How does an owner put a value on a business that has taken a lifetime to grow? What does the IRS require for a business valuation?

Establishing the correct value of a business is predicated on numerous factors. There are unique facts and circumstances that must be considered in each valuation and it is imperative to apply independence and objectivity in each project. Our goal is to provide reliable valuations that we can defend, without compromise, under even the most rigorous examinations.

We provide valuations for numerous purposes, including:

• Gift and estate tax
• FLP and LLC valuations
• Succession planning
• Charitable contributions
• Buy-Sell agreements
• “S” corporation conversions
• Acquisitions
• Sale of business
• Shareholder disputes
• Divorce

The headlines are littered with the sordid details of corporate scandals and employee theft. Community organizations face embezzlement by trusted individuals.

People sometimes do bad things. Forensic accountants and fraud examiners look at things differently than your average financial professional. We apply a “healthy skepticism” when reviewing financial and operational documents in order to find the truth.

Engagements often require organization of large volumes of data and information knowing what may, or may not, be relevant. Examples of “common” engagements include:

• Internal investigations
• Misappropriation of assets
• Diversion of funds and assets
• Tracing of loans and payments
• Employee embezzlement
• Reviewing accounts receivable and payable
• Internal control reviews

A popular thought these days: “When all else fails…sue!”  Sometimes it becomes necessary to seek justice through the legal system. Having an experienced financial professional to assist in preparing a successful litigation strategy is more important than ever.

Our goal is to bring order and clarity to the financial evidence. When presented with complex financial issues, you need credible and comprehensive assistance to evaluate and quantify the claim.

We specialize in analyzing sophisticated financial issues and presenting our findings in a clear and concise manner for the trier of fact. Some “typical” litigation support services include:

• Pre-litigation consulting
• Identification of relevant issues
• Evaluation of case strengths and weaknesses
• Discovery assistance
• Mitigation assessment
• Quantifying damages
• Mediation and settlement assistance
• Deposition preparation and review
• Rebuttal advisory
• Trial preparation
• Expert testimony

We have experience dealing with several matters related to:

• Breach of contract
• Tortious Interference
• Unjust enrichment
• Shareholder disputes
• Transaction disputes
• Divorce
• Personal injury and wrongful death
• Employment matters
• Valuation issues