Business Valuation

For over twenty years, we have helped business owners determine the value of their business.  We work with owners of private companies and their advisors who cannot move forward with their planning because they do not know what their business is worth.  Our work enhances the owner's ability to plan for and manage the business resulting in peace of mind and enhanced cash flow.  Clients have benefited from our services in the following areas.

Estate and Gift Tax Planning and Compliance

• Gifts of Interests in Closely-Held Entities
• Date of Death Valuations
• Transfers of Family Limited Partnership Interests
• Sales to Trusts
• Grantor Retained Annuity Trusts

Federal Income Tax Planning and Compliance

• Shareholder Redemptions/Buy-ins
• Employee Stock Ownership Plans
• Restricted Stock Distributions to Shareholders
• Stock Options
• Transactions with Non-Profit Organizations

Litigation Support and Expert Testimony

• Marital Dissolution
• Shareholder Disputes
• Securities Fraud
• Lost Profits Damages

Mergers & Acquisitions

• Assistance to Buyers and Sellers
• Establishment of Buy/Sell Agreements
• Private Placement Planning