We specialize in the valuation of businesses and underlying business securities including:

  • Common, preferred, convertible, and restricted stock
  • Stock options and warrants
  • General and limited partnership interests
  • Membership interests in limited liability companies
  • Various forms of debt

We also provide valuations of other business interests, intangible assets, and income streams such as:

  • Undivided interests in real estate
  • Patents and copyrights
  • Licensing, royalty, distribution and other agreements
  • Business goodwill
  • Economic damages to a business or individual

We conduct our work for a wide variety of purposes, including:

    • Federal estate & gift taxes
    • Income taxes
    • Mergers & acquisitions
    • Loss of business goodwill in eminent domain cases
    • Litigation support & expert testimony
    • Employee stock ownership plans (ESOPs)
    • Stock options and other equity-based compensation
    • Business & succession planning
    • Marital dissolution
    • Shareholder buyouts
    • Pre-IPO planning
    • Conversion to Subchapter S tax status
    • Bankruptcy