Services We Offer

Optimize Your
Tax Strategy

Tax Planning and Compliance Services

  • Perform estate and gift valuations for your family
  • Value charitable donations
  • Analyze corporate restructuring, reorganizations, and recapitalizations
  • Value equity compensation (deferred compensation under 409A)

Value a Potential
Acquisition

Acquisition & Exit Strategies

  • Value a potential acquisition or sale of a company or division
  • Exit/succession planning
  • Analyze existing and proposed complex capital structures
  • Analyze operational effects of a business reorganization
  • Appraise intellectual property and intangible assets such as patents, trademarks, trade names, computer software, research and development, trade secrets, proprietary technology, and covenants not to compete

Asset
Analysis

Financial Reporting Services

  • Purchase price allocation of acquired tangible and intangible assets (ASC 805)
  • Goodwill impairment analysis (ASC 350)
  • Intangible asset impairment analysis (ASC 360)
  • Fair value analysis (ASC 820)
  • Fair value of stock options and other equity-based compensation (ASC 718)

Finding
Resolution

Litigation Support Services

  • Pre-litigation consulting
  • Forensic Accounting
  • Partner / Shareholder disputes

Small Business,
Big Needs

Small Business Services

  • Succession & Exit planning
  • Buy-sell Agreements
  • Partner Buyouts or Buy-ins
  • Risk Assessment
  • Operational Benchmarking

Start Ups &
Venture Capital

Business Growth Support Services

  • Value equity interests offered as compensation to employees (409A)
  • Financial forecast modeling
  • Venture capital portfolio investment and fund valuation
  • Analysis of complex capital structures, waterfalls, and scenario analysis
  • Analysis of investment returns
  • Review of third-party 409A and other valuations