Rubicon Valuation Financial Valuation and Consulting

Financial Valuation & Consulting Services

Rubicon Valuation assists private entrepreneurs, fiduciaries, corporate shareholders and officers, and financial and legal advisors in identifying financial values in support of the transaction, tax report, agreement, dispute or plan.

A diligent estimate of fair market value facilitates private commerce in financial interests which may bear public scrutiny.

We have experience in the following engagement areas:

  • Buy-Sell Agreements
  • Corporate Reorganizations
  • Corporate Transactions
  • Covenants Not to Compete
  • Discounts & Premia
  • Dispute Resolution
  • ESOPs
  • Estate and Gift Tax Programs
  • Expert Witness
  • Intellectual Property
  • Litigation Support
  • Management Planning
  • Mergers & Acquisitions
  • Purchase Price Allocations
  • Restricted Stock
  • Stock Options

We work with the client to identify and quantify the investment quality and economic values of financial interests.

Professional research, analysis, and informed judgment provide supportable results.