Client Challenge
In a high-asset marital dissolution case, a shareholder in a privately held orthopedic medical practice required an independent valuation of their ownership interest. The valuation needed to consider complex factors such as physician compensation, goodwill allocation, and healthcare industry trends—all while withstanding potential courtroom scrutiny.
Our Role
FairValue Advisors was engaged to determine the fair market value of the physician’s equity interest in the practice as of the date of separation. We conducted a thorough analysis of practice financials, payer mix, physician productivity, and industry benchmarks. Our analysis also addressed personal versus enterprise goodwill and applied appropriate valuation discounts in line with professional standards.
The Result
Our valuation report was used by legal counsel during settlement negotiations and supported a resolution without the need for trial testimony. The client benefited from a clear, defensible valuation that balanced technical rigor with real-world considerations in the healthcare services space.
