Business Enterprise/Stockholders’ Equity Valuations

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Principle Valuation has extensive experience providing business enterprise and stockholders’ equity valuations.  The business enterprise consists of the valuation of the entire entity and represents the sum of the debt-free working capital, fixed assets, and the intangible assets.

Our team of experts can value the overall enterprise utilizing the income and market approaches, as well as the individual assets for a cost approach.  Considerations in the valuation include majority and minority equity interests, including discounts for the minority interest and lack of marketability.

Principle Valuation has performed business enterprise valuations and stockholders’ equity valuations for:

  • Mergers and acquisitions
  • Joint venture/Partnership formations, unwinds and divestiture
  • Regulatory compliance
  • Tax and accounting issues
  • Management planning
  • Litigation support
  • Estate planning
  • Fairness opinions

Healthcare and seniors housing entities turn to us for business enterprise and stockholders’ equity valuations because:

  • They trust that our valuations will be accurate and fair, and will be performed in a timely manner
  • Our professional staff have specific expertise in all healthcare and seniors housing asset classes, including real estate (land and improvements), equipment, intangible assets and business enterprises

Projects

  • Fairness opinions – Prepared independent fairness opinions for three regional hospitals being acquired by a public healthcare company that required approval of the State Attorney General
  • Valuation of a minority equity interest for acquisition of an ambulatory surgery center by a hospital system
  • Valuation of the joint venture partnership interest on a majority and minority basis of an imaging center for potential acquisition by the other partners

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Our clients have used Principle Valuation for valuations for purchase and sale transactions, compensation relationships, and support for tax purposes. They do straightforward and intelligent work, and are very responsive.

Scott Becker, Partner, McGuire Woods

We selected Principle because of their experience and reputation in the market. They are very knowledgeable about the industry, and particularly HUD financing. They were very thorough and hit their deadlines. Their appraisal went through HUD with no issues, which also made the borrower very happy.

Ken Buchanan, Senior Vice President and Chief Underwriter (Eastern Region), Walker Dunlop

Principle Valuation provides excellent valuations for ongoing healthcare enterprises, as well as placing values on the individual assets. They are very timely, reliable, have a solid understanding of the regulatory implications of their work, and are authoritative in the way they present their information.

Mike Anthony, Partner, McDermott, Will & Emery

Principle Valuation is far superior to any other valuation firm we have worked with. They are knowledgeable about businesses, real estate and equipment. And their reports are always right the first time.

Ken Doran, President and CEO, Spectrum Heatlh Partners

Contact

190 South La Salle Street, Suite 2900
Chicago, IL 60603
312.422.1010
info@principlevaluation.com