Companies require independent assessments of their worth for a variety of reasons, for example: strategic planning, business combinations, acquisitions, share redemptions, tax planning, and accounting requirements. 

Our investment bankers’ ability to understand and determine value – for a company, or its business segments, or its securities – is grounded in our day-to-day dealings in the financial marketplace. 

Burnham investment bankers have experience in preparing valuations for the following purposes: 

• Fairness opinions
• Estate/gift planning
• Tax and financial reporting
• Required annual goodwill impairment testing
• Employee stock ownership plans
• Equity incentive plans
• Litigation
• Annual required goodwill impairment testing

 
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For more information on any Burnham fund, please request a free prospectus from your financial advisor, call Burnham Funds at (800) 874-FUND, or click here to download a prospectus. An investor should consider the investment objectives, risks, charges, and expenses of an investment carefully before investing. The prospectus contains this and other information. Read it carefully before you invest or send money.

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