Roger Winsby's Contact Details

Roger Winsby's Company Details

Axiom Valuation Solutions

Wakefield, MA, US • 10 - 19 Employees
Financial Services

We offer expert valuation services globally across all industries. We provide standard business valuation services for privately held businesses for acquisition or divestiture; for estate tax and gift tax returns; for business succession or buy-sell agreements; for owner buy-outs; for various IRS purposes; for valuing Employee Stock Ownership Plans; for valuing phantom stock or stock appreciation rights plans; and for valuing minority or non-managing member or limited partnership interests in corporations, LLCs, or limited partnerships. We provide comprehensive valuation for financial reporting services, including: Purchase Price Allocation of Intangibles, Tangibles and Goodwill for ASC 805/ FAS 141R, ASC 350/FAS 142; Section 409A Valuations of common stock and all elements of capital structure for issuing stock options; Valuing Derivatives, e.g. Warrants, Calls, Puts, Barrier Options; or Marking Assets and Liabilities to Fair Value (ASC 820/FAS 157) We provide fair value and positive assurance services for illiquid credit interests held by CLOs, hedge funds, and publicly traded business development corporations. We provide fair value and authentication services for hedge fund and private equity interests where the managers do not disclose their underlying investments or methods of valuation.