The Salter Group

Salter Group's Financial Services

Financial Opinions and Valuation Services

Since its formation, The Salter Group's services and core expertise has been providing independent financial opinions and valuations. The Salter Group is known for its strong capabilities in rendering objective financial and valuation opinions to purchasers, investors and lenders in a variety of M&A and financing transactions and has distinguished itself as one of the leading independent financial and strategic advisory firms with specialties in business and intangible asset valuations, financial opinions, financial and strategic analysis, forecasting and transaction support services.

In addition to business and intangible asset valuation opinions, we provide a variety of transaction based opinions (such as fairness, solvency and collateral valuation opinions), financial reporting based opinions (such as purchase price allocation, goodwill impairment and fund portfolio valuation opinions) and tax-related opinions (such as those concerning IRC Section 409A and SFAS 123R and estate and gift tax opinions).

With the benefit of over 650 completed projects representing over $55 billion in asset and transaction values across a broad range of industries, companies, intellectual property assets and transactions over the past six years, The Salter Group's professionals possess the requisite credentials and experience to defend our financial opinions. Moreover, by having professionals with the requisite combination of "expert witness" credentials and real world transactional experience, we are well-positioned to support the decisions made by our clients based on our opinions.

The Salter Group's Financial Opinions and Valuation Services include:
  • Transaction Based Opinions
    • Fairness Opinions
    • Solvency Opinions
    • Collateral Valuation Opinions
    • Intellectual Property and Intangible Asset Valuation Opinions
    • Going Concern Valuation Opinions
  • Financial Reporting Opinions
    • Purchase Price Allocation and Goodwill Impairment
    • Portfolio Valuations for Private Equity Funds, Hedge Funds, Banks and other Capital Market Constituents
  • Tax Planning and Reporting Opinions
    • Enterprise, minority interest and non-marketable minority interest business and asset valuations
    • Equity/Share Based Incentives and Compensation For Services - IRS Sec. 409A
    • Incentive compensation, options and "cheap stock" - SFAS 123R
    • Estate and Gift Tax Opinions