Valuation Services

Reasons For Our Services

 

  • Estate tax reporting and planning

  • Gift tax reporting and planning

  • S-Corporation Elections

  • Shareholder Disputes

  • Divorce Proceedings

  • Shareholder Oppression cases

  • Buy/Sell Agreements

  • Reorganizations

  • Bankruptcy cases

  • Succession Planning

  • Family Limited Partnerships

  • Financial Reporting

    • Options Valuations

    • Purchase Price Allocation

    • Fair Value Reporting

  • Damage Calculations

  • Intellectual Property Infringement

  • Reasonable Compensation Determinations

  • Fairness Opinions

  • Interal Revenue Code 409a Compliance

  • Benchmarking and Financial Analysis

  • Assessing your business' worth

  • Strategic Planning

Valuation Types

 

  • Proprietorships 

  • C-Corporations

  • S-Corporations 

  • Family Limited Partnerships

  • Limited Liability Companies

  • Limited and General Partnerships 

  • S-Corporations and other pass through entities

  • Control and Minority Interests

  • Intellectual Property (e.g. Song Catalogs, Artists, Songwriters, Publishing Rights and Patents)

  • Options

  • Other Intangible Assets (e.g. Goodwill and Contracts)
Industry Experience

 

  • Banking

  • Communications

  • Concrete Plants

  • Construction

  • Distribution and Warehousing

  • Entertainment

  • Heating and Air

  • Home Healthcare

  • Hotels

  • Loan/Finance

  • Lumber Yards/Sawmills

  • Machine Tooling

  • Manufacturing

  • Music/Songwriting/Artists

  • Nursing Homes

  • Other Healthcare (e.g. Equipment, HMO, Training, Surgery Centers, etc.)

  • Pharmaceutical

  • Physicians and other Healthcare Professionals

  • Printing

  • Psychological Care

  • Publishing

  • Real Estate and Investment Holding

  • Restaurants

  • Retail Stores

  • Services

  • Surgical Centers

  • Technology

  • Trucking

  • Wholesale