Fairness opinions are closely related to business valuations.

When a business is involved in a merger, acquisition, ESOP transaction, or when a public company goes private, a fairness opinion provides a level of assurance that the transaction is fair to all parties involved. The Herbein valuation team provides fairness opinions that discuss price, terms, and unique characteristics of a transaction that impact the economics of a deal.

While no federal laws or government agencies strictly require fairness opinions, they are widely considered a best practice and an effective risk management tool. Given by an independent, experienced professional, fairness opinions offer a shield against shareholder dissension by speaking to the financial fairness of a deal.

Our valuation team issues fairness opinions to shareholders, fiduciaries, ESOP participants, and special committees appointed by boards of directors.

For more information, we invite you to call or contact us for a free consultation.