Who We Are Transactions Solutions Services Industries Resources Contact Client Login << Back to Services Diagnostics Valuations Estate & Gift Valuations Financial Reporting Valuations Litigation Support ESOP Valuations Fairness & Solvency Opinions Valuation Assessments to Move You Forward. Confidently. When you come to PCE for business valuation services, you get much more than a report. You get a team of highly credentialed experts who understand how much a thorough, sound and customized valuation means to you and your goals. Our valuation processes are proven, consistent and collaborative, with each member of the team bringing unique insight and vast experience to the table. The result? Comprehensive and supportable valuations that allow you to move forward with confidence. Wondering which type of valuation you need? View Valuation Comparison Chart » Many Motivations For Valuations From inception to exit, there are many events within the business life cycle that might require you to have an understanding of the value of your business. They include: Raising equity Granting stock options Buying or selling the company Setting up family trusts Understanding business damages No matter your reason, it is essential that you engage knowledgeable and experienced professionals that will help you understand the business value. Back to Top ⇑ The Valuation Process Your understanding of the valuation process, the methodologies applied and the basis for the conclusion is key. Our valuation experts guide all stakeholders through the valuation process so that you have a clear understanding of all assumptions made in your valuation. We follow a standardized process for each valuation to make sure that we understand your business, objectives and the reason for the valuation. During the valuation process you can expect: To provide information about your company Several interviews with members of your management team Thorough research & analysis by our team An in-depth written valuation report Financial Wellness Assessment Back to Top ⇑ PCE’s Professionals Have Valued Thousands of Companies We will provide you with a valuation that is crafted to your needs, and based on: Solid research and analytics A sound understanding of financial theory A clear understanding of markets Time-tested and proven methodologies Not sure which level of valuation report you need? View Valuation Comparison Chart » Back to Top ⇑ Diagnostic Valuation™ Created for business owners, shareholders, and directors to help you understand more about your company than simply its value. A Diagnostic Valuation™ allows you to dive deeper into the key performance indicators of your company, compare your performance against your peers, and then understand how this impacts your valuation. This proprietary process tracks the performance of your business over time, comparing it to a matrix of benchmark measures unique to your business and industry. PCE will compare your company with industry financial data and industry ratios of comparable companies, and will help you with budget and financial forecasting. In addition, you will receive an analysis of six KPIs that are key drivers of your value including: Growth Trends Liquidity Efficiency Leverage Profitability Working Capital Analysis Learn More » Back to Top ⇑ Estate & Gift Valuations Any time interests in privately held entities are transferred from one person to another by gift, there will be some tax implication. Similarly, when privately held interests are passed on by inheritance, these assets must also be appraised for tax assessment. PCE valuation experts have extensive experience dealing with the IRS review process nationally, regionally and locally, and can provide the following: Complete report and opinion of value Discussion and presentation of empirical data Review of transactions Exhaustive research to support our opinion With such significant tax consequences at stake, you can count on our experts to provide the strong and accurate valuation you need. Back to Top ⇑ Financial Reporting With the Financial Accounting Standards Board (FASB) tightening up financial reporting requirements, it is more important than ever for businesses to have access to a reliable and experienced valuation professional. Our valuation experts have been helping clients with their financial reporting needs for decades, and can provide the following: Complete report and opinion of value Discussion and presentation of empirical data Review of transactions Exhaustive research to support our opinion Complete understanding of FASB guidance In addition to reflecting our team’s deep understanding of the most relevant and current financial reporting requirements, our valuations reflect the insight of PCE principals who have worked as practicing CPAs and independent auditors. These added perspectives create a unique and valuable benefit for our clients. Back to Top ⇑ Litigation Support With a dramatic increase in civil litigation in the United States in recent years, lawsuits have become more complex and expert testimony more crucial. Each of our senior partners is well versed on the latest economic and financial issues and can serve as a trustworthy expert witness providing well-prepared, exact and effective testimony to support your case. PCE professionals excel at explaining complex financial issues to judges, juries or arbitrators in simple, easy-to-grasp terms. As consultants, we also provide private advice to attorneys. PCE has participated in civil lawsuits, business valuation, tax cases, divorce settlements, bankruptcy cases, criminal cases, alternative dispute resolutions, and eminent domain cases, and has earned a solid reputation for honesty, objectivity and financial expertise. Back to Top ⇑ ESOP Valuations For many business owners, an Employee Stock Ownership Plan (ESOP) offers an attractive liquidity strategy with compelling tax advantages. Our ESOP experts provide strategic guidance and advice throughout the ESOP life cycle, starting with determining whether an ESOP is a sound option for your business at all. One of the first steps is to conduct a preliminary valuation that includes: Analysis of company assets and cash flow Analysis of comparable companies Assessment of comparable transactions Conducted by our experienced valuation team, this assessment forms the foundation of the ESOP Feasibility Study, which includes a full feasibility analysis and financial modeling to determine the most effective ESOP structure for your business. For existing ESOPs, it is crucial to obtain annual valuations that accurately reflect the value of the shares in the ESOP plan. Our vast experience in both valuation and ESOP structure provide ESOP trustees valuation reports they can rely upon with confidence. Back to Top ⇑ Fairness & Solvency Opinions In today’s business environment, corporate mergers, acquisitions, sales, financing, and refinancing are subject to intense scrutiny by lenders, stockholders, and regulators. The opinion of an independent expert is critical for keeping the deal moving forward. PCE professionals can help provide objective, independent fairness and solvency opinions to ensure that you have the expertise you need when executing your transaction. We will: Conduct a thorough evaluation of the business Analyze the level of added value the transaction creates Evaluate the anticipated methods of consideration Assess the financial outcome of the transaction Review alternatives considered by the company The result is an opinion that will stand up in any courtroom or boardroom, and put fiduciaries in a position to make the most effective business judgments. Back to Top ⇑ The Ultimate Guide to Valuations The Ultimate Guide to Valuations e-Book breaks down the valuation methodologies in a straightforward format to help you understand the appraisal process and the reasons a valuation might be required. You'll discover: Reasons to Get a Valuation Standards of Value Valuation Approaches Premiums & Discounts Calculating Discounts Read Now Back to Top ⇑ “What a great experience we had working with PCE. They were completely responsive to our needs and were always two steps ahead, leading us expertly through a very complicated process. PCE helped to take a lot of the pressure off of our decision-making. I can’t imagine having done this without them.” Dennis Buhring, CEO Physician Associates Main Contact(s) Paul Vogt Atlanta Office 678-641-4760 Contact Me Now Rachel Pearl Orlando Office 407-621-2140 Contact Me Now Richard Winston Atlanta Office 404-994-4650 Contact Me Now Roey Eyal Atlanta Office 404-994-4186 Contact Me Now PCE Investment Bankers, Inc. - member FINRA & SIPC PCE Valuations, LLC | PCE Advisory, LLC SITE MAP Who We Are Careers Transactions Solutions Services Industries Contact Us OFFICES Orlando Atlanta New York Chicago [PCE was] completely responsive to our needs and [was] always two steps ahead, leading us expertly through a very complicated process. - Dennis Buhring, Physician Associates Copyright © 2020 PCE Companies | Business Continuity | Privacy Policy | FINRA BrokerCheck | Whitelist PCE