Referral Partners
Independent Valuation and Transaction Opinion Support for Attorneys and CPAs
Attorneys and CPAs regularly encounter client situations that turn on an independent valuation: a gift into a trust, a shareholder dispute, a buy-sell triggered by a partner’s exit, a transaction requiring an opinion for the board. The analysis has to be right, and it has to be documented well enough for whoever reviews it next.
Houlihan Capital provides that analysis. The firm is employee-owned, and its valuation work is independent of the professional relationship it supports. Engagements are scoped to the valuation question and returned to the referring professional on completion.
Clients Served
Valuation Opinions Delivered
Valuation Projects
What We Do
Valuation Support for Client Matters
Tax Compliance / Planning
Valuations of business interests, family limited partnership and LLC interests, private fund positions, and other hard-to-value assets for estate and gift tax reporting, plus support for business succession, ownership transitions, and buy-sell agreements. All documented to the requirements the IRS applies to qualified appraisals and reviewed by counsel and tax advisors.
Fairness Opinions
Fairness opinions for mergers, acquisitions, related-party transactions, and management buyouts, issued through Houlihan Capital's FINRA-registered broker-dealer and reviewed by a Fairness Opinion Committee that includes broker-dealer principals.
Stock Compensation
Valuations of private company equity and stock-based compensation for equity plan administration and tax compliance.
Investment Banking
Sell-side and buy-side M&A advisory and capital raising, engaged at the referring professional's direction when a client moves toward a transaction.
Why Houlihan Capital
Independent Analysis for Professionals Who Have to Stand Behind It
Houlihan Capital provides the valuation work and returns the client relationship to the professional who brought it. The referring attorney or CPA participates in scoping, reviews the draft before the report is issued, and stays in the process throughout.
Built Around the Referring Relationship
Engagements are scoped to the valuation question and returned on completion. The referring professional participates in scoping, reviews the draft before issuance, and remains in the process throughout.
Documented for the Next Reader
Every valuation is prepared on the assumption that someone else will examine it: an IRS examiner, an auditor, opposing counsel, a board. Methodology, assumptions, and support are documented accordingly.
Deadline-Driven Work
Filing dates, discovery schedules, and closing timelines do not move. Engagements are scoped with a committed delivery date at the outset.
Strategic Insights
Guidance for Legal and Financial Professionals
Have a client with a closely held business interest that requires independent valuation?
Speak with an advisor about your specific situation.