• Estate and Tax Planning
Information that may be needed to either plan for tax issues for potential sale of interest to an arms-length buyer.
• Gifting of Stock
Gifting stock of a closely held business to immediate family needs to be supported by an independent valuation of the closely held business.
• Mergers, Divestitures, Consolidations, Conversions from C to S Corp.
The establishment of fair market value of a business at the time of the transaction.
• Litigation Support
Litigation Support may include expert testimony, preparation for deposition, critical examination of others’ reports.
The determination of the value of marital property involving more than one date in time as well as conformity to the specific precedence of the jurisdiction involved. Professional practices have unique factors that need to be considered in the context of legal precedence.
• Shareholder Disputes
Shareholder Disputes need not be adversarial to require an independent opinion of value. In some cases there is a need to define value according to different interpretations of an unclear set of instructions.
• Buy Sell Agreements
Buy Sell Agreements often call for the appraisal by an accredited unrelated third party.
• Economic Damages Calculations
Economic Damages calculations can be provided for quantification of the loss incurred due to breach of contract, wrongful death, personal injury, wrongful termination, sex or age discrimination, patent infringement or any other type of litigation requiring this type of service
• ESOP – Employee Stock Option Plans
Employee Stock Option Plans require not only an independent initial valuations but regular annual valuation for the protection of the stock holders. Special provisions of the Department of Labor are a mandatory part of the valuation process..
• SBA or Conventional Financing