Business Valuation

Brinig Taylor Zimmer, Inc. has extensive experience in the valuation of closely held businesses. The firm provides assistance in business valuation matters for:

  • Purchase and sale transactions
  • Marital dissolution/community property settlements
  • Partnership or corporate dissolutions (Corporations Code Section 2000)
  • Eminent domain proceedings
  • Estate, gift and other tax matters
  • Stock contributions to charitable organizations
  • Purchase price allocation
  • Share based compensation
  • Impairment testing
  • General business litigation

The firm has completed more than 3,500 valuation assignments covering a wide spectrum of industries click here for a list including:

  • Automotive
  • Contracting
  • Distribution
  • Financial Services
  • Hospitality
  • Manufacturing
  • Professional Practices
  • Retail
  • Sports & Leisure
  • Service

In addition, Brinig Taylor Zimmer has experience and expertise in valuing the intangible assets of businesses, including:

    Goodwill

    Going Concern Value

    Existing Contracts

    Covenants Not to Compete

    Copyrights

    Leasehold Interests

    Licenses

    Patents

The philosophy of Brinig Taylor Zimmer is to provide thorough, objective valuation analyses of closely-held companies.

The firm accepts many of its valuation assignments by stipulation of the parties to a legal proceeding in which the value of a business entity is at issue. Brinig Taylor Zimmer has acted as an arbitrator of business valuation matters and has been appointed by the courts on many occasions. Business valuations prepared by Brinig Taylor Zimmer have been successfully defended in the courts many times.

Community Property Matters

The valuation of a business or professional practice in a community property division is a complicated process requiring a broad-based knowledge of the laws pertaining to community property business valuations. Although Brinig Taylor Zimmer does not render legal services, the firm has significant experience in community property assignments, including the valuation of non-salable professional goodwill and calculations relating to the allocation of business appreciation between community and separate property (Pereira and Van Camp analyses).

Expert Testimony

The principals at Brinig Taylor Zimmer have significant litigation experience. The firm's philosophy is to present credible, defensible solutions to financial and economic issues in concise reports or through expert testimony, if required. The use of courtroom-quality graphics helps to illustrate our findings in a readily understandable format.

Other Consulting Services

In addition to our other services, Brinig Taylor Zimmer can facilitate discovery, settlement negotiations and trial preparation by:

  • Providing economic research
  • Reviewing financial documents and selecting key items to be analyzed
  • Conducting quantitative analysis for settlement negotiations
  • Locating outside information sources
  • Preparing questions for and interpreting responses of other financial witnesses
  • Assisting in cross examination preparation
  • Critiquing opinions and providing rebuttal testimony