Services



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
  • Purchase Price Allocation
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 Reviews

  • Reviews for Government Agencies
  • Reviews for Financial Institutions
  • Negotiation Support
  • Litigation Support
Valuation Seminars
  • Business
  • Government
  • Individuals