Specialized Valuations

We routinely provide specialized valuation services, such as:

Enhanced Earnings Capacity/Professional Licenses/Advanced Degrees - Analysis of an individual's enhanced earnings capacity and the determination of value for professional licenses, advanced educational degrees, and career attainments.

Stock Options - We provide valuation services of qualified and non-qualified stock options. We also compute the marital/separate apportionment of the value.

Qualified/Non-Qualified Retirement Plans - We provide valuation services regarding qualified and non-qualified retirement and deferred compensation plans primarily for purposes of matrimonial litigation and for estate and gift tax planning. The services in the matrimonial arena include the proper allocation of plan values and balances between their separate and marital property components.


Valuation, Forensic & Litigation Portal

For Document Portal Support, please send an email to vflportalsupport@bstco.com.

Portal Support Document

  VLF's Portal User Guide

Service Advisors

John R. Johnson
Thomas A. Hutson
Michael J. Raymond

Related Resources

  Business Valuation Information Sheet
  Valuation, Forensic and Litigation Services Brochure
  Revenue Ruling 59-60

Articles

  Valuations of Interests in Private Equity and Hedge Funds
  For Asset Managers, the Risk Is In the Return
  New York Law Journal Valuation Article
  Duplication Revisited by Johanne Floser
  A Peek Through Hedges Provides Insight on Valuation Discounts Article
  Assessing Risk in Enhanced Earnings Valuations in Matrimonial Litigations article by John Johnson
  The Loaded Gun article by John Johnson
  Valuing the Closely Held Business article by Johanne Floser
  The AICPA Business Valuation Standard SSVS 1 article by Tom Hutson
  Business Valuation and C Corp Taxes on Embedded Gains Article by Tom Hutson
  White Paper - Avoiding Duplication in Matrimonial Proceedings

Presentations

  Avoiding Double Cross: The Unique Role of the Neutral Expert - Presentation from the 3rd Annual Summit on Business Valuation in Divorce
  Duplication Revisited Presentation by John Johnson - AAML Panel Discussion and the NYSBA Spring CLE
  Presentation on the Valuation of Hedge and Private Equity Funds
  Handout on Definitions of Hedge Fund Strategies from Presentation on the Valuation of Hedge and Private Equity Funds
  Handout on Glossary of Terms from the Presentation on the Valuation of Hedge and Private Equity Funds
Valuation Process & Discovery presentation by John Johnson
  Accounting and Other Differences Among Business Entities presentation by John Johnson
  Advanced Tax Return & Financial Statement Analysis presentation by John Johnson


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