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