(Text for those without flash or javascript) Fulcrum's professionals are experienced CPAs, MBAs, ASAs, CFAs, affiliated professors and industry specialists Our expertise encompasses damages analysis, lost profit studies, business and intangible asset valuations, appraisals, fraud investigations, statistics, forensic economic analysis, royalty audits, strategic and market assessments, computer forensics, electronic discovery and analysis of computer data.

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Business Valuations and Commercial Appraisals

Why we are better:

Our appraisers have the highest credentials and meet the highest professional standards. In this unregulated area, it is important to avoid poorly performed work by taking short-cuts.
Most business and business asset appraisals rely on financial statements and accounting records. As a firm that contains CPAs and forensic accountants, we are better able to critique the financial information upon which all conclusions are based.
Many valuations are performed within a legal context. If your appraisal comes under attack, our expert witnesses are skilled in persuasively defending their conclusions.
Fulcrum does not accept contingent fees and has no other conflicts of interest that are pervasive among the investment banks that offer fairness opinions.

Why might I need Fulcrum's assistance?

Commercial appraisals are needed in a wide variety of situations, including:

To determine a fair price when purchasing or selling a business or other large asset
To substantiate a tax position
To establish the fairness of a price between related parties or when negotiating a transaction as a fiduciary
To assess business and investment alternatives
To establish damages in litigation

We also assist management teams with the following related services:

Exploration of New Business Opportunities/Business Plan Development
Corporate Strategy Planning
Situational Assessments

Reference Articles

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Steps in Valuing Intellectual Property

Intellectual property (including patents, trademarks, copyrights, trade secrets, software, entertainment assets, customer lists, in-process research, etc.) is a large portion of the value of most business enterprises. When entering into any transaction involving intellectual property, you need to properly value these assets. This is easier said than done.

New Advice for Special Committees and their Financial Advisors

The Delaware Chancery Court issued an opinion (Tele-Communications, Inc. Shareholders Litigation, C.A. No. 16470, December 21, 2005) that questions a number of widely-established procedures used when addressing the fairness of merger transactions.

Buyer Beware - The Alphabet Soup of Appraisal Credentials

There are numerous appraisal and other organizations that sponsor appraisal certifications, with wide variance in the standards employed