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.