Experience

Rubicon Valuation specializes in:

•Employee Stock Ownership Plan valuations and consulting;
•Equity and financial asset appraisal;
•Technology valuation;
•Options analysis and valuation; and
•Dispute resolution.

We provide "fair market value" analysis and conclusions.

For financial appraisal purposes, we typically provide a report-style work-product to fulfill our clients’ transaction and financial reporting regulatory requirements. For financial consulting purposes, we offer limited-scope analysis, with verbal or letter, and exhibit documentation services.

Our work history involves ongoing annual ESOP and options engagements and specialty financial valuation/consulting for dispute, equity, financial and intangible assets, and technology related engagements.

The ne plus ultra of a thorough financial valuation analysis is always distinguished by:

•Completeness of scope
•Adequacy and relevance of data and adjustments
•Appropriateness of appraisal methods and techniques

Representative Ongoing Engagements

Representative Prior Engagements