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 & 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


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)


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