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Employee Stock Ownership Plan

The decision to implement an ESOP involves consideration of numerous complex financial, valuation, legal, tax and human resource issues.

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Estate & Gift Tax Planning

Estate and gift transfers are subject to increased scrutiny by the IRS, so a thoroughly documented valuation is critical for establishing a sustainable position.

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Financial Reporting

Fair value GAAP reporting requirements have increased the need for supportable valuations opinions from firms that are experienced and independent.

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Litigation Support

Valuation expert testimony can be the determining factor between winning and losing litigation in matters of divorce and business disputes.

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Mergers & Acquisitions

When business owners consider entering into a merger or acquisition, understanding a company’s strategic value is critical to the process.

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Purchase Price Allocations

In accordance with Accounting Standard Codification (ASC) 805, a company must allocate the purchase price of an acquired company to the fair value of assets acquired.

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