Valuation

Valuation Advisory Services

With expert valuations from our experienced team of professionals, you can make informed decisions that elevate your transactional and reporting activities. Using thorough expertise and deep Valuation knowledge, we create timely, defensible, and high-quality work products.

Capability hero

Opportune provides best-in-class valuation advisory services tailored to your company’s needs. We combine deep industry operational knowledge with Big 4-level technical accounting expertise to deliver independent opinions that withstand scrutiny from auditors, the SEC, and the IRS.

From acquisition and divestiture planning to complex litigation support, our senior-led teams help clients navigate a broad range of valuation needs.

Acquisition and Divestiture Planning

We work alongside company management to value their businesses and/or assets, helping them make informed, defensible decisions about the future of their business. We provide preliminary financial modeling to inform bid pricing and accretion/dilution analysis. We can provide Board-ready materials that translate complex valuation work into clear narratives and support management in making and supporting their financial decisions. 

Transaction Opinions & Corporate Finance

We provide the financial clarity Boards of Directors and Special Committees need to fulfill their fiduciary duties during pivotal transactions.

  • Fairness Opinions: Independent assessment of the financial fairness of a proposed transaction.
  • Solvency Opinions: Analysis required for dividend recapitalizations, spin-offs, and leveraged buyouts.

Dispute Resolution & Litigation Support

We serve as trusted advisors, offering consulting and expert witnesses in high-stakes commercial and financial disputes. When these disputes escalate to litigation or regulatory proceedings, the financial stakes often hinge on what something is worth. We provide rigorous, defensible analyses and work with legal counsel to translate complex financial analysis into clear, credible testimony and expert reports. Whether you are dealing with bankruptcy or distressed asset valuation, shareholder disputes, or commercial damages, our valuation experts have the knowledge, technical depth, and litigation-tested judgment to cut through complexity and deliver opinions you can rely on.

Bank Collateral Valuations

We provide independent, credible valuations of assets pledged against loans, ensuring lenders have accurate and reliable assessments of the collateral securing their debt. Whether supporting routine loan underwriting, portfolio monitoring, or distressed situations, rigorous collateral valuation is a cornerstone of the lending process, and our valuation team has the expertise and deep knowledge to provide robust valuations that can be readily relied upon.

FAQs

In general, public and private company valuations are very similar and utilize the same valuation methodologies and approaches. However, private company valuations may also deal with adjustments that do not apply to public companies — including discounts for lack of marketability, the normalization of owner compensation and related-party transactions, and the absence of audited financials in some cases. While these are not drastic differences, being aware of the complexities of valuing public versus private companies is incredibly important.

Litigation valuations arise across a wide range of disputes, including shareholder and partner disputes, breach of contract and lost profits claims, intellectual property infringement, employment and wrongful termination damages, fraud and financial misconduct cases, bankruptcy and insolvency proceedings, marital dissolution involving business interests, and post-M&A disputes such as purchase price adjustments and earn-out disagreements.

A Fairness Opinion assesses whether the price offered in a transaction is fair from a financial perspective, thereby protecting the Board's decision-making process. A Solvency Opinion confirms that a company will remain solvent (able to pay debts and operate) after a leveraged transaction, such as a dividend recapitalization, protecting creditors and directors.