Financial Reporting & Tax Accounting

In the wake of corporate scandals, public companies are facing increasing scrutiny from investors, accounting review and compliance authorities, the Internal Revenue Service, and the public at large. Sarbanes-Oxley legislation now restricts auditors from providing ancillary services such as valuation work. Haverford Healthcare Advisors fills the need for independent opinions of value of publicly traded healthcare entities. We have over 20 years experience providing:

• Step 1 and Step 2 of a FAS 142 goodwill impairment analysis
• Allocation of purchase price valuations (FAS 141)
• Valuation of warrants and the conversion feature associated with privately placed debt and convertible debt issues for the purpose of calculating the imputed interest
• Valuation of restricted stock issued as consideration in an acquisition
• Value-based decision making with respect to a contemplated divestiture
• Determining the purchase price for a potential acquisition and due diligence advisory services
• Fairness opinions and solvency opinions
• Gift and estate tax planning and compliance valuations for corporate officers
• Minority dissident shareholder litigation

Tombstones from some of our more recent engagements are shown below. Click here to see a more comprehensive list of engagements.