Services Provided
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
Undivided interests in real estate
Patents and copyrights
Licensing, royalty, distribution and other agreements
Business goodwill
Economic damages to a business or individual
Federal estate & gift taxes
Mergers & acquisitions
Loss of business goodwill in eminent domain cases
Litigation support & expert testimony
Employee stock ownership plans (ESOPs)
Business & succession planning
Marital dissolution
Shareholder buyouts
Pre-IPO planning
Conversion to Subchapter S tax status
Bankruptcy matters
Restricted stock analysis
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 Mergers & acquisitions Loss of business goodwill in eminent domain cases Litigation support & expert testimony Employee stock ownership plans (ESOPs) Business & succession planning Marital dissolution Shareholder buyouts Pre-IPO planning Conversion to Subchapter S tax status Bankruptcy matters Restricted stock analysis
