Our Services

Professional Services

Our valuation and financial professionals provide a valuable array of sophisticated services ...

Business Valuation

Fractional interests  •  Estate and gift tax reporting  •  Financial reporting  •  Stock option valuation  •  Complex capital structure analysis  •  Estate planning  • Marital dissolution  •  ESOP transactions  •  SBA lending  •  Shareholder disputes  •  S-corporation conversions  •  Buy-sell agreements  •  Damages in commercial litigation  •  Charitable contributions  •  Fairness and solvency opinions  •  Mergers and acquisitions  •  Valuation in bankruptcy  •  IRC 409A

Litigation Support

Forensic accounting  •  Lost profits and economic damages analysis  •  Expert testimony  •  Shareholder disputes  •  Marital dissolution  •  Purchase price and earnout disputes

Financial Reporting Opinions

Purchase price valuation (ASC 805)  •  Goodwill and intangible asset impairment tests, pursuant to ASC 350  •  Derivative valuation, pursuant to ASC 815  •  Intellectual property valuation  •  Stock option valuation  •  Fresh start accounting  •  Contingent liabilities  •  ASC 718  •  IRC 409A

Forensic Accounting

Financial investigations  •  Internal controls  •  Court-appointed special master  •  Court-appointed receiver

Receiver and Special Master

Operational oversight  •  Financial management  •  Asset preservation  •  Regulatory compliance  •  Forensic accounting

Bankruptcy and Restructuring

Financial statement projections  •  Cash flow analysis  •  Profit improvement  •  Organization structure issues  •  Solvency analysis  •  Bankruptcy schedules  • Preferential payment analysis  •  Fraudulent conveyance analysis  •  Liquidation analysis  •  Reorganization plan analysis  •  Financial feasibility analysis  •  Proof of concept analysis  •  Business plan preparation  •  Confidential sales memoranda  •  Industry review and benchmarking  •  Capital structure

Intangible Asset Valuation

Marketing-related intangibles  •  Customer-related intangibles  •  Contract-related intangibles  •  Technology-related intangibles  •  Asset transfers between legal entities  •  Collateral evaluation  •  Financial reporting  •  Litigation support

Economic Damages Calculation

Litigation support  •  Expert witness  •  Lost profit calculation  •  Business interruption analysis  •  Intellectual property infringement  •  Construction defects and delays
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