VALUATIONS


MERGERS & ACQUISITIONS

  • Advice to Trustees for U.K. limited company in sale of manufacturing business to U.S. corporation subject to right of first refusal agreement.
  • Advice to publicly traded high-technology company with regard to valuation of prospective acquisition targets.
  • Advice to a wide range of manufacturing, distribution and service businesses with regard to valuation ranges likely to be achievable in company sales and to valuation issues throughout transaction negotiations.

ESTATE & GIFT TAX VALUATIONS AND ESTATE PLANNING SUPPORT

  • Fair market value appraisals for the gifting of stock to family members, Death and alternative valuation date appraisals for estate tax purposes.
  • Summary valuation analysis and management assessment for use in estate and succession plan.

FAIRNESS OPINIONS

  • Fairness of common stock considerations in mergers.
  • Fairness of asset purchase considerations in sales of ESOP.

OTHER REPRESENTATIVE VALUATION ENGAGEMENTS

  • Buy-Sell Agreements: Valuation analysis for establishment of buy-sell for development of incentive plan for non-owner management retention and value enhancement.
  • ESOP Valuations: Annually updated appraisals of ESOP shareholdings in industry-specific software development company for IRS and DOL reporting requirements and participant redemptions.
  • Shareholder Disputes: Valuation analysis for resolution of dispute between shareholders of service business.

EXPERT WITNESS & LITIGATION SUPPORT

  • Assessment of damages and expert witness testimony in disputes between franchisor-franchisee in petroleum marketing and transportation industries and lessor-lessee in consumer retailing.
  • Valuation of minority share interest in furniture manufacturing company and expert witness testimony in litigation regarding redemption transaction and subsequent initial public offering. Litigation support analysis and expert witness testimony in domestic relations disputes involving shareholdings in companies in a wide range of industries.
  • Expert witness testimony admitted in Federal District and Massachusetts Courts.

 
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