What we value: below

 

Litigation

  Lost Profits/Business Damages

  Shareholder Disputes

  Divorce

  Franchise Disputes

  Bankruptcies

SEC Purposes

  Restricted Stock/Rule 144 Stock

  Option Grants/Transactions Prior to IPOs

Fairness Opinions

Solvency Opinions

 

Tax Purposes

  Estate Taxes/Estate Planning

  Gift Taxes

  Charitable Contributions

 "S" Corporation Conversions

  Purchase Price Allocations

Transactions

  Goodwill Impairment (SFAS 141 & 142)

  Mergers/Acquisitions/IPOs

  ESOPs

  Minority Interest Buyouts/Redemptions

  Purchases or Sales of Divisions


Back to Top: Why we value

 

Securities

  Common Stock (voting and non-voting)

  Preferred Stock

  Convertible Securities

  Restricted Securities

  Notes/Debentures

  Stock Options/Warrants/Derivatives

Limited/General Partnership Interests

Promissory Notes

Intangible Assets

  Goodwill/Going Concern Value

  Patents/Royalty Rights

  Trademarks/Copyrights

  Customer Lists/Franchise Rights

  Buy-Sell and Non-Compete Agreements