Shareholder & Partnership Disputes
Gain a defensible basis for negotiation or resolution when ownership disputes arise from disagreements over enterprise value or the fairness of an ownership transition.
We provide independent valuation analyses designed to clarify the economic value of closely held business interests in matters involving shareholder disputes, partner withdrawal, ownership dilution, and internal restructuring. Our work is grounded in rigorous financial analysis and tailored to the specific legal and economic context of each case.
Whether the issue involves determining fair market value, assessing the impact of control, or evaluating competing financial positions, our analyses bring clarity to complex and often contentious situations.
Ultimately, our work assists business owners, attorneys, courts, and mediators in understanding the financial realities underlying the dispute—supporting informed decision-making, credible negotiation positions, and, when necessary, expert testimony.
Defensible valuations. Clear conclusions. Litigation-ready support.
Buy–Sell & Succession
Ensure a fair and orderly transfer of ownership when a triggering event occurs, such as retirement, death, disability, or voluntary withdrawal.
Closely held businesses often rely on buy-sell agreements to govern ownership transitions. The effectiveness of those agreements, however, depends on the clarity and consistency of the valuation process applied when the time comes.
We assist business owners and their advisors in applying appropriate valuation methodologies consistent with governing agreements and applicable valuation standards, providing independent analyses to determine the value of an ownership interest at the time of transition.
Our work helps establish a clear and defensible basis for ownership transfer, thus reducing uncertainty, supporting continuity, and minimizing the potential for future disputes.
Establish a clear value for ownership transition.
M&A Support
Better understand transaction economics and negotiate from an informed position during acquisitions, divestitures, and financing transactions.
We provide independent analyses to assist buyers, sellers, lenders, and advisors in evaluating the economic value of a business enterprise or ownership interest. Our work is designed to clarify expected cash flows, assess risk factors, and place the transaction within the context of current market conditions.
By developing objective, well-supported analyses, we help you approach transactions with a clear understanding of value, supporting more effective negotiation, structuring, and decision-making.
Gain clarity before you commit to a transaction.
Estate & Gift (Form 706)
Obtain clear and defensible support for reported values in estate and gift tax filings involving closely held business interests.
We prepare independent valuation reports designed to meet IRS documentation requirements for federal estate tax returns (Form 706) and related filings. Our analyses apply recognized valuation methodologies and incorporate relevant adjustments to ensure that reported values are well supported and compliant with applicable standards.
Our work provides you and your advisors with a reliable foundation for reporting by reducing uncertainty and supporting positions taken before taxing authorities.
Support your filing with a defensible valuation.
IP & Royalty Valuation
Confidently support licensing agreements, royalty rate determinations, and matters involving intellectual property rights.
Intangible assets, such as patents, trademarks, proprietary technologies, and brand rights, often represent a significant portion of enterprise value. We provide independent valuation analyses to quantify the economic contribution of these assets and to structure royalty arrangements grounded in financial and market-based evidence.
Our work helps clarify value, support defensible royalty rates, and provide a sound analytical foundation for transactions, reporting, and dispute resolution.
Establish a defensible value for your intellectual property.
Economic Damages
Understand the financial impact and quantify damages when your business suffers harm due to contractual disputes, operational interruptions, or other adverse events.
We provide structured economic analyses to estimate financial losses based on historical performance, industry conditions, and projected earnings. Our work is designed to clarify the extent of damages and support informed decision-making in litigation and dispute resolution.
By applying disciplined methodologies and clearly supported assumptions, we assist you and your legal counsel in presenting a reliable measure of economic loss.
Quantify losses with clear, defensible analysis.
