Perlinski & Company has the technical resources and experience to guide you through the complexities of today's marketplace. An independent financial consultant, we can determine the value of your company in total or its individual assets. We then offer strategic advice on where and how to use those assets for maximum growth potential.

Our teams are comprised of seasoned valuation professionals - experts who speak the language of your industry or practice; who grasp its nature, subtleties and dynamics; and who understand your unique concerns. We take great pride in our people, our independence and our ability to remain on the cutting edge of issues affecting our clients.



Valuation

We offer four valuation levels. Each level is increasingly more detailed and more comprehensive. You can pick the level of valuation that fits your needs.

Level I - The Market Compass

Our Market Compass Report is a more in-depth study of your company based on market transactions of comparable companies in your industry. It is an excellent weather-gauge for smaller companies seeking equity financing or companies trying to determine if the time is right to sell. Further, it can be used as an Indication of Value for other purposes.

Level II - The Value Estimator

The Value Estimator adds to the Market Compass by including more economic, industry and company information in addition to enhanced valuation calculations. It can provide the basis for developing a comprehensive capitalization strategy; determine value for potential M&A targets and other purposes.

Level III - The Certified Valuation

The Certified Valuation is the gold-standard service used to value your company. We perform an in-depth valuation analysis of your entire company or a portion of its assets value. The Valuation Analysis is recommended when negotiating a sale, performing due diligence on an acquisition, when preparing a PPM, for litigation support, estate and other tax related needs.

IRS Section 409A Valuation

Perlinski & Company assists companies fulfill the requirements of Section 409A of the Internal Revenue Code regarding the valuation of stock options and other forms of deferred compensation. A rigorous and independent valuation mitigates the risk that employees will be responsible for tax penalties related to receiving undervalued stock options. Furthermore, investors and potential buyers increasingly want assurances that companies are 409A compliant. Our market knowledge and experience in valuing diverse businesses makes us the perfect independent appraiser to assist you in satisfying these new IRS regulations.

Disclaimer

This information is for general guidance only. The application and impact of laws can vary widely based on the specific facts involved. Given the changing nature of laws, rules and regualtions there may be omissions or inaccuracies in this document. This document is not a substitute for consultation with professional accounting, tax, legal or other competent advisors.


Contact
30025 Alicia Parkway, #107
Laguna Niguel, California 92677 USA
tel: (001) 949.388.9747
client.inquiry@perlinskico.com

Food for thought

Entrepreneurs and their small enterprises are responsible for almost all the economic growth in the United States - Ronald Reagan
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