Financial Reporting

In accounting and economics, fair value is a rational and unbiased estimate of the potential market price of a good, service, or asset.  It takes into account such objective factors as: Fair Value For Financial Reporting acquisition/production/distribution costs, replacement costs, or costs of close substitutes actual utility at a given level of development of social productive […]

Selling Your Business

We’ve helped owner(s) prepare for a buyout from initial valuation to transaction terms, conditions that maximize the sales proceeds, and purchase price allocation.  

Succession Planning

We help plan and facilitate the eventual succession by family members or key employees to ensure the legacy of the Founder(s) or heirs.  Our oldest client is in its fourth generation with a business that started in the mid-1800’s.

Intellectual Property

We can value all types of intangible assets—royalty streams and service marks, business process patents, trade names, media libraries, and bio-technology.  

Trusts & Estates

We assist estate attorneys in all aspects of valuing business interests for gift/transfer and/or estate taxes.