Purchase or Sale

  • Mergers and Acquisitions
  • Management Buyouts
  • Exit Planning
  • Fairness Opinions
  • Purchase Price Allocation
  • Negotiation Support
  • Options and Warrants
  • Value-Based Planning
  • Exit Planning
  • Purchase Price Allocation

Employee Stock Ownership Plans

  • Feasibility Studies
  • Pre-Deal Appraisal Reports
  • Annual Updates
  • Fairness Opinions

Other Business Transactions & Financing

  • Buy-Sell Agreements
  • Bank Financing
  • Capital Adequacy Testing
  • Regulatory Compliance

Estate & Gift Tax Valuations

  • Gift Tax
  • Estate Tax
  • Estate Planning

Analysis of Discounts and Premiums

  • Minority Interest Discount
  • Marketability Discount
  • Key Person Discount
  • Portfolio Discount
  • Blockage Discount
  • Other Discounts
  • Control Premium

Income Tax Valuations

  • Valuations of Charitable Gifts
  • Determination of Built-in Gain at time of “S” Election
  • Purchase Price Allocation

Appraisal Review

  • ESOP Reviews for Department of Labor
  • ESOP Valuations for the Department of Labor
  • Purchase Price Allocations for the Internal Revenue Service
  • Review of Discounts for the Internal Revenue Service
  • Reviews of Value for Financial Institutions
  • Reviews offers to buy or sell for Negotiation Support

Lost Earnings Analysis

  • Business Lost Earnings
  • Individual Lost Earnings
  • Eminent Domain Valuations

Litigation Support

  • ESOP Review
  • Dissenting Shareholder Actions
  • Squeeze-out Mergers
  • Arbitration
  • Divorce
  • Cross Examination Assistance
  • Expert Testimony
  • Critique of Expert Testimony

Intangible Valuations

  • Non-compete covenants
  • Employment Contracts
  • Business Contracts
  • Customer Lists
  • Patents
  • Copyrights
  • Trademarks
  • Domain Names
  • Licenses
  • Book of Business
  • Software
  • Developed Technologies
  • In-Process Research & Development (IPR&D)
  • Goodwill Impairment Testing

Valuation Seminars Provided

  • Private Businesses
  • Government Agencies
  • Individuals
  • Professional Associations and other Groups




All of our appraisals are prepared in accordance with the Codes of Ethics of the American Society of Appraisers and the Institute of Business Appraisers and written in full compliance with the Uniform Standards of Professional Appraisal Practice.  Information about you and your company is held in strict confidence.


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