Valuation and Litigation Services

Expert Witness

Corporate Transaction Services

  • Valuation for Purchase or Sale of a Business Or Division
  • Assistance in Merger Negotiations
  • Purchase Price Allocations
  • Corporate or Partnership Recapitalizations
  • Valuations of Incentive Stock Options
  • Debt Placement Consulting
  • Strategic Planning
  • Fairness Opinions
  • Dissenting Minority Shareholders Issues
  • Establishing Merger Exchange Ratios
  • Going Public/Going Private Transactions
  • Structuring Debt or Equity Securities
  • IPO Pricing Rules of Thumb
  • Assistance in Establishing Buy/Sell Agreements

Shareholder Liquidity Services

  • Valuations for Sale of Business Or Division
  • Valuations for Mergers And Acquisitions
  • Valuations for Sales of Stock to an ESOP
  • Valuations for Life Insurance Funding
  • Valuations for Minority Shareholder Repurchases
  • Assistance in Transaction Negotiations
  • Economic Value Added Analysis

Tax Related Services

  • Estate and Gift Tax Appraisals
  • Charitable Donations of Closely Held Stock
  • Review of IRS Valuations
  • Analysis of Minority Interest, Marketability, Blockage and Other Discounts
  • Valuations of Restricted Stock
  • Appraisals of Intangible Assets
  • Appraisals of Intellectual Properties
  • Valuation of Section 482 Transfers (Transfer Pricing)
  • Valuation for S Corporation Elections
  • Family Limited Partnerships and LLC’s
  • Valuation of Contingent Purchase Price

International Valuations

Accounting/SEC Review

  • Goodwill Impairment
  • Stock Options
  • Cheap Stock
  • Inprocess Research and Development

Condemnation Eminent Domain

Employee Stock Ownership Plans

  • Annual Appraisals for Plan Trustees
  • Financial Advisory Services for Plan Trustees
  • Security Design and Equity Allocation
  • Fairness Opinions in ESOP Transactions
  • Appraisal Malpractice

Litigation Services

  • Shareholder Disputes
  • Dissenting Shareholder Actions
  • Marital Dissolution
  • Partnership Dissolution
  • Arbitration of Valuations Issues.
  • Lost Earnings (Corporate/Individual)
  • Bankruptcy and Fraudulent Conveyance
  • Commercial Damages
  • Antitrust Damage Estimates
  • Intellectual Property Infringement
  • Consulting Services to Attorneys
  • Drafting of Deposition Questions
  • Review of Work Product of Other Professionals, such as Troubleshooting
  • Discovery Assistance

Intellectual Property Services

  • Royalty Rate Studies
  • Infringement Damage Calculations
  • Technology Transfer Valuations (Section 482 Transfer Pricing)
  • Valuation for Sale/Licensing of Intellectual Property
  • Assistance in Negotiations Involving Sale or Leasing
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