Fairness Opinions for Public and Private Enterprises
Fairness Opinions and Logic Memorandums
Buyer’s and Seller's Representation Work (See Article)
Confidential Information Memorandum “Prospectus Book”
Transactional Tax Advice and Financial Modeling
Purchase Price Allocations
Partner Buy-ins and Buyouts
Cost Segregation Studies
Solvency Opinions (See Article)
Estate, Gift and S Corp Purposes (See Article)
IRS Mandated Reports
Employee Stock and Equity Awards
Deferred Compensation § 409 A
Stock Options
Undivided Interest Discounts
Domestic Entities Doing Business in Foreign Lands
IC-DISCs
Goodwill and Intangible Assets (See Article)
Buy-Sell Agreements, Valuation and Consultation
Non-profit Entities, Private Benefit and Inurement Reviews
Private Debt Valuations (See Article)
Private Notes Payable/Receivable (See Article)
Expectancies
Contingent Assets and Liabilities
Lawsuits on Appeal
Law Firms, Contingency Fee Based
Earn-outs on Business Sales (See Article)
"Shadow Stock" Plans (See Article)
Stock Appreciation Rights
Unsecured "Royalty" Payments
Copyrights (See Article)
Trademarks (See Article)
Trade Secrets (See Article)
Oil & Gas Royalty Interests (Cash-flow)
Piecemeal Software Code
Patents in Pre-Commercial Stages
Pre-Development Stage Enterprises
Research and Development Stage Entities
Supported by Non-Profit, Entity Owned Patents
Facilitate bank loan applications, non-litigation
Securities portfolio analysis, litigation and non-litigation
Professional Sports Player Contracts
Executive Compensation
Alleged Disguised Dividends
Key Person Value (See Article)
Personal Goodwill (See Article)
Alter Ego and Single Business Enterprise (See Article)
Business Value and Fair Value
Dissenting Owner and Minority Oppression Actions
Marital Dissolution
Partner Dissolution
Lost Profits
Economic Damages (See Article)
Wrongful Death and Disability Damages (See Article)
Financial Forensics
Reasonable Royalties (See Article)
Disputed Mergers and Acquisitions
Analysis of Financial Phrases in Contracts
Domestic Entities Doing Business in Foreign Lands
IC-DISCs
CPAs and Business Valuators Ethics and Practice (See Article)
Insolvency Opinions (See Article)
Arbitration (Accredited Arbitrator) and Mediation (See Article)
Business Valuations
Personal Goodwill Analysis
Economic Contribution Claims
Value, Economic and Tax Aspects of:
• Pre-marital Agreements
• Divorce Settlement Agreements
• Buy-Sell Agreements: Family Business and Spouses
• Income Tax Allocations
• Jensen Reimbursement Claims
• Reasonable Salary and Compensation
• Reimbursement Claims