Services

Fountainhead Advisors offers a broad range of valuation services, including gift, estate, and income tax valuation; buy-sell agreement valuation and advisory; financial reporting valuation; and corporate valuation. Fountainhead Advisors can also assist clients with transaction advisory, fairness opinions, and strategic and management planning services. Each of our senior professionals holds the ASA designation, which is representative of the highest standards in the business valuation field.

Tax and IRS Related Valuation

At Fountainhead Advisors, our valuation reports provide the critical rationale and documentation needed to support our opinions of value to the IRS for following tax-related purposes:

  • Estate Tax Planning and Compliance
  • Gift Tax Planning and Compliance
  • Family Limited Partnerships & Other Pass Through Entities
  • ESOP Planning & Compliance
  • IRC Section 409A Common Stock Compliance
  • C Corp to S Corp Conversions
  • IRC Section 338 Purchase Price Allocations
  • Tax Restructuring & Reorganizations

Transaction Valuation

Our principals leverage our valuation and investment banking experience to advise clients throughout the transaction process. At Fountainhead Advisors, we can help with the following transaction-related valuation services:

  • Merger and Acquisition
  • Strategic Planning
  • Management Planning
  • Business Sale, Purchase and Merger
  • Fairness Opinions

Financial Reporting Valuation

Fountainhead Advisors’ professionals have extensive experience providing fair value opinions that satisfy the scrutiny of auditors, the SEC, and other regulatory bodies. Our experience includes fair value issues related to public and private companies, financial institutions, private equity firms, start-up enterprises, and other closely held businesses including:

  • Purchase Price Allocation – ASC 805
  • Impairment Testing – ASC 350 & 360
  • Stock Compensation – ASC 718
  • Fresh Start Accounting – AICPA SOP 90-7
  • Portfolio Valuation – ASC 820
  • Derivative Security Valuation – ASC 815

Transition Planning

Planning for smooth and successful exit from a company includes forward thinking. At Fountainhead Advisors, we help clients structure and execute thoughtful ownership agreements or review current agreements including:

  • Buy-Sell Agreements
  • Exit/Succession Planning
  • Divestiture and Redemptions of Shareholder, Partner or Member Interests
  • Value Enhancement