We are proud that our work has been reviewed by the Big Four accountants, accountants from the Top 100 accounting firms, as well as the Security & Exchange Commission (SEC) and the Internal Revenue Service (IRS).

Financial Statement Reporting - Fair Value

• Business Combinations/Acquisitions for Financial Reporting
• Impairment studies on goodwill and other intangible assets
• Restricted stock valuations
• Valuation of employee stock options
• Valuation of warrants
• Transactions and financings
• Financial advisors to independent board committees

Tax Compliance

• Closely held stock valuations for family gifting and estate tax compliance
• Business valuations for corporate restructurings and related tax planning
• Stock option valuations under IRC Section 409a
• Business & intangible asset valuations in connection with Subchapter S tax status
• Intellectual property valuations
• Restricted stock valuations for family gifting and estate tax compliance
• Valuation of covenants not to compete

Litigation Support

• Business damages
• Lost profits analyses
• Contract disputes
• Buy - Sell agreements
• Review of expert reports for potential rebuttal testimony or cross examination
• Analysis of complex business issues from a valuation perspective
• Marital dissolution
• Valuation of closely held or publicly traded securities

Corporate Valuation Services

• Buying/selling a business or an ownership interest in a business
• Fairness and solvency opinions
• Going public
• Reorganizing family-owned businesses
• Partner and shareholder disputes
• Determining the value of Family Limited Partnerships