Services We Provide:
Business Valuations &
Related Consulting/ Testimony:
- Closely-held business entity(s) and professional
practice valuations
- 3rd appraiser (umpire/mediation) assignments
- Tax compliance and planning issues, including:
- Gifts’ valuation or estate valuation issues & planning therefor
- Income tax-related valuation issues (e.g., C to S Corp.conversions,
- reasonable comp. deductions or reasonable return on investment rates to owners)
- Disputes between tax-filers and taxing authorities regarding:
- already-submitted business appraisals or
- challenges to reasonableness of executive/ owner compensation
- claims of disguised dividends or excessive accumulated earnings
- Economic Damages/ Lost Profits issues/disputes.
- Dissenting minority shareholder matters.
- Buy-Sell Agreements
- Small Business Administration (SBA)-related funding
- Marital separation/ dissolution:
- In CA, (i.e., Community. Ppt’y. State) challenges to reasonableness of executive/ owner compensation
- Financial Forensics issues with closely-controlled entities
- Corporate ownership & valuation disputes
- Disputes between tax-filers and taxing authorities regarding:
- already-submitted business appraisals or
- challenges to reasonableness of executive/ owner compensation
- claims of disguised dividends or excessive accumulated earnings
- Shareholder/partner disputes
- Royalty rate studies
- Stock options
- Liquidations
- Loss of goodwill
- Financial forensics in disputes or litigation