Investment
Mergers & Acquisitions
Fairness Opinions
ESOP Valuations
Business Investment
Sale of a Business
Succession Planning
IP Valuations
Goodwill Valuations
Bank Financing
Tax-Related Matters
IRC ยง409A compliance and GAAP requirements of ASC 718 (formerly SFAS 123R)
Estate and gift tax compliance
Potential Capital Gains tax issues
Potential built-in-gains from a conversion from a C to S corporation
Federal, State and County tax disputes
Financial Reporting
Fair Value Measurement and Portfolio Valuations of ASC 820 (formerly SFAS 157)
Purchase Price Allocation requirements of ASC 805 (formerly SFAS 141R)
Intangible Assets and Goodwill Impairment requirements of ASC 350 and 360 (formerly SFAS 142 and 144)
Conflict Resolutions
Partnership/shareholder disputes
Determination of business damages or lost profits
Intellectual property valuations for disputes
Marital Dissolution proceedings
Bankruptcy Court proceedings
Probate proceedings
Real Estate Appraisals
(Performed through a third-party company)
Investment Purposes
Tax Related Matters