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Fairness Opinions

what we offer

  • Formal valuations or "Full Appraisals" are long-form reports that are usually required for IRS-related appraisals (gift and estate taxes) or where there is a likelihood that the report will be used in a legal setting (divorces, stockholder disputes, damage cases, etc.).
  • Informal valuations, usually presented in the form of an opinion letter, are prepared for internal planning and all other purposes.

how you benefit

FMI’s uniqueness and ultimate credibility in its valuation services are based on its construction industry specialization and extensive experience in buying and selling construction companies through its investment banking services.

business valuations are performed for many reasons, including:

  • Estate & Gift Tax Planning and Filings
  • Employee Stock Ownership Plans (ESOPs)
  • Marital Dissolution
  • Buy/Sell Agreements
  • Mergers & Acquisitions
  • C to S Corp. Conversion
  • Succession Planning
  • Minority Stockholder Disputes
  • Shareholder buyouts
  • Stock Option & Stock Grant Plans
  • Goodwill and Intagible Asset Impairment Tests
  • Business Interruption/Damage Assesment
  • Bankruptcy & Solvency Opinions
  • Fairness Opinions
  • Personal Financial Management (Just want to know what it's worth)

"We brought in FMI when things were really going well to make sure we continued doing well. We were looking for ways to make the most of the resources under our stewardship and FMI understood that. We’re now a better company; we derive strength from one-another and have a higher level of confidence that we’re thinking things through and moving in the right direction."

- Rich Weeks, President and CEO, Weeks Marine

Want to know more?