Valuation Services Offered

Purchase or Sale

• Value Engineering

• Fairness Opinions
• Negotiation Support
• Management Buyouts
• Purchase Price Allocation

Estate and Gift Tax Valuation

• Gift Tax

• Estate Tax
• Estate Planning

Analysis of Discounts & Premiums

• Minority Interest Discount
• Marketability Discount
• Key Person Discount
• Portfolio Discount
• Blockage Discount
• Discount for Built-in Capital Gains
• Control Premium

Income Tax Valuations

• Valuation of Charitable Gifts
• Determination of Built-in Gain Prior to an "S" Election
• Intangible Asset Valuations
• Purchase Price Allocation  

Analysis of Lost Earnings

• Corporate Lost Earnings
• Individual Lost Earnings
• Eminent Domain Valuations

Employee Stock Ownership Plans

• Feasibility Studies
• Pre-Deal Appraisal Reports
• Annual Updates
• Fairness Opinions
• Equity Allocation Studies

Litigation Support

• Divorce
• Dissenting Shareholder Actions
• Squeeze-Out Mergers
• Arbitration
• Cross Examination Assistance
• Expert Testimony
• Critique of Expert Testimony

Corporate Activities

• Buy-Sell Agreements
• Performance Evaluation
• Capital Structure Planning
• Value-Based Planning

Appraisal Review

• Reviews for Government Agencies

• Reviews for Financial Institutions
• Negotiation Support
• Litigation Support

Valuation Seminars

• Business

• Government
• Individuals