Business valuation for disputes, transactions, and reporting.

Litigation

Value when it is contested.

Marital dissolution

Business and professional practice valuations, enterprise and personal goodwill, and active and passive appreciation. Where owner compensation or income for support is also at issue, the valuation and the forensic analysis use the same normalized figures.

Shareholder, partner, and member disputes

Fair value and fair market value analyses for buyouts, oppression, dissociation, and other ownership disputes.

Transactions and opinions

Independent value for negotiation and closing.

Transactions and buy-sell agreements

Valuations for purchases, sales, buy-ins, redemptions, and contractual valuation provisions.

Fairness opinions

Independent opinions on whether transaction consideration is fair from a financial point of view.

Tax and financial reporting

Qualified appraisals and reporting valuations.

Estate and gift tax

Qualified appraisals of closely held business interests, including interests in tiered entities.

Financial reporting and ESOPs

Valuations for financial reporting and for employee stock ownership plans.

Intangibles, securities, and compensation

The harder-to-value assets.

Intangible assets

Valuation of intellectual property and other intangible assets, including trademarks, trade names, customer relationships, technology, software, and contractual rights.

Securities and complex financial instruments

Valuation of stock options, warrants, preferred stock, debt securities, derivatives, and other complex financial instruments.

Reasonable compensation

Analysis for tax and non-tax purposes.

Standards, approach, and industries

Income, market, and asset approaches, reconciled for the company and the purpose.

Valuation engagements are performed in accordance with the AICPA Statement on Standards for Valuation Services, the Uniform Standards of Professional Appraisal Practice, and the Business Valuation Standards of the American Society of Appraisers. Engagements have covered closely held businesses, professional practices, early-stage companies, thinly traded public companies, intangible assets, and complex financial instruments in construction, health care, financial institutions, manufacturing, transportation, retail and restaurants, and professional services. Based in Miami, with engagements throughout Florida and nationally.