Specialty Valuation Service
Support For 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:
Depending on the needs of your situation, our experts will work with you and your team to:
For contested matters, specialty valuations are specific to the state that the business operates in or where the business owner resides.
A Fully Engaged Process Customized To Meet Your Situation
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.