Valuation
The valuation of a business may be required in a variety of contexts, litigation and otherwise. Regardless, valuation involves much more than an appraisal of underlying assets. It requires an analysis of constantly changing financial information to arrive at a value as of a fixed date.
Our team’s extensive experience with a broad range of financial and tax matters, as well as valuation approaches and methods, uniquely qualifies us to provide these services for many different purposes, including:
- Shareholder/partnership disputes
- Marital dissolution
- Breach of contract
- Damage claims
- Property and earnings losses
- Bankruptcy
- FAS 141/FAS 142
- Fair Value FAS 157
- Stock option and warrant valuations
- Transactional valuations
- Forensic accounting
- Employee Stock Ownership Plans (ESOP)
- Estate and gift tax planning and reporting
- Wealth transfer strategies
- Family limited partnerships
- Business succession planning
- Expert testimony
- Insurance claims
- Buy/sell agreements
- Mediation and settlement discussions
- Income tax issues
- Fairness and solvency opinions
Services
- Valuation for gift and estate planning
- Stock value for ownership transfer or sale
- Assistance in divorce cases
Practice LeaderMark B. Bober, partner
Additional Resources Litigation support
Fraud prevention
SEC/Second Source Provider Services