Services

Transaction and valuation advisory services

M&A Advisory Services

Whether you’re a business owner or an investor, the decision to sell or buy a business is one of the most significant decisions you’ll make. Choosing the right advisor is equally critical to ensure you achieve your goals. VALCOR Advisors provides unparalleled expertise and guidance to help business owners and investors navigate this complex and transformative process.

Our experienced professionals bring decades of industry insight and technical expertise to sell-side and buy-side transactions, offering financial creativity, advanced analytical skills, and sound tactical advice. With deep knowledge across a variety of industries and sectors, we are dedicated to helping you maximize value and achieve your desired outcomes.

We approach each engagement with a balanced combination of quantitative precision and qualitative insight, ensuring that every decision is strategically aligned with your objectives. From initial evaluation to final transaction, we stand by your side to make the process seamless, informed, and rewarding.

Key Offerings

Buy-Side Advisory:

  • Target Identification & Analysis: Leverage market intelligence and our healthcare industry expertise to identify acquisition targets aligned with your strategic goals.
  • Due Diligence: Perform comprehensive financial, operational, and compliance evaluations to uncover risks and opportunities.
  • Valuation Analysis: Utilize proprietary methodologies to establish fair and actionable valuations complying with all regulatory guidance.

Sell-Side Advisory:

  • Strategic Preparation: Optimize business operations, financial transparency, and growth potential to appeal to buyers.
  • Marketing & Outreach: Engage a network of strategic and financial buyers to ensure competitive bidding and visibility.
  • Transaction Management: Streamline processes to achieve timely and efficient closings.

Joint Ventures & Partnerships:

  • Strategic Structuring: Create partnerships between hospitals, physician groups, and management companies, ensuring compliance with Stark Law and the Anti-Kickback Statute.
  • Governance & Compliance: Establish frameworks that align with regulatory requirements while promoting operational efficiency.

VALUATION SERVICES

VALCOR Advisors is a trusted provider of business and real estate valuation services, delivering critical insights to stakeholders of middle-market companies and real property assets.

Our comprehensive valuation services are designed to help business and property owners effectively manage assets, facilitate transactions, and meet financial reporting and tax compliance requirements.

General Valuation Services Include:

  • Enterprise/Business Valuations: Assess the overall value of a business, or business interest for strategic planning or sale.
  • Transaction Valuations: Provide precise valuations to support mergers, acquisitions, and divestitures, or for financial reporting purposes.
  • Rollover Equity Valuations: Determine equity values in recapitalization or sale  scenario.
  • Minority Stock Valuations: Assess the fair value of non-controlling ownership interests in a business for stock grants or estate planning purposes.
  • Credit & Financing Valuations: Support lending and credit decisions with accurate asset appraisals.
  • Intellectual Property (IP) Valuations: Value patents, trademarks, and other intangible assets.
  • Buy-Sell Agreement Modeling: Develop valuations to guide shareholder agreements.
  • ESOP Valuations: Conduct valuations for Employee Stock Ownership Plans.
  • Complex Securities Valuations: Evaluate options, derivatives, and other intricate financial instruments.
  • Estate Planning Valuations: Provide valuations for estate and gift tax purposes.
  • Distressed Debt Valuations: Assess the value of distressed or non-performing loans.
  • Asset Valuations: Deliver appraisals for tangible and intangible business assets.
  • Commercial Property Valuations: Evaluate the market value of real estate holdings.

With VALCOR Advisors, you gain the expertise and precision necessary to navigate complex valuation scenarios confidently. Let us help you measure and maximize the value of your assets.  More specific valuation services appear below.

Financial Reporting Valuation Services:

  • Intangibles/Goodwill Impairment Analysis (ASC 350)
  • Impairment of Long-Lived Assets (ASC 360)
  • Asset Retirement Obligations (ASC 410)
  • Valuation of Convertibles, Options & Warrants – ASC 470
  • Option Pricing/Share-based Payments (ASC 718)
  • Business Combinations (ASC 805)
  • Non-Controlling Interests (ASC 810)
  • Derivative Instruments (ASC 815)
  • Fair Value Measurements (ASC 820)

Tax Compliance Valuation Services:

  • Valuation for “C” to “S” Conversion (IRC 1374)
  • Estate Gift Tax Valuations (Sec 20.2031-1(b) & 25.2512-1)
  • Valuations for Charitable Contributions (IRC 170)
  • In-Process Research & Development Analysis (IRC 174)
  • Valuation of Non-Compete Agreements (IRC 197)
  • NOL Limitation (IRC 382)
  • Closely Held Stock Valuations (IRC 409A)
  • Asset Allocation Analysis (IRC 1060)