Our valuation services provide objective,
defensible valuations for owners, trustees,
acquisitions, litigants, and other interested
parties. We select the methodologies most
appropriate to the clients situation, and
have worked with start-ups, development stage
corporations, ongoing entities and mature
companies, as well as intellectual property
portfolios, and private companies both large
and small. An expert business valuation is
important to ensure smooth implementation
of acquisition and divestiture transactions,
and also provides an important benchmark when
contemplating a business spin-off or joint
venture. The firm works for numerous bank
trust officers who are involved as the primary
voter of major blocks of corporate stock in
private entity situations.
Deliverables:
- Solvency opinions
- Trust and estate valuations
- Marital dissolution valuations
- Analysis of opposing expert’s
work product
- Analysis of dissenting shareholder
actions
- Lost profits' analysis
- Reasonable compensation issues
- Defensive gift tax returns
- ESOP transactions
- Expert witness testimony
- Worthless stock damages
- Patent and intellectual property valuation
- Determination of practice value
- Business succession transactions
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