For Litigation
The firm recognizes that for effective performance in a litigation setting, a business valuation professional—in addition to having the requisite credentials, education, and experience—must be responsive, agile, and rigorous. We have enabled our clients success in connection with the following types of dispute-related matters:
- Lost profits and lost value
- Shareholder disputes (business divorce)
- Oppressed shareholder disputes
- Matrimonial (divorce) accounting
- Professional malpractice
- Post-M&A disputes
- Fraud
For Financial Reporting and Tax
The firm remains at the forefront of knowledge of valuation-related accounting and court activity—necessary to yield valuation conclusions defensible before stakeholders and the IRS. We are retained to provide valuation services in connection with:
- Fair value accounting and reporting
- Stock options and financial instruments
- Allocation of purchase price
- Estate tax planning
- Gift tax planning
- Donated, distributed, or abandoned business interests
- Trapped-in-gain and built-in-gain tax
- Restricted and thinly-traded securities
- Family limited partnerships
- (FLPs)
For Business Strategy
Valuation is often required when a business is forming, expanding, or planning or experiencing some other strategic shift. Examples of the value the firm created for its clients include services performed in connection with:
- Buy-sell agreements
- Preparing or evaluating acquisition offers
- Forming or perpetuating an employee stock ownership plan (ESOP)
- Recapitalizations
- Admission and succession of owners
- Professional services (healthcare, law, accounting, finance, and tax) practices
- Transfer pricing