Expertise

Financial Reporting

Corporate Finance Transactions

Corporate Finance Transactions

Purchase Price Allocations
Goodwill Impairment Testing
Indefinite Lived & Long-Lived Intangible Asset Impairment Testing
Real Estate, Lease, Property and Equipment Fair Value Measurements
Stock Based Compensation
Debt Facility Fair Value Measurements
Overall Audit Support

Corporate Finance Transactions

Corporate Finance Transactions

Corporate Finance Transactions

Mergers, Acquisitions & Divestitures
Recapitalizations & Leveraged Buyouts
Bankruptcies & Reorganizations
Going Private Transactions
Pre IPO Transactions
Evaluating Targets or Offers
Acquisition Target Assessments & Valuations
Buy Sell Agreement Valuations

Portfolio & Funds

Corporate Finance Transactions

Employee Stock Ownership Plans (“ESOPs”)

Mark to Market Reporting for Investments
Quarterly Valuations for Fund Investments
Carried Interest Valuations for Personal Tax Planning
Cross Fund Transfers of Portfolio Companies

Employee Stock Ownership Plans (“ESOPs”)

Succession Planning & Wealth Preservation

Employee Stock Ownership Plans (“ESOPs”)

ESOP Feasibility Studies & Valuations
Fairness Opinion for the Implementation, Sale or Termination of ESOPs
ESOP Valuations for Second Stage Transactions
Valuations for Annual ESOP Administration
ESOP Valuation Reviews

Succession Planning & Wealth Preservation

Succession Planning & Wealth Preservation

Succession Planning & Wealth Preservation

Estate Tax Planning & Compliance
Gift Tax Planning & Compliance
FLP & LLC Discount Studies
Restricted Stock & Blockage Discount Opinions
Buy Sell Agreements
Assessments of Strategic Alternatives
Qualified Appraisals for Charitable Contributions

Corporate Tax Planning & Compliance

Succession Planning & Wealth Preservation

Succession Planning & Wealth Preservation

Deferred Compensation (IRC §409A)
Stock Options/Compensation Expense
C to S Corp Conversions
Corporate Redemptions, Recapitalizations & Spin Offs
Transfer Pricing/Related Party Transactions
Buy Sell Agreements
Contributions to Joint Ventures