• Estate & gift tax valuations
• Private company valuations
• Family limited partnership/LLC 
  valuations
• Deferred compensation (IRC § 409A)
• Stock options compensation expense
• Conversion from C to S corporation
• Purchase price allocation (SFAS 141)
• Goodwill impairment testing (SFAS 142)
• Employee stock options (SFAS 123R)
• Litigation
• Shareholder/Partner disputes

• Mergers, Acquisitions &
  Divestitures
• Evaluate strategic
  alternatives
• Raise capital
• Recapitalization
• Take the company private
• Public offering

• Comply with FINRA Rule 2290
• Independent source
• Well documented

• Buy-sell agreements
• Succession planning
• Pre-sale of company
  planning
• Advisory board