Valuation

Determining the value of option contracts, other derivative securities or properly allocating value across complex capital structures requires the use of complex methodologies that can lead to inaccurate and unsupportable value opinions if improperly applied. Weaver’s valuation professionals have deep technical knowledge and practical experience to develop accurate and defensible analyses of derivatives and complex capital structures through generally accepted valuation techniques.

Disputes over an asset or business valuation typically arise during mergers and acquisitions, shareholder or partnership disagreements, divorce proceedings, IRS challenges to estate and gift tax valuations and commercial litigation. Differing opinions on the value of a business or asset can create critical and complex issues that require skilled resolution. Independent and objective professionals are crucial in determining the value and providing supporting evidence. Our experienced valuation professionals help parties and their attorneys reach reasonable and reliable valuation decisions.

In today’s volatile marketplace, fluctuating valuations can create significant challenges for those involved in M&A activity within the energy industry. Numerous factors such as oil prices, new technologies and heightened regulations can impact energy operations and valuations. Understanding how these elements affect your asset’s value is essential for strategic planning and informed decision-making.

Weaver takes a close look into the valuation and M&A trends in the energy sector. Our services cover key factors impacting your value and common methodologies used in energy valuations. We also provide guidance on when to seek assistance from a valuation professional and how to select the right firm for your specific needs. We deliver precise and reliable valuations that support your business objectives and enhance your strategic initiatives.

Weaver’s team increases certainty and mitigates risk arising from the complexities of uncertain tax positions, financial reporting reserves, double taxation, controversy and penalties while providing globally efficient cash deployment and repatriation. While transfer pricing typically focuses on corporate income taxes, transfer pricing positions and potential adjustments can have significant secondary impacts on customs duties, state or provincial income taxes, value added taxes (VAT), goods and services tax (GST)/harmonized sales tax (HST), excise taxes, sales and use taxes and more.

To avoid unnecessary impacts to deal pricing, holdbacks or delays in a deal closing, our professionals ensure you have appropriate intercompany agreements, transfer pricing methodologies and transfer pricing documentation in preparation for due diligence.