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The Financial Valuation Group


8074 North 56th Street
Tampa, Florida 33617
United States
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Practice Areas
Business Valuation, Financial Analysis, Intellectual Property, Mergers & Acquisitions
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The Financial Valuation Group

The Financial Valuation Group

The Financial Valuation Group of Florida, Inc. and The Financial Valuation Group of Ft. Lauderdale, Inc. (d/b/a/ The Financial Valuation Group) are forensic accounting, business valuation, and consulting services firms in Tampa and Ft. Lauderdale, Florida. 

Most of us recognize and respect value but few of us really know how it is established.  Yet, situations arise daily that demand accurate assessments.  In fact, countless business and financial transactions and other day-to-day events that affect millions of people hinge on the determination of value.

That's why our work is critically important, and why we never take it lightly.  We adhere to the ethical standards of the American Institute of Certified Public Accountants and the Accredited in Business Valuation (ABV) designation requirements.  Our most rigorous standards are self-imposed, and the findings of every engagement we undertake must survive the scrutiny of our strict review procedures.  In short, our work is a product of professionals who approach each project with care and 25 years of experience. 

As a result, we have earned the respect of hundreds of clients from coast to coast.  A wide variety of companies, attorneys, CPAs, professional practices, shareholders, banks and others have relied on FVG to appraise the value of a wide range of transactions and interests.  Likewise, our findings and opinions have been reviewed and accepted by:

  • Courts, including Federal District courts, Tax courts, and State Circuit courts
  • Government agencies, including the SEC
  • Accounting firms, including the Big 4 and 2nd-tier accounting firm

As an organization, we specialize in forensic accounting and business valuation.  We apply multidisciplinary skills in accounting, auditing, finance, and quantitative investigation to  the particular facts and scope of an engagement.


The scope of our services includes:

  • Corporate Securities
  • Closely Held Businesses

  • Partnership Interests

  • Business Operations-subsidiaries, divisions, profit centers

  • Intangible Assets-covenants not to compete, customer lists, contract rights and core deposits, and

  • Intellectual Property-patents, trademarks, trade names, software, copyrights and trade secrets

The pages listed on the left provide examples of the most common forensic accounting, business valuation, and consulting related services provided by our professionals.


Companies often need to have the company or a minority interest in the company valued for merger and acquisitions, tax reporting, financial reporting, joint ventures, or business planning purposes. Our experience includes:

  • Shareholder Liquidity Services
    • Valuations for Sale of Business or Division
    • Valuations for Mergers and Acquisitions
    • Valuations for Sales of Stock to an ESOP
    • Valuations for Life Insurance Funding
    • Valuations for Minority Shareholder Stock Repurchases
  • Corporate Transaction Services
    • Valuation for Purchase or Sale of Business or Division
    • Valuations of Incentive Stock Options
    • Fairness Opinions
    • Establishing Merger Exchange Ratios
    • Going Public/Going Private Transactions
  • Intellectual Property Services
    • Royalty Rate Studies
    • Technology Transfer Valuations (Section 482 Transfer Pricing)
    • Valuations for Sale/Licensing of Intellectual Property
  • Tax Related Services
    • Estate and Gift Tax Appraisals
    • Appraisals for Charitable Donations of Closely Held Securities
    • Review of IRS Valuations
    • Analysis of Minority Interest, Marketability, Blockage and Other Discounts
    • Valuation of Restricted Stock
    • Appraisals of Intangible Assets
    • Appraisals of Intellectual Property
    • Valuations for Section 482 Transfers (Transfer Pricing)
    • Valuations for S Corporation Elections
    • Valuations of Family Limited Partnerships and LLCs
    • Valuations of Contingent Purchase Prices
  • Accounting/SEC Review
    • Fair Value Measurement
    • Goodwill Impairment - FASB SFAS 142 & 144
    • Valuations of Stock Options
    • Purchase Price Allocations - FASB SFAS 141R & 157
    • Cheap Stock Valuations
    • In-process Research & Development Valuations
  •  Employee Stock Ownership Plans
    • Annual Appraisals for Plan Trustees
    • Fairness Opinions in ESOP Transactions


 If your valuation needs are not specifically listed, please feel free to contact us. Our professionals will be happy to discuss your needs and possibly refer you to an appropriate service provider if we are unable to provide the required services.


Our other services include:


Acquisition Services

We can provide the following buy-side services:

  • Develop an acquisition plan
  • Identify and approach candidates
  • Structure and negotiate the transaction
  • Finance and close the deal


Fair Value Education

The Financial Valuation Group offers tailored in-house education on fair value and the application of the fair value statement.  If you are interested in learning more about the classes we offer, please contact Michael Mard.


Intellectual  Property Services

In today's information age, strategies for managing a company's intellectual property are critical to corporate decision making. Intellectual property is becoming an increasingly larger part of our economy and are the value generators of the future. To sustain economic growth, companies will have to:

  • Identify all of their intellectual property
  • Measure the value of each individual intellectual property
  • Identify revenues and cash flow attributable to the intellectual property
  • Protect their intellectual property
  • Manage intellectual property registrations on a world wide basis
  • License intellectual property to and from third parties
  • Assure compliance with all agreements

Managing a company's intellectual property requires understanding value for sale/purchase transactions, licensing in or out, patent infringement litigation, strategic planning, or bankruptcy proceedings. Each of these valuation purposes depends on several critical variables which may include:

  • The appropriate standard (definition) or value which should be used (e.g., investment/strategic value, fair market value or fair value)
  • The appropriate premise of value which distinguishes going concern value or liquidation value
  • The projected economic benefit stream
  • Remaining economic life
  • The appropriate discount rate
  • The appropriate royalty rate
  • Any adjustments required by case law or supported by market research


Private Company Sales and Divestitures

At some point in the life cycle of a business, an owner of a private company may be interested in gaining liquidity of their largest asset, the stock of their company.  The Financial Valuation Group can assist in analyzing liquidity options and implementing the most effective strategy.  To this end, the following sell-side services are provided: 

  • Review shareholder goals
  • Analyze operating and financial characteristics of the company and determine a valuation range
  • Develop a marketing strategy for the sale, including timing consideration
  • Produce the selling memorandum
  • Generate the buyer list and contact each potential buyer
  • Develop a management presentation
  • Analyze offers - including price, structure, terms and conditions
  • Negotiate the purchase agreement
  • Assist in closing the transaction


Value Engineering

Value engineering is designed to aid owners and leaders in aligning business planning and operational execution by identifying the role of three key elements of a business (strategy, systems, and people), and managing these three elements synchronously.  Value engineering asserts the assumption that value creation is a holistic endeavor that requires:

  • A consistent approach to management planning, resource allocation, performance assessment, and communication
  • A management focus on and priority of value creation
  • Alignment of management action with strategic objectives and shareholder value
  • Strategic benchmarking to monitor the value creation process

Value engineering recognizes that different people in an organization make, at different times, different sets of business decisions.   The alignment process emphasizes that the decisions need to be coordinated to achieve maximum value.