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Forensic Accounting
Business Valuation
Other Services
Companies often need to have the company or a minority interest in the company valued for merger and acquisitions, tax reporting, financial reporting, joint ventures, or business planning purposes. Our experience includes:
  • 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 Stock Repurchases
  • Corporate Transaction Services
    • Valuation for Purchase or Sale of Business or Division
    • Valuations of Incentive Stock Options
    • Fairness Opinions
    • Establishing Merger Exchange Ratios
    • Going Public/Going Private Transactions
  • Intellectual Property Services
    • Royalty Rate Studies
    • Technology Transfer Valuations (Section 482 Transfer Pricing)
    • Valuations for Sale/Licensing of Intellectual Property
  • Tax Related Services
    • Estate and Gift Tax Appraisals
    • Appraisals for Charitable Donations of Closely Held Securities
    • Review of IRS Valuations
    • Analysis of Minority Interest, Marketability, Blockage and Other Discounts
    • Valuation of Restricted Stock
    • Appraisals of Intangible Assets
    • Appraisals of Intellectual Property
    • Valuations for S Corporation Election
    • Valuations of Family Limited Partnerships and LLCs
    • Valuations of Contingent Purchase Prices
  • Accounting/SEC Review
    • Fair Value Measurement
    • Goodwill Impairment - FASB SFAS 142 & 144
    • Valuations of Stock Options
    • Purchase Price Allocations - FASB SFAS 141R & 157
    • Cheap Stock Valuations
    • In-process Research & Development Valuations
  • Employee Stock Ownership Plans
    • Annual Appraisals for Plan Trustees
    • Fairness Opinions in ESOP Transactions
If your valuation needs are not specifically listed, please feel free to contact us. Our professionals will be happy to discuss your needs and possibly refer you to an appropriate service provider if we are unable to provide the required services.
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