Legacy Valuation & Forensics LLC

409A Valuations

409A valuation is an appraisal performed to determine the fair market value (FMV) of a private company's common stock. It is essential for compliance with Section 409A of the Internal Revenue Code (IRC) in the United States

ASC 815 and ASC 480 Valuations

Valuation of derivative instruments such as options, swaps, forwards, and other financial contracts in accordance with ASC 815 requirements and valuation of financial instruments, including redeemable shares, mandatorily redeemable instruments, and other obligations, as required under ASC 480.

Agreed Upon Procedures

Agreed upon procedures involve performing specific financial checks or analyses requested by a client. Unlike an audit, these procedures focus only on the areas the client specifies. The results are reported objectively without providing an opinion. This helps clients gain targeted insights for decision-making or compliance purposes.

Business Valuations

An official valuation report financially analyzes your business and can help you sell, obtain financing from a lender, perform estate, gift, or tax planning to protect your wealth or update a buy-sell agreement for your business.

Consulting

Provides strategic advisory and project-based expertise to help organizations improve processes, solve complex challenges, and unlock new opportunities for efficiency and expansion.

Cost Segregation Services

Conduct cost segregation studies, maximizing tax savings, enhancing cash flow, and ensuring compliance with taxation authorities for real estate projects.

Creative Problem Solving

We apply innovative solutions to complex challenges, uncovering savings and opportunities others miss.

Deal Advisory

Deal advisory services guide businesses in strategic transactions, ensuring informed decisions, optimized risk management, and value creation in mergers, acquisitions, or divestitures, with expert analysis and execution support.

Dispute Advisory

Dispute advisory services expertly facilitate conflict resolution by providing objective analysis, efficient strategies, and maintaining confidentiality to preserve business relationships.

Estate Planning

Estate planning helps individuals structure the management and transfer of their assets during life and after death. Accountants work alongside attorneys and financial advisors to minimize estate and gift taxes, ensure liquidity for heirs, and align plans with overall financial goals. Proper estate planning provides peace of mind and preserves wealth across generations.

Impairment Testing

Financial assessments conducted to determine the carrying value of assets to determine recoverable amounts

Litigation Support

Advisory and accounting analyses throughout the process of evaluating and calculating damages, preparing for tax issues triggered by a settlement or judgment, and supporting receivers and bankruptcy trustees

Litigation Support and Expert Witness

We have and can assist an HOA and their legal counsel if they need help with an accounting or income tax matter resulting from a lawsuit filed by or against the HOA.

Mergers & Aquisitions

We work with clients on both buy-side and sell-side transactions, including making sure your business is well-positioned for a transaction to maximize integration value and effectiveness. It’s our pleasure to walk alongside our clients to look ahead, plan for the future, and be as ready as possible for these significant events. We have a team that can support through all phases, including entity pre- and post- transaction structuring, due diligence, financial and accounting preparedness, and tax efficiency planning.

Transfer Pricing

Transfer pricing services guide multinational corporations in setting compliant transaction prices, aligning with regulations to mitigate tax liabilities and optimize international financial strategies effectively.

Trust & Estate Valuation

Cabrillo Advisors provides independent trust and estate related valuations, appraisals and discount analyses for owners of operating businesses, real estate, and holding companies, as well as a variety of structured interests within private equity and venture capital funds.

Valuation Services

Valuation services enhance decision-making by accurately assessing asset worth, guiding strategic planning, mergers, or investments across various sectors to optimize organizational value and growth.