Fairness Opinions by Transaction Capital LLC
Our specialty at Transaction Capital LLC is providing independent Attestation Letters that adhere to IRS regulations. These letters result from a comprehensive review of your company’s corporate structure, tax history, and stock issuances. Whether you are an investor pursuing the capital gains exemption or a startup preparing for an exit, our experienced staff collaborates with you.
We ensure a smooth attestation process for your QSBS needs with business valuation services that fully comply with IRS guidelines.
What Is a Fairness Opinion?
A fairness opinion is an expert, independent assessment that establishes whether a transaction’s financial conditions are equitable for all parties involved, particularly shareholders. Transaction Capital LLC provides fairness evaluations for:
- Mergers and acquisitions
- Recapitalizations
- Management buyouts
- Control transactions
In high-stakes transactions, our fairness opinion services provide transparency and compliance while assisting executives and boards in fulfilling their fiduciary responsibilities.
Years of Experience
Successful Projects
The Significance of a Fairness Opinion
When Is the Right Time to Get a Fairness Opinion?
- Change of Control
Mergers or acquisitions that transfer majority ownership. - Management Buyouts (MBOs)
When insiders take ownership. - Shareholder Approval Deals
Particularly those involving diverse investor bases. - Public Company Transactions
A High-Risk Environment for Disclosure and Governance - Private Deals in Conflict
Having insiders or board members on both sides - Cash vs. Rollover Options
Assisting investors in making decisions about reinvestment or liquidity - Adviser-Led Secondary
When the SEC Requires Independent Valuation Input
Our Process for Delivering a Defensible Fairness Opinion
Transaction Review
Independent Valuation
Market Testing
Final Opinion Letter
We Promise:
- Complete Independence:
Complete autonomy from all parties involved in the transaction.
- Audit-Ready Reports:
Reports that can withstand an audit with complete transparency.
- Regulatory Compliance:
Disclosures that comply with regulations, even for private companies.
What a Fairness Opinion Does and Does Not Include
A Fairness Opinion Does:
- Evaluate a deal’s financial fairness.
- Encourage decisions at the board level.
- Serve as a means of communication with interested parties
A Fairness Opinion Does Not:
- Suggest whether to accept or reject the deal.
- Substitute legal examination or due diligence.
- Provide a credit risk or solvency study.
What Makes Transaction Capital LLC the Best Option?
Stay Ahead With Expert Insights
Thousands of Estates Protected. One Standard of Quality.
Join thousands of families, business owners, and estate professionals who rely on Transaction Capital LLC for gift and estate tax valuations that hold up when it matters most - in IRS examinations, in court, and in front of the attorneys reviewing your plan.
