Professional Services
- Provided an opinion of professional goodwill attributable to the founding partners of an accounting firm prior to the transfer of ownership to senior associate CPAs.
- Prepared for estate tax purposes the appraisal of a large personal injury law firm including the outstanding cases that were primarily concentrated in pharmaceutical drug and medical device injury litigation.
- Provided appraisal and valuation consulting services to the majority owner of a staffing and outsourced recruiting company that specializes in recruitment for the information and technology (IT) and industrial sectors. Purpose of the appraisal was for the buy-out of minority equity holders.
- To support transfers of equity interests by gift, completed engagement to value a large software development and consulting company that specialized in SAP implementation and support.
- Valued one of the largest catering companies in the U.S. for use in buy-sell negotiations between shareholders of the company.
- Provided appraisal and valuation consulting services to the buyer interested in acquiring an established catering organization located in the southwestern portion of the U.S.
- Completed the valuation of a personal injury law firm for estate purposes, which included the appraisal and analysis of the various outstanding contingency cases and expected proceeds from a large class-action case.
- Completed a valuation engagement for a large personal injury law firm, which included caseload analysis and present value analysis of several large settlement payouts for estate tax purposes.
- Evaluated terms of offer to acquire a surveying and mapping firm, and provided appraisal and consulting services throughout the negotiation process to the owner of the firm that was the acquisition target.
- Determined property values in a divorce for a franchised insurance adjusting business.
- Provided an opinion of value for a nationally recognized residential interior design business for estate tax purposes.
- Engaged to perform a business valuation of a commercial interior design firm for buy/sell purposes.
- Appraised a large law firm focused on mass tort litigation for estate tax purposes.
- Valued a talent acquisition firm which used software as a service technology and dedicated curation teams for gift tax purposes.
- Appraisal of a nationally recognized provider of outsourced legal documents and expert witness processing services for gift transfers.
- Engaged to analyze the personal goodwill of current equity partners of a large multi-specialty allergy, asthma and otorhinolaryngology group practice in southeastern Texas.
