General Business Services
- Provided appraisal and transaction consulting services to the owner of a commercial aviation wholesale fuel provider for use in their negotiations with the acquiring company.
- Determined the fair market value of a fractional interest held in a niche accounts receivable factoring company for income tax purposes to substantiate a charitable contribution.
- Determined the fair value of a 25% shareholder interest in a Texas-based investment management company relying on guidance from Subchapter H of Chapter 10 of the Texas Business Organizations Code for the standard of value ("Fair Value").
- Value conclusion prevailed in mediation and settlement over a competing valuation firm's opinion related to a shareholder's interest held in a large licensed recording insurance agency involved in a marital dissolution case.
- Valued multiple steel service operators, machine shops and fabricators for estate tax related work.
- Valuation of 100% and fractional interests held in numerous closely-held businesses for C to S conversion, ESOPs, marital dissolution, merger and acquisition (buy/sell), gift and decedent estate purposes.
- Provided an opinion of value for a dance floor rental company for employee buy-in purposes.
- Appraisal of a regionally focused garbage and recycling collection company for estate purposes as well as consulting on the reasonability of recent asset purchase offers.
- Consulting and business valuation services for a large plumbing company focused on housing edition construction for potential transfers among family members.
- Estate business valuation for a provider of industry-leading industrial pumps used by municipalities with exclusivity agreements with larger manufacturers.
