James Kim provides valuations of closely-held businesses, business interests, intangible assets, intellectual property, financial instruments, equity and debt investments, contingent consideration, and derivatives (including stock options and option-embedded securities). These valuations are conducted for a variety of purposes including mergers and acquisitions, financial reporting, litigation support, strategic planning, and tax planning and reporting.
James Kim
ASA, Director – Valuation Advisory Services – CohnReznick Advisory LLC
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James+Kim [email protected]Experience and credentials
Common stock valuations for tax planning and financial reporting to comply with Internal Revenue Code Section 409A and FASB ASC Topic 718 regulations
Venture capital portfolio valuations, including controlling and minority interests, in accordance with FASB ASC 820 and ASC 946: Fair Value Measurements and Disclosures
Purchase price allocations and impairment analyses to comply with FASB ASC 805: Business Combinations, FASB ASC 350: Intangibles – Goodwill and Other, and FASB ASC 360: Property, Plant, and Equipment
Valuation analysis for tax planning and compliance including appraisals performed for estate and gift tax reporting and domestic and international tax planning (reorganizations, restructuring, ownership/control changes, etc.)
Valuation consulting for business acquisitions and strategic management planning
Valuation of capital and carried interests, debt instruments, convertible notes, and other equity investments
Valuation of closely-held businesses for dispute and litigation purposes as well as qualified small business stock (QSBS) purposes
Audit assistance in review of valuation work performed by management and third-party specialists for financial reporting requirements
Buy-side due diligence engagements related to quality of projections and in-depth analysis of drivers of value and economics
Previous experience working in the valuation services group of two global tax and accounting firms
Education
B.S., Economics (Finance and Marketing Concentration) – The Wharton School at the University of Pennsylvania
Professional affiliations
American Society of Appraisers
Association for Corporate Growth
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