Blue Spruce Valuation Services writes independent, unbiased Valuation Reports enabling compliance with IRS code and Inter-Agency Leveraged Lending Guidelines provided to FDIC, OCC, and FRB regulated entities.
Valuation Service
Customer Type
Company Enterprise Valuations
Blue Spruce Valuations Services (BSVS) has created proprietary valuation models built according to best practices in the valuations industry, and in compliance with regulatory agencies. Our reports are rich with useful financial analysis and can also be used for strategic decision making.
Portfolio Valuations
Credit Portfolios
BSVS performs cash flow loan, asset based loan, consumer based lending portfolios, and structured finance portfolios for finance companies and commercial banks. We can provide independent mark to market reporting at quarter or year end, and strike a valuation in the event of a portfolio transfer.
Private Equity or VC Portfolios
BSVS performs valuations on portfolios of control equity or minority equity positions.
Contract Valuations
BSVS creates bespoke analyses to calculate the overall value of esoteric commercial contracts. In our models, we capture and calculate all sources of value ceded or gained in the contract and include it in our valuation analysis.
Litigation Support
Our valuation professionals consult and develop Valuation Reports that can be used depended on in litigation. Our credentialed and diverse experience enables us to provide direct expert witness testimony to support a wide range of financial and business matters.
Our extensive background as operators, investors and valuations experts lend an air of credibility that is tough to find from more academic service providers. Our background as investment research analysts also makes it easy for us to provide our attorney clients with clear talking points to help them build their argument.
Commercial Banks
Independent Enterprise Valuation reports on commercial borrowers enable our commercial banking customers to put an appraisal in the credit file, which was authored neither by origination or credit underwriting departments. This independence is integral to compliance with the Inter-Agency Leveraged Lending Guidelines, ensuring a smooth bank examination by the regulatory body. The service is used by banks for:
Bank examination preparation
Independent credit underwriting
Operating Businesses
Management teams engage BSVS to provide valuation reporting so they have independent analysis of their Company that may be utilized for:
Preparing for a company sale
Evaluating an acquisition or divestiture
Strategic finance planning
409(a) Equity awards
Commercial contract valuation
Investment Funds
Debt investment funds, private equity funds, venture capital funds, hedge funds and family offices may engage BSVS to:
Value an entire debt portfolio
Value an entire equity portfolio
Provide marks to market on specific portfolio companies
Family Estates
Establish the fair market valuation of business interests to be transferred in the event of gift or death, for:
Gift tax planning
Estate tax planning
Law Firms
Provide clear and concise Independent Valuation Report that also articulates the seminal issues in a plain manner for court staff or the jury to understand intuitively.
Commercial litigation
Matrimonial litigation
Tax defense