Explore Citrin Cooperman’s Valuation Advisory Services.

1. INTRODUCTION TO CITRIN COOPERMAN’S
VALUATION ADVISORY SERVICES
CITRINCOOPERMAN.COM

2. Our goal is to provide quality, defendable, and
meaningful valuations to accurately reflect our
clients assets and transactions while building
longstanding relationships and comprehensive
support.
Our team works closely with business owners,
financial and strategic buyers, corporate and
litigation counsel, and internal financial teams
to ensure we understand your goals and
strategies and work to provide supportable and
well thought out analysis to help you complete
your transaction, strategic plan, navigate the
legal process or just understand the value of
what you own.
Along with performing independent and
objective valuations, our team uses its
extensive knowledge, analytical skills,
reasoned judgement, modern technology and
industry experience to provide you with sound
guidance and clear results that can withstand
the upmost scrutiny no matter what is driving
your need to understand value.
Taking a multidisciplinary approach is our forte
and our team is comprised of an impressive
combination of professionals with a wide depth
of experiences in an array of industries. Our
firm’s expansive industry-specific resources
bring further clarity to our clients‘ issues and
our valuations have weathered regulatory and
court scrutiny. We are experts in a multitude of
industry including but not limited to alternative
investment funds (HF, VC, PE) , music and
entertainment, healthcare, hospitality,
franchising, staffing, various service
companies, manufacturing & distribution, along
with intellectual property and intangible assets.
PROFESSIONAL ACCREDITATIONS
Certified Public Accountants (CPA)
Chartered Financial Analysts (CFA)
Business Valuations (ABV)
Accredited Senior Appraisers (ASA)
Certified Valuation Analysts (CVA)
Attorneys (JD)
Citrin Cooperman’s Valuation Advisory Services
VALUATION SERVICES
 Divorce
 Shareholder Dispute
 Business Interruption
 Securities Fraud
 Civil Litigation
 Criminal Investigations
 IP Infringement
 Wrongful Termination
 Strategic and Business
Planning
 Mergers & Acquisitions
 Exit Strategy
Financial Reporting
 ASC 718
 ASC 805
 ASC 820
 ASC 350 & 360
Tax
 Gift & Estate Values
 409a Compliance,
83b Elections
 Charitable Donations
 Expatriation &
Foreign Tax
Overview
LITIGATION
COMPLIANCE
CONSULTING
 Capital Raises, Roll ups,
Restructuring
 Bankruptcy
 Internal Investigations
 Cash Flow Modeling

3. Citrin Cooperman’s Valuation Advisory Services
EQUITY
 Common Stock
 Preferred Stock
 Options
 Warrants & Rights
 Restricted Stock
 SARs
 Phantom Stock
 Carried Interest
 Complex Securities
 Vanilla
 Convertible
 Hybrids
 Earn-outs
 Notes Receivable
 Operating:
– Established
– Newly formed
– Start-ups
 Asset Holding:
– Real Estate
– Securities
– IP/Rights
– Royalties
INTELLECTUAL PROPERTY
 Trademarks
 Music and other Copyrights
 Patents
 Software
 Technology
 Goodwill
 Workforce
 Non-Competes
 Licenses
 Customer Relationships
BUSINESS
How We Help
DEBT

4. At Citrin Cooperman,
we offer a wide range of
assurance, tax, and
advisory services to meet
the business and
personal needs of our
clients.
ASSURANCE
AUDIT AND ATTEST
• Agreed-Upon Procedures
• Employee Benefit Plan Audit
• Financial Statement Audit
• Public Company Audit Services
• Reviews and Compilations
• Royalty Audit, Compliance, and
Consulting
ACCOUNTING ADVISORY
SERVICES
• Business Combinations
• Going Public Readiness
• Lease Accounting
• Revenue Recognition
TAX
COMMERCIAL TAX SERVICES
• Federal Tax Policy
• IRS Representation and Tax
Controversies
• Mergers and Acquisitions Tax
• Not-for-Profit Tax
• Tax Accounting and Provisions
• Tax Compliance
• Tax Research and Planning
INTERNATIONAL TAXATION
SERVICES
• Transfer Pricing
STATE AND LOCAL TAX
(SALT)
PRIVATE CLIENT SERVICES
• High Net Worth Individuals
• Offshore Voluntary Disclosure
• Tax Compliance
• Trust and Estate Services
ADVISORY
BUSINESS CONSULTING
• Business Management and
Family Office
• Healthcare Advisory
• IT Business Advisory Services
• Strategy and Business
Transformation
BUSINESS PROCESS
OUTSOURCING
• Finance and Operations
• Outsourced IT and Advisory
Services
TECHNOLOGY, RISK
ADVISORY, AND
CYBERSECURITY (TRAC)
• IT Risk, Cybersecurity &
Privacy Services
• Risk Advisory Services
TRANSACTION SPECIALTY
SOLUTIONS
• Bankruptcy and Restructuring
Services
• Forensic and Litigation Services
• Transaction Advisory Services
• Valuation Advisory Services
WEALTH MANAGEMENT
AND INVESTMENT ADVISORY
SERVICES
• Architecture and Engineering​
• Automotive Dealerships​
• Cannabis Advisory Services​
• Construction​
• Entertainment, Music, and
Sports​
• Financial Services​
Broker-Dealers​
Hedge Funds​
• Franchising​
• Government​
• Government Contracting​
• Healthcare​
• Law Firms​
• ​Manufacturing and Distribution​
• Maritime, Shipping, and
Logistics​
• Not-For-Profit​
• Private Equity and Capital
Markets​
• Professional Services​
• Real Estate​
• Restaurants and Hospitality​
• Staffing​
• Technology and Life Sciences​
Blockchain, Cryptocurrency,​
and Tokens
Sports Tech​
Industries We Serve
Firm Offerings
Citrin Cooperman’s Valuation Advisory Services