California Valuation Group, LLC

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CALIFORNIA

VALUATION GROUP, LLC

Business and Intangible Asset Valuation Services

OUR COMPANY

About CVG

California Valuation Group, LLC ("CVG") is a boutique valuation advisory firm that provides objective and independent business valuation and related financial advisory services to middle-market companies in the California marketplace.

California Valuation Group, LLC was formed in 2013 with a goal to provide its clients with a portfolio of valuation advisory services that satisfies the needs of such clients from both a strategic perspective and a compliance perspective. In order to achieve this goal, we focus on valuation advisory services in which we have significant experience. By focusing on valuation advisory services in which we have significant experience, we are able to provide our clients with objective, independent, and value-added valuation advisory services that consistently withstand scrutiny from both accounting and legal professionals as well as from governmental authorities.

Why CVG

California Valuation Group, LLC is uniquely positioned to provide its clients with the technical expertise of a national consulting firm and the senior-level attention to detail of a boutique consulting firm. California Valuation Group, LLC is comprised of seasoned, fully-credentialed valuation professionals with significant experience serving clients and their advisors across the spectrum of valuation disciplines within both national-and boutique-firm settings. Our experience provides us the ability to comprehensively analyze each engagement and to effectively execute each engagement in the most efficient manner possible. Because of our ability to efficiently analyze and execute each valuation engagement, we are able provide a cost-effective, value-additive solution that benefits our clients and their advisors.

our company

SERVICES

California Valuation Group, LLC provides a broad array of valuation advisory services in which its professional have significant experience. By focusing on engagements in which we have significant experience, we are able to consistently deliver relevant, value-added analyses that assist business owners and their advisors.

TAX

Gift and Estate
Charitable Contribution
IRC Section 409A
C-Corporation to S-Corporation
Corporate Restructuring

FINANCIAL REPORTING

ASC 350 - Goodwill Impairment
ASC 718 - Equity Compensation
ASC 805 - Purchase Allocation

EMPLOYEE STOCK OWNERSHIP PLANS

CORPORATE PLANNING

FINANCIAL OPINIONS

MARITAL DISSOLUTION

MERGERS & ACQUISITIONS

ECONOMIC DAMAGES

services

TEAM

Ryan Forbes, ASA
Managing Member

Tel: (818) 390-7585

rforbes@calvalgroup.com

Ryan M. Forbes has over 14 years of professional experience in the business valuation profession, and he has valued hundreds of businesses in various industries, including: software, consumer electronics, vitamins and supplements, transportation, liquor distribution, and real estate.

Mr. Forbes began his professional valuation career at Higgins, Marcus & Lovett, Inc., a boutique business valuation firm. While at Higgins, Marcus, & Lovett, Inc., Mr. Forbes focused on the valuation of closely held businesses for a variety of tax compliance purposes. Mr. Forbes continued his professional career at both KPMG LLP and Singer Lewak LLP. During his tenure at both KPMG and Singer Lewak, Mr. Forbes provided business valuations for both financial reporting and tax compliance issues. Subsequent to his employment at Singer Lewak, Mr. Forbes served as vice president at The Corporate Development Team, a start-up corporate development firm focused on buy-side M&A analysis for closely held companies. Mr. Forbes currently serves as managing director of California Valuation Group, LLC. In addition, Mr. Forbes also serves as an adjunct professor of finance at the Graziadio School of Business at Pepperdine University. Prior to his career in business valuation, Mr. Forbes was employed as a consultant at a regulatory financial consulting firm.

Mr. Forbes graduated magna cum laude from the College of Notre Dame with a Bachelor of Science in Business Administration. Mr. Forbes graduated summa cum laude from the University of California at Los Angeles with a Certificate in Finance, and graduated summa cum laude from the Kelley School of Business at Indiana University Bloomington with a Master of Science in Finance. During his academic career, Mr. Forbes assisted professors with various types of financial projects and was invited to speak as a guest lecturer on the subject of business valuation. Mr. Forbes holds the designation of Accredited Senior Appraiser with a discipline in Business Valuation from the American Society of Appraisers. Mr. Forbes also holds the designation of Certified Merger & Acquisition Advisor from the Alliance of Merger & Acquisition Advisors.

David Sabourin, CFA

Managing Director

Tel: (818) 515-3283

dsabourin@calvalgroup.com

David J. Sabourin is a managing director at California Valuation Group, LLC. Mr. Sabourin has 28 years of experience as a financial analyst. Mr. Sabourin has appraised hundreds of businesses in a wide array of industries, including: real estate, food and agriculture, public utilities, manufacturing, retail, and technology.

Mr. Sabourin earned a Bachelor of Science in Commerce for finance at Santa Clara University. Mr. Sabourin holds the Chartered Financial Analyst designation and is a member of the Institute of Business Appraisers and the CFA Society of Los Angeles.

Prior to joining California Valuation Group, LLC, Mr. Sabourin was a Senior Manager at the business valuation firm of Higgins, Marcus & Lovett, Inc., which he joined in 1999. Prior to that he was an Equity Analyst and Assistant Vice President at The TCW Group, Inc., an investment management company.

team

VALUATION PROCESS

While the valuation approaches and methodologies used to determine the values of assets and businesses vary depending upon the type of asset or business valued, the process followed to determine the values of such assets and businesses is typically the same, regardless of the type of asset or business valued.

California Valuation Group, LLC follows a systematic approach when performing each valuation engagement. This systematic approach is used in order to maximize efficiency with respect to the execution of the engagement. By establishing the requirements of the engagement at the onset, our team can quickly determine what documents are needed and request these documents. Once received, our team can then use these documents to analyze the asset or business, and then determine the most appropriate valuation approaches to use. Finally, deliverables can be prepared and finalized. A significant advantage of this approach is that it provides the opportunity for continuous internal review, and discussions with clients and advisors.

valuation process

CONTACT