Business Valuation, Capitol Stock Valuation, and Intangible Asset Valuation Services

L.T. Annum’s financial valuation professionals have experience in a variety of complex valuation issues.  The senior professionals each have over 25 years of financial analysis experience.  Our expertise lies not only in our ability to provide accepted valuation analysis, but also in-depth analysis.  Our professionals hold the designations of Accredited Senior Appraiser with the American Society of Appraisers (ASA) and Chartered Financial Analyst (CFA).

L.T. Annum provides objective comprehensive valuations.  At L.T. Annum we dedicate ourselves to providing accurate and timely reporting on which clients and any third-party intermediary can rely.

L.T. Annum’s professionals have valued entities ranging in value from under $100,000 to over $5 billion.  Clients consist of public and privately-held companies where our professionals have done valuations for strategic and financial planning, reporting, transactional, and tax purposes.  The boutique nature of L.T. Annum allows the client to work directly with the senior professionals involved in and responsible for the analysis.  

L.T. Annum’s expertise in financial valuations includes the valuation of the following:

• Stockholders’ Equity, including Common and Preferred Stock and Majority and Minority Shares
• Business Enterprise Value
• Intellectual Property and Intangible Assets, including customer lists, trade names, specific technologies, computer software, medical records, Certificate of Needs (CON), assembled work force
• Stock Options and Warrants
• Account Receivable Studies

L.T. Annum has completed valuations for the following purposes:

• Merger and Acquisitions
• Corporate Planning
• Tax Planning
• Purcahse Price Allocations (SFAS 141)
• Goodwill Impairment Studies (SFAS 142)
• Accounting for the Impairment of Long-Lived Assets (SFAS 144)
• Divestiture Planning
• Estate Planning
• Fairness Opinions
• Litigation Support
• Restricted Stock Studies
• Cheap Stock Studies
• Employee Stock Ownership Plans (ESOP)