Reasons for a Business
Valuation

Financial Reporting

  • Employee Stock Option Expensing (SFAS 123R)
  • Purchase Price Allocation/Business Combination (SFAS 141R)
  • Goodwill & Other Intangible Asset Impairment Testing (SFAS 142/144)
  • Embedded Derivatives & Hedging Activities (SFAS 133)
  • Fair Value Measurements (SFAS 157)
  • Fair Value of Financial Instruments (SFAS 107)
  • Audit Support - Reviewing Third Party Appraisals

Tax Compliance

  • AICPA Compliance Opinions for Stock Options (IRC 409a)
  • Asset Election In Stock Transaction (IRC 338)
  • Property In Exchange for Services (IRC 83(b))
  • Charitable Donation (IRC 170)
  • Golden Parachute & Non-Compete Valuation (IRC 280 G)
  • Debt Discharge & Income From Discharge of Indebtedness (IRC 108)
  • Net Operating Loss Studies (IRC 382)
  • Gift & Estate Tax
  • Tax Support - Reviewing Third Party Appraisals
  • Traditional IRA Transfer of Illiquid Assets to Roth IRA

Litigation & Advisory

  • Pricing Analysis for Cash Flow Based Lending or M&A
  • Personal & Enterprise Good will Allocation
  • Buy-Side or Sell-Side Assistance
  • Employee Stock Ownership Plan Setup & Valuation (ESOP's)
  • Marital Dissolution
  • Shareholder Disputes
  • Shareholder Buy/Sell Agreements
  • Litigation (Lost Profits, Patent Infringement)
  • Business Succession Planning
  • Intangible Asset Acquisition or Sale