transfer Valuations (Section 482 Transfer Pricing)
  • Valuations for Sale/Licensing of Intellectual Property
  • Assistance in Negotiations Involving Sale or Licensing
  • Industry and Guideline Company Research
  • Consulting Services to Other Valuation and Litigation Professionals

Industries We Serve

FCG professionals have worked with the following industries:

 

  • Aerospace
  • Agriculture
  • Automotive
  • Auto Dealerships
  • Banking
  • Chemical
  • Construction
  • Distribution
  • Insurance
  • Internet Companies
  • Financial Services
  • Food Processors
  • Furniture
  • Healthcare
  • High-tech Companies
  • Manufacturing
  • Mass-market Retailers
  • Oil and Gas/Mining
  • Power Generation
  • Professional Firms
  • Publishing
  • Ranching
  • Real Estate
  • Service Companies
  • Software Companies
  • Telecommunications
  • Timber
  • Tourism/Hospitality
  • Transportation

 

Contact Us to learn how you may benefit from our FCG membership.

 

 

Recent Publications

Valuation for Financial Reporting

Valuation for Financial Reporting

FV-A&M-th

Valuation Workbook

Taxation FAQ

Taxation FAQ

business teamwork on puzzle pieces

Valuation FAQ