Other Services

Tax Disputes

When disputing taxes with the IRS, you better have an experienced professional at your side. Our experts can assist you with tax related business valuation disputes.

Management/Ownership Succession

When devising your management and ownership succession plan, there are a number of critical elements to consider. We have extensive experience with the financial, valuation, and tax issues associated with succession plans.

Marital Dissolution

Divorce can be a destructive force in people’s lives. Our valuation experts can help minimize the chaos involved in divorce. We closely held businesses or professional practice owned by perform valuations of divorcing parties.

Our services to divorce lawyers include:

• Assisting in the discovery process
• Performing forensic accounting
• Analyzing value/divide benefits
• Calculating postema claims
• Compiling the marital estate
• Assessing needs of the clients
• Developing “tax-smart" property settlement proposals
• Determining support payments

Shareholder Disputes/Redemptions

There's always a dissenter in the group. That’s especially true when it comes to shareholders in a company. We can prepare business valuations relevant to shareholder dissent or oppressive actions, as well as define the appropriate standard of value for the business interest. We also provide support for alternative dispute resolution methodologies.

Accounting Interpretations

Our experts can assist you with consultation, expert testimony, arbitration services, and business valuations regarding tax matters and accounting interpretations during a business dispute.

Valuation Advisory Services

Are you sure you’re making the right decisions for the future profitability of your company? Our consultants will assist you in aligning your management decision-making processes with an increase in the value of your company.

We’ll review various strategic and financial scenarios, including:

• Strategy assessments
• Identification of core value drivers
• Evaluation of ownership and management structure
• Review of business plans
• Evaluate growth opportunities
• Identification of exit strategies