United States • Europe • Asia
Windeye Partners provides valuation services to companies, family offices, investment funds, business owners and entrepreneurs in the United States
and internationally, for situations and needs such as:
• Sale of business or acquisition Read More →
• Capital raising Read More →
• Sale of a minority interest in business Read More →
• Private equity and debt security valuation Read More →
• Buy-Sell provisions in shareholder or partnership agreements
• Option & stock incentive plans (IRC 409A) Read More →
• Stock incentive compensation financial reporting (ASC 718)
• Purchase price allocation and intangible asset Fair Value (ASC 805)
• Private & complex securities for financial reporting (ASC 820)
• Gift and estate tax Read More →
• Intellectual property Read More →
• U.S. investor visas (E-2) Read More →
• Retirement planning
• Insurance planning
• Litigation Support Read More →
Windeye Partners has experience with valuations in a wide range of industries and with large as well as small companies.
The valuation practice of Windeye Partners is led by Michael Guthammar, a Certified Valuation Analyst (CVA) with more than 20 years of experience. To discuss your business valuation needs please contact him at telephone (929) 223-2935 or email windeye@windeyepartners.com
We follow the valuation standards set by the National Association of Certified Valuators and Analysts. Any Conclusion of Value or Calculated Value report will be subject to the minimum requirements of the NACVA standards.
Our valuation services clients include privately held companies, business owners, venture capital and private equity backed companies, family offices, and investment funds. While we cannot share client names here for confidentiality reasons, we can disclose that the investors in our clients include groups such as:
Windeye Partners has valuation experience in numerous industries including the following:
Business valuations are generally based on analyzing the value of assets and liabilities, income and market value as described below.
Asset Based Approach
The asset based approach to valuation involves an analysis of the economic worth of a company's tangible and intangible, recorded and unrecorded assets in excess of its outstanding liabilities. This approach is important to consider for holding companies and other asset rich companies, but should also be considered for companies with poor financial performance. The Asset Based Approach is most commonly applied through the Adjusted Net Assets Method. This method values a business based on the difference between the fair market value of the business assets and its liabilities. The book value of all assets, both tangible and intangible, are adjusted to their fair market value (typically measured as replacement or liquidation value) and then the total adjusted value is reduced by the fair market value of all recorded and unrecorded liabilities.
Income Approach
The income approach involves determining a value based on the anticipated future benefits, i.e. profits or cash flow, from the business. This approach therefore typically analyzes the historical profits or cash flow of the business and/or its projected future performance. Commonly used methods under the Income Approach are Capitalized Earnings and Discounted Cash Flow.
Market Approach
The concept behind the market approach is that the value of a business can be determined by reference to reasonably comparable guideline companies for which transaction values are known. The values may be known because these companies are publicly traded or because they were recently sold and the terms of the transactions were disclosed. Commonly used methods under the Market Approach are Guideline Public Companies, Private Company Transactions, Prior (Actual) Transactions, and Guideline Venture Funding.