Overview
The services we offer are helpful and often required for people in the following situations:
Professional Advisors (Attorneys, Accountants, Business Bankers, Financial Advisors)
Who have clients:
- Going through a divorce or legal separation.
- Considering buying or selling a company.
- Creating an estate or succession plan.
- Gifting shares or an ownership interest in a company.
- Needing a value of a fractional interest in real estate or private party note receivable.
- In need of a financial damages calculation, lost business value or lost earnings analysis for litigation.
- Needing bank financing.
- In Bankruptcy.
Individuals
Who are:
- Doing estate planning.
- Owners of partial interests in real estate or private party notes.
- Going through a divorce where one or both parties own a business.
- In need of a financial damages calculation, lost business value or lost earnings analysis for litigation.
Corporations
Who are:
- Conducting or considering a shareholder redemption.
- Performing an equity recapitalization.
- In need of stock compensation reporting.
- Valuing shares in the company annualy.
- Wanting a preferred stock valuation.
- Making an S corporation election.
Business Owners
Who are:
- Involved in a shareholder dispute.
- Going through a divorce or legal separation.
- Creating an estate or succession plan.
- Considering a partial buy-out from other partners.
- Considering making a gift of shares or interest in their company.
- Looking to buy or sell a company.
