Our services specialize in the valuation of closely held businesses and professional practices. Regardless of why a valuation is required, we have the expertise and experience to assist you.
Matrimonial – In many marital estates, the most significant asset is an interest in a closely-held business or professional practice. Our team of professionals has significant experience and specialized training in the valuation of such interests. Our comprehensive valuation reports and the level of due diligence that underlies them, greatly increases the chances of our valuation opinions being adopted by the courts. Our reputation for excellence has resulted in our appointment by State Supreme Court as financial and valuation experts in over 400 matrimonial cases throughout New York State.
Estate and Gift Tax – In addition to the appraisal of an ownership interest in a closely-held company prepared in connection with estate planning or the filing of an estate or gift tax return, we assist with the resolution of valuation disputes with taxing authorities, and provide estate planning services to minimize taxes and facilitate an orderly succession of ownership in closely-held business interests.
Mergers and Acquisitions – We assist buyers and sellers in proposed merger and acquisition transactions in assessing the value of the seller’s business. Additionally, we represent buyers and assist them in the performance of due diligence to support the offering price and to provide legal counsel with critical information for the drafting of contractual provisions.
Dissenting Shareholder Actions – Provide valuation services and related expert testimony in dissenting and/or oppressed shareholders’ actions under the New York State Business Corporation Law.
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.