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We Have the Resources and the Data to Help You Sell Your Company at the Right Time, the Best Price, and in the Most Tax Efficient Way.

Business Valuations

 

  • Company Valuations for   Purchase or Sale 
  • Early-Stage / Pre-Revenue Companies 
  • Late Stage / Pre-Transaction Valuations
  • Legacy and Intercompany Transfers
  • Incentive Compensation - Plan Design
  • ESOP Updates
  • Fairness Opinions

 

What is Your Company Worth?

 Business Valuations

 

  • Portfolio Company Valuations
  • Early-Stage / Pre-Revenue Companies 
  • Late Stage / Pre-Transaction Valuations
  • Legacy and Intercompany Transfers
  • Incentive Compensation  - Plan Design
  • ESOP Updates
  • Fairness Opinions

 Financial Reporting

 

  • Intellectual Property
  • Purchase Price Allocation
  • Goodwill Impairment Testing

 Corporate Planning

 

  • “Valuation Gap” Analysis
  • Healthcare Valuations: Commercial Reasonableness & Fair Market Value Analysis for Compliance with Federal & State Anti-Kickback statutes
  • Compensation Analysis
  • Projected Financial Statement Preparation
  • Investor Presentations

 Estate & Gift Tax Planning

 

  • LLC
  • FLP
  • Gifting
  • Estate Tax filing

 Litigation Support

 

  • Shareholder disputes
  • Economic damages and lost profits 
  • Intellectual Property Valuation
  • Marital Dissolution
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We help business owners with:

  • Business Valuations
  • Legal & Advisory
  • Tax Deferral Strategies

 

 

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