Services we provide/Settings in which we work:

Following is a sampling of the subjects and situations for which we have performed business valuation, transaction planning and financial or forensic analysis services.   We work for other CPAs’ & Attorneys’ client entities in a broad range of industries & have provided related dispute resolution expert testimony in multiple U.S. local, state, federal (District & Bankruptcy) & Canadian supreme courts:

  • Arbitration Hearings
  • Bankruptcy/ Liquidation issues
  • Buy-sell agreements
  • Buy-sell planning/ M&A strategic consulting
  • Business brokerage, buy-sell – services/ consulting
  • Business strategy
  • Capital finance transactions
  • Closely held business Interests
  • Collaborative divorce
  • Commercial damages
  • Compensation reasonableness determinations/ disputes
  • Construction & other industry-related issues
  • Corporate ownership and valuation disputes
  • Corporate/ Mezzanine financing
  • Corporate securities
  • Court-appointed assignments
  • Damages compilations/ dispute analysis – defense & plaintiff
  • Dissenting minority shareholder/ shareholder oppression matters
  • Divorce
  • ESOPs
  • Estate and gift tax-planning or reporting/ tax filings
  • Forensic accounting
  • Fraud investigations & inquiries
  • Finance – planning/ analysis
  • Income and charitable contributions
  • Insurance claims – plaintiff & defense
  • Intellectual property/ Intangibles-related
  • IRS challenges (e.g., valuation, officer compensation &/or related  constructive dividend/ reasonableness  issues)
  • Liability & Debt Instruments’ valuations
  • Marital Dissolution-related financial/ valuation issues and      executive compensation/ marital estate attribution  issues
  • Mediation/ arbitration/ settlement-related services
  • Mergers, acquisitions and other forms of Corporate Reorganization
  • Mezzanine & capital finance – services/ consulting
  • Personal/ Entity Damages matters – Plaintiff & Defense
  • Professional practice valuation & dispute-related issues, E.g.: Legal, Health Care, CPA Services,  Other Financial Services (E.g., insurance, real estate, Investment, finance).
  • Stock option valuations & related consulting to publicly-held entities.
  • Shareholder/partner disputes
  • Tax planning and compliance issues
  • Third appraiser mediative appointments
  • Transaction-related valuation advisory services