Specialty Valuation

Establishing Value In Unique Situations

A business’s value can have significant legal or tax ramifications. For those situations you need a Certified Business Appraiser on your team. We develop detailed reports that look in-depth at the factors that generate value in your business specific to the needs of a variety of business situations such as legal disputes, estate planning, or scrutiny by the IRS, SBA, or other government agency. In addition to certified appraisals of business value, we can provide expert witness testimony to back up findings for settlements and other legal matters.

Specialty valuations can provide defensible data for the following situations:

Divorce
Estate and Gift Tax
Shareholder/Owner Disputes
FINRA Disputes
CPA/Accounting
OSJ and Branch Value
Multiple Entities
Other Industry Needs
Other Complex Situations

Depending on the needs of your situation, our experts will work with you and your team to:

Perform and in-depth assessment of the past 3-5 years of financial data for your business(s). This includes identifying any changes or volatility, identifying the factors impacting those changes, and developing a deep understanding of the operations of the business.
In states where goodwill is a factor in legal settlements, our experts will analyze the relationships of the business to identify when and how those relationships arose and what activities went into developing those accounts.
Provide expert witness testimony in court along with support identifying and addressing discovery issues.
Prepare for court, including meeting with you and your attorney to help prepare cross-examination questions, conduct interviews, and analyze relevant evidence and discovery.

For contested matters, specialty valuations are specific to the state that the business operates in or where the business owner resides.

Our Process

Due to the unique nature of situations that require this level of support, our service operates on a retainer basis similar to that of a legal advisor. As a result, we take a consultative approach to the engagement, first meeting with you to understand your situation and needs. From there our team will provide a proposal for engagement that outlines the services we will provide and obligations for all parties, along with guidelines for the initial retainer and ongoing billing as necessary.

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Specialty Valuation

Establishing Value In Unique Situations

A Fully Engaged Process Customized To Meet Your Situation

Specialty valuations can provide defensible data for the following situations:

Depending on the needs of your situation, our experts will work with you and your team to:

Our Process

What Our Clients Are Saying

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