What Makes a Valuation Analysis Cogent
In order for a valuation opinion to be accepted and relied upon, it must be supported by an analysis that is clear, logical and convincing. Too much is at stake in a corporate merger, acquisition, or buyout transaction to rely on a fairness or solvency opinion that is not well-grounded and conclusive. ESOP administrators and trustees require compelling, justifiable valuation opinions while accountants and other professionals must be provided with convincing and meaningful analyses to accept and rely on fair value opinions for financial reporting purposes. Valuation opinions for tax purposes must be anchored by a strong and persuasive analysis to withstand challenges from the IRS. Effective expert witness testimony or consultation on valuation issues in a litigation setting require clear, logical, and convincing opinions supported by powerful and impactful analyses. In a word, business valuation opinions in a variety of contexts must be Cogent.
Who We Are
Cogent Valuation is a nationally recognized full service business valuation firm that has provided independent valuation and financial advisory opinions in thousands of situations since 1991. These assignments include the valuation of companies and pass-through entities, their securities, and their intangible assets ranging in size from small, closely-held businesses and start-ups, to corporations with market values over a billion dollars, covering almost every industry and all types of transactions. With the collective backgrounds of our managing directors and professional staff, Cogent Valuation brings substantial large deal experience to bear on our middle market transaction opinions. Cogent Valuation utilizes proprietary research, intensive due diligence, and the experience and insights of its professionals to produce thoughtful, well-documented opinions that have consistently withstood the scrutiny of clients and their advisors, investors, regulators, and courts.
How We Are Different
No other valuation firm will provide the same level of professional experience in staffing your project. The five managing directors of Cogent Valuation are hands on managers with an average of over 30 years of full time valuation experience. Our professional staff is comprised of highly experienced Accredited Senior Appraisers (ASAs) with the American Society of Appraisers and several Chartered Financial Analysts (CFAs), most of whom have been with us for over 10 years. With Cogent Valuation, your project will be given the high level of attention and care it deserves.
2020 Career Opportunity
Cogent Valuation in San Francisco is seeking one Vice President with five to seven years of extensive financial analysis and financial modeling experience including complex discounted cash flow waterfalls and equity allocation. Candidates should be experienced with valuations for purposes of: FASB ASC 350, FASB ASC 718, FASB ASC 805, FASB ASC 820 and IRC 409A. Candidates must have a Bachelor’s degree in Finance or Accounting and proven proficiency in MS Word processing and Excel spreadsheet applications, including advanced functions such as graphics, pivot tables, macros and database management. Excellent oral and written communication skills are required. Highly developed knowledge of capital markets and finance theories such as present values theory/cash flow analysis and accounting principles accompanied by work experience demonstrating financial modeling and analysis, corporate finance, or budgeting and planning skills are highly required. ASA, CFA, CPA, or ABV credentials are preferred.
The Vice President is integral to a team of finance professionals that undertake projects in connection with Enterprise and IP valuations and fairness opinions, securities design, equity allocation, and transactional analysis of private and public companies, partnerships, and private equity funds. The primary responsibilities of the Vice President are: securities analysis, discounted cash flow modeling, financial statement analysis, equity allocation, deliverable drafting, and financial analyst training.
Additional responsibilities include the support of the Managing Director in managing projects; communicating with clients and their representatives; reviewing client information and creating due diligence materials; researching, reviewing and analyzing relevant company, industry, transaction and economic data; creating valuation models; reconciling valuation indications and presenting to senior staff; authoring valuation reports; and reporting project progress and issues. The successful candidate will have a range of experience from having worked on a variety of engagements including: technology and life sciences, asset holding pass through entities, fairness opinions, carried interests, equity allocation, and early-stage through mature companies.