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
