- For Estate Tax Business Valuations
- IRS-qualified valuator
- IRS-qualified appraisal report
- Going concern premise
- As if in liquidation premise
- Prepared and presented in full formal valuation reports
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- For Income Tax - Charitable Contributions - Business Valuations
- IRS-qualified valuator
- IRS-qualified appraisal report
- Going concern premise
- As if in liquidation premise
- Prepared and presented in full formal valuation reports
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- For Internal Revenue Service - Offers in Compromise - Business Valuations
- IRS-qualified valuator
- IRS-qualified appraisal report
- Going concern premise
- As if in liquidation premise
- Prepared and presented in full formal valuation reports
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- For ESOPs (Employee Stock Ownership Plans) Business Valuations
- IRS-qualified valuator
- IRS-qualified appraisal report
- DOL-qualified appraiser (U.S. Department of Labor)
- Going concern premise
- As if in liquidation premise
- Prepared and presented in full formal valuation reports
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- For Controlling or Minority Interest Acquisition Business Valuations
- Pre-purchase planning and strategies
- Estimation of company and industry growth and risk assessments
- Evaluation of company financial history and risk assessments
- Company strengths, weaknesses, opportunities and threats
- Going concern premise
- As if in liquidation premise
- Choice of report types
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- For Controlling or Minority Interest Dispositions Business Valuations
- Pre-sale planning and strategies
- Pre-sale value enhancement strategies
- Estimation of company and industry growth and risk assessments
- Evaluation of company financial history and risk assessments
- Company strengths, weaknesses, opportunities and threats
- Going concern premise
- As if in liquidation premise
- Choice of report types
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- For Buy-Sell Agreements Business Valuations
- Pre-sale/pre-buy planning and strategies
- Pre-sale/pre-buy value enhancement strategies
- Estimation of company and industry growth and risk assessments
- Evaluation of company financial history and risk assessments
- Company strengths, weaknesses, opportunities and threats
- Going concern premise
- As if in liquidation premise
- Choice of report types
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- Adequacy of Insurance Business Valuations
- Buy-sell or cross purchase arrangements
- Pre-sale/pre-buy planning and strategies
- Pre-sale/pre-buy value enhancement strategies
- Estimation of company and industry growth and risk assessments
- Evaluation of company financial history and risk assessments
- Company strengths, weaknesses, opportunities and threats
- Going concern premise
- As if in liquidation premise
- Choice of report types
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- Buy-out or buy-in Business Valuations
- Minority or controlling interests
- Pre-sale/pre-buy planning and strategies
- Pre-sale/pre-buy value enhancement strategies
- Estimation of company and industry growth and risk assessments
- Evaluation of company financial history and risk assessments
- Company strengths, weaknesses, opportunities and threats
- Going concern premise
- As if in liquidation premise
- Choice of report types
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- Legal Consulting and Reports to Counsel (Non-testifying)
- Minority or controlling interests
- Estimation of company and industry growth and risk assessments
- Evaluation of company financial history and risk assessments
- Company strengths, weaknesses, opportunities and threats
- Going concern premise
- As if in liquidation premise
- Review and opinion of strengths and weaknesses of opposing expert's valuation report
- Choice of report types
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- Value enhancement programs and strategies
- Determining value drivers
- Determining critical success factors
- Establishing key performance indicators
- Establishing a management-by-statistics monitoring system
- Evaluation of company-specific risk factors affecting value
- Establishment of strategies to mitigate company-specific risk factors
- Moderating volatility in revenues, profitability and cash flows
- Developing maximum sustainable growth rates based on availability of working capital
- Effective establishment of cash flow forecasting
- Periodic measurements of value changes
- Development of multiple sustainable competitive advantages
- Identification of company cultural attributes which enhance value through team members
- Facilitation of customer and team member advisory councils and periodic review sessions
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