9. GOODWILL AND INTANGIBLE ASSETS

Goodwill is an intangible asset that arises when a company acquires an existing business or assets (net of assumed liabilities) which comprise a business. In general, the amount of goodwill recorded in an acquisition is calculated as the purchase price of the business minus the fair market value of the tangible assets and the identifiable intangible assets, net of the assumed liabilities. Goodwill and intangibles can also be established by push-down accounting. Below is a summary of the significant transactions that generated our goodwill and intangible assets:

In connection with the Company's formation of AMST in August 2016, the Company recorded $2.5 million and $4.3 million of identifiable intangible assets and goodwill, respectively; these values were based upon an independent appraisal and represent their fair values at the acquisition date.
In connection with the Company's acquisition of Goldline in August 2017, the Company recorded $5.0 million and $1.4 million of additional identifiable intangible assets and goodwill, respectively; these values were based upon an independent appraisal and represent their fair values at the acquisition date.
In March 2021, the Company acquired 100% ownership of JMB, in which we previously held a 20.5% equity interest. At the acquisition date we measured the value of identifiable intangible assets and goodwill at $98.0 million and $92.1 million, respectively. These values represent their fair values at the acquisition date.
In October 2022, JMB acquired $4.5 million of intangible assets that included: BGASC’s website, domain name, trademarks, logos, customer list, and all intellectual property.
In connection with the Company's acquisition of LPM in February 2024, we recorded $10.3 million and $21.0 million of identifiable intangible assets and goodwill, respectively. These values represent their fair values at the acquisition date.
In March 2024, JMB acquired $8.5 million of intangible assets that included Gold.com's domain name.
In June 2024, we obtained a controlling interest in SGB, at which point SGB became a consolidated subsidiary of the Company. We measured the value of identifiable intangible assets and goodwill at $28.8 million and $78.0 million, respectively. These values represent their fair values as of the acquisition date.
We acquired SGI in February 2025 and as a result, we recorded $19.0 million and $13.8 million of identifiable intangible assets and goodwill, respectively. These values represent their fair values at the acquisition date.
In February 2025, we also acquired 100% ownership of Pinehurst which resulted in the acquisition of $2.0 million and $2.8 million of identifiable intangible assets and goodwill, respectively. These values represent their fair values at the acquisition date.
Our acquisition of AMS in April 2025 resulted in the acquisition of $33.0 million and $12.1 million of identifiable intangible assets and goodwill, respectively. These values represent their fair values at the acquisition date.

Carrying Value

The carrying value of goodwill and other purchased intangibles are described below (dollar amounts in thousands):

 

 

 

 

 

 

June 30, 2025

 

 

June 30, 2024

 

 

 

Estimated Useful Lives
(Years)

 

Remaining Weighted-Average Amortization Period
(Years)

 

Gross Carrying Amount

 

 

Accumulated
Amortization

 

 

Accumulated
Impairment

 

 

Net Book Value

 

 

Gross Carrying Amount

 

 

Accumulated
Amortization

 

 

Accumulated
Impairment

 

 

Net Book Value

 

Identifiable intangible assets:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Existing customer relationships

 

4 - 15

 

4.6

 

$

116,568

 

 

$

(66,215

)

 

$

 

 

$

50,353

 

 

$

75,568

 

 

$

(52,203

)

 

$

 

 

$

23,365

 

Developed technology

 

4

 

3.1

 

 

21,836

 

 

 

(13,362

)

 

 

 

 

 

8,474

 

 

 

20,336

 

 

 

(8,933

)

 

 

 

 

 

11,403

 

Non-compete and other

 

3 - 5

 

2.3

 

 

2,310

 

 

 

(2,306

)

 

 

 

 

 

4

 

 

 

2,310

 

 

 

(2,300

)

 

 

 

 

 

10

 

Employment agreement

 

1 - 3

 

0.0

 

 

295

 

 

 

(295

)

 

 

 

 

 

 

 

 

295

 

 

 

(295

)

 

 

 

 

 

 

Intangibles subject to amortization

 

 

141,009

 

 

 

(82,178

)

 

 

 

 

 

58,831

 

 

 

98,509

 

 

 

(63,731

)

 

 

 

 

 

34,778

 

Trade names and trademarks

 

Indefinite

 

Indefinite

 

 

69,658

 

 

 

 

 

 

(1,290

)

 

 

68,368

 

 

 

59,660

 

 

 

 

 

 

(1,290

)

 

 

58,370

 

Domain name

 

Indefinite

 

Indefinite

 

 

8,615

 

 

 

 

 

 

 

 

 

8,615

 

 

 

8,515

 

 

 

 

 

 

 

 

 

8,515

 

In-process research and development

 

Indefinite

 

Indefinite

 

 

1,500

 

 

 

 

 

 

 

 

 

1,500

 

 

 

 

 

 

 

 

 

 

 

 

 

Identifiable intangible assets

 

$

220,782

 

 

$

(82,178

)

 

$

(1,290

)

 

$

137,314

 

 

$

166,684

 

 

$

(63,731

)

 

$

(1,290

)

 

$

101,663

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Goodwill

 

Indefinite

 

Indefinite

 

$

230,014

 

 

$

 

 

$

(1,364

)

 

$

228,650

 

 

$

201,301

 

 

$

 

 

$

(1,364

)

 

$

199,937

 

 

The Company's intangible assets are subject to amortization except for trade names, trademarks, domain names and IPR&D, which have indefinite lives. Amortization expense related to the Company's intangible assets was $18.3 million, $8.6 million, and $10.3 million for the years ended June 30, 2025, 2024, and 2023, respectively. For the presented periods, amortization expense allocable to cost of sales was not significant.

The changes in the carrying amounts of goodwill were as follows (in thousands):

Balance as of June 30, 2023

 

$

100,943

 

Goodwill acquired - LPM - Wholesale Sales & Ancillary Services

 

 

21,034

 

Goodwill acquired - SGB - Direct-to-Consumer

 

 

77,960

 

Balance as of June 30, 2024

 

 

199,937

 

Goodwill acquired - SGI - Wholesale Sales & Ancillary Services

 

 

6,919

 

Goodwill acquired - SGI - Direct-to-Consumer

 

 

6,919

 

Goodwill acquired - Pinehurst - Wholesale Sales & Ancillary Services

 

 

1,377

 

Goodwill acquired - Pinehurst - Direct-to-Consumer

 

 

1,377

 

Goodwill acquired - AMS - Direct-to-Consumer

 

 

12,122

 

Balance as of June 30, 2025

 

$

228,650

 

Impairment

We recorded a non-recurring impairment charge of $2.7 million (goodwill and indefinite-lived intangible assets) in fiscal 2018 related to Goldline. Other than the impairment charge related to Goldline, we have not recorded any impairment of goodwill or indefinite-lived intangible assets.

Estimated Amortization

Estimated annual amortization expense related to definite-lived intangible assets for the succeeding five years and thereafter is as follows (in thousands):

 

Fiscal Year Ending June 30,

 

Amount

 

2026

 

$

20,591

 

2027

 

 

15,564

 

2028

 

 

12,013

 

2029

 

 

5,613

 

2030

 

 

2,896

 

Thereafter

 

 

2,154

 

 

$

58,831

 

Historical Timeline

Fiscal YearFiled
2025Sep 11, 2025Showing above
2024Sep 13, 2024
2023Sep 12, 2023
2022Sep 2, 2022
2021Sep 13, 2021
2020Sep 14, 2020
2019Sep 16, 2019
2018Sep 19, 2018
2017Sep 15, 2017
2016Sep 23, 2016

About Goodwill & Intangibles Disclosures

Goodwill and intangible asset disclosures reveal the premium paid in acquisitions and how management assesses whether that premium retains its value. Since goodwill is no longer amortized under US GAAP, the annual impairment test is the only mechanism that adjusts carrying values downward — making the assumptions behind that test critically important for investors.

Key signals: a history of goodwill impairments suggests management consistently overpays for acquisitions. Watch the gap between reporting unit fair value and carrying amount — when fair value exceeds carrying amount by less than 10-20%, a small decline in business performance could trigger a write-down. For finite-lived intangibles, examine useful life assumptions across customer relationships, technology, and trade names; aggressive estimates inflate near-term earnings. Compare total intangibles-to-total-assets ratios against peers to assess acquisition dependency. Rising goodwill as a percentage of equity can signal balance sheet fragility.