Our Services
Knowing the economic value of your business is important for short-term and long-term financial planning. Whether your needs include developing an exit strategy, tax planning or compliance, financial reporting, resolving a dispute, or contemplating an acquisition, we help by objectively valuing your business and preparing you for the future. Our credentialed professionals have earned designations from the American Institute of Certified Public Accountants, the American Society of Appraisers, and the CFA Institute. Our business valuation team has a working relationship with the largest accounting firms to provide supportable fair value conclusions in accordance with best practices and industry standards. In addition, several team members have extensive courtroom experience and have testified on valuation matters in U.S. Tax Court, federal court, and other jurisdictions.
We have worked with and understand the unique needs of private equity groups, publicly traded companies, and closely-held companies across a broad range of industries. Our objective and independent assessment services include:
Corporate Valuation
Buy/sell agreements
Mergers and acquisitions
Annual ESOP valuations
Value enhancement
Business succession planning
Financial Reporting
Goodwill impairment testing
Stock-Based compensation
Complex financial instruments & contracts
Mark-to-Market valuation
Acquisition accounting
Intangible asset valuation
Contingent consideration
Portfolio and fund valuations
Litigation Support
Marital dissolutions
Contract disputes
Shareholder disputes
Economic damages and lost profits
Assistance with equitable distribution
Review and rebuttal of outside reports
Tax Planning and Compliance
Estate and gift valuation
Charitable deductions
Corporate restructurings
Subchapter S elections
Carried interest valuations
