We have extensive experience in assisting individual clients and estates and estates and their advisors with wealth transfer planning and in complying with the rigorous valuation disclosure requirements of the IRS for income, gift, and estate tax returns.

We meet the specific needs of businesses by providing appraisal services in the areas of M&A transactions, purchase price allocations, goodwill impairment testing, early stage company valuations, intangible asset valuations, stock option grants, S-corporation elections, and buy-sell agreements. The reports we prepare are tailored to the purpose of the engagement, the needs of the client, and where necessary, the documentation requirements of independent auditors.

We furnish litigation consulting services to law firms for matters relating to partner and shareholder disputes and commercial damage/economic losses, including intellectual property cases. Attorneys receive the strategic input they require to be successful, including identifying potential damages, quantifying an initial estimate of economic losses, preparing discovery requests, and critiquing as opposing expert's report. We then furnish an expert report suitable for arbitration, mediation, trial and provide expert testimony.