Representative Services
Estate Planning
- Minority and Control Interests in Privately Held Business Entities
- Gifts of Minority Interests
- Family Limited Partnerships/LLCs Holding:
- Real Estate
- Securities
- Combination
- Undivided Interests in Real Estate (Common Tenancy)
- Debt Securities (Promissory Notes)
- Restricted Stock (SEC Rule 144)
Shareholder Disputes/Buyouts
- Litigation Support
- Independent Valuation Consultation for Buyer and Seller Combined
Financial Reporting
- FAS 141 Asset Allocation
- FAS 142 Goodwill Impairment Testing
- FAS 123R Share-Based Payment
- Section 409A
- Allocation of Value to Complex Capital Structures
- Current Value Method
- Probability-Weighted Expected Returns Method
- Option Pricing Method
- Stock Options
- Black-Scholes Model
- Binomial (Lattice) Model
Intangible Assets
- Patent
- Trademark
- Tradename
- Customer List
- Non-Compete Agreement
- In-Process R & D
Approaches/Methods Applied
- Cost Approach (Asset Based Approach)
- Income Approach
- Discounted Future Cash Flow (Earnings)
- Capitalization of Single-Period Cash-Flow (Earnings)
- Relief From Royalty Method
- Discount Rate
- Capital Asset Pricing Model
- Build-Up Method
- Market Approach
- Guideline Public Company Method
- Guideline Merged or Acquired Company Method
