Josette Ferrer - Financial Services - Business, IP, and Intangible Asset Valuations

Profession	Financial Services

Specialty	Business, IP, and Intangible Asset Valuations

Group	SF3 [GLIT - EC]

Business Name	Clairent Advisors

Title	Managing Director

Address	201 Spear Street Suite 1100 San Francisco, CA 94105-6164

Work Phone	(415)658-5589

Fax	(415)871-2618

Web Site	www.clairent.com

Linked In	View Profile

Member Since	6/2010

Clairent Advisors specializes in providing independent asset and business valuations � combining proven techniques, analytical tools, and our extensive experience to produce thorough and well-documented deliverables. We have the credentials of a Big Four valuation firm � with experience on over 500 significant valuation engagements � coupled with the responsiveness and focus from senior level team members on all aspects of a client�s project.

Clairent�s team provides valuation and financial advisory services for a variety of needs, including, but not limited to:

Financial Reporting
1) Purchase price allocations related to business combinations
2) Impairment testing related to goodwill and long-lived assets
3) Fair value measurement and disclosure

Tax Planning and Reporting
1) Valuations for domestic and international tax planning, including legal entities, taxable reorganizations, asset transfers, net operating loss limitations and built-in gains, worthless stock deductions, and conversions of C-corporations to S-corporations
2) Appraisals for estate and gift tax reporting, including transfers of interests and charitable contributions

Mergers and Acquisitions
1) Fairness opinions
2) Pre-acquisition due diligence support (buy-side and sell-side)
3) Valuations for recapitalizations, management buyouts, and joint ventures
4) Consulting for intellectual property monetization

Corporate Reorganization and Bankruptcy
1) Determination of post-bankruptcy company reorganization values
2) Fresh start accounting valuations
3) Solvency analyses

Litigation Support
1) Shareholder and contract disputes
2) Damage calculations
3) Patent infringement

The profiles of Clairent�s clients range from:

Large and middle market public companies � primarily for financial reporting engagements (where our buyer is typically a company�s CFO, controller, or SEC / external reporting director) and tax reporting (where our buyer is typically a company�s tax director)

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Private, family-owned businesses � which often need assistance with valuations for succession and related tax planning.

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Small, emerging start-up companies � which often need assistance with appraisals for stock option plans. We also assist companies like this with evaluating alternatives and strategies related to valuing and monetizing intellectual property.

While Clairent serves clients in many industries, areas of specialty include high technology, telecommunications, pharmaceuticals and biotechnology, manufacturing, financial services, and early-stage ventures.

Clairent is based in San Francisco. In addition, through our affiliation with Finance Scholars Group (www.fin-sch.com), we have team members and resources in New York, Chicago, Austin, and Orinda.

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Charities	Family Connections


College Degrees	B.S. - Business Administration, Univ. of California, Berkeley


Speaking/Teaching Experience	Guest speaker for various forums - FEI, IMA, PLI, Biocom, etc.


Organizations	Fair Value Forum, FEI

San Francisco - Financial Services

Specialties: Business, IP, and Intangible Asset Valuations