> businesses, professional practices, and their interests
> active-passive appreciation of business value
> court appointed, jointly retained valuations
> shareholder disputes, litigation
> valuation of stock options in publicly traded or private companies
> mediation, arbitration
> critiques of other valuations
> consulting to depose/cross-examine valuation experts
> businesses, professional practices, and their interests
> family LLCs and partnerships/LLCs (with real estate/stocks/bonds, etc.)
> voting, non-voting stock
> istock options, stock grants
> conversion of C to subchapter-S
> preferred stock recapitalizations
> review of IRS valuation challenges
> purchase/sale of a business, professional practice, or their interests
> redemptions under buy-sell agreements
> mergers, joint ventures, other combinations
> medical, dental, similar practices for disputes, divorce
> physician, dentist and orthodontist buy-ins, buy-outs and other needs
> telephone, video, cable, communications companies
> for estates, gifts, shareholder agreements, divorce, disputes
Notes Receivable:
> for estates, gifts and other matters, considering credit impairment, above/below market rates
Restricted Stock in Public Companies:
> for gifting, estates
Blockage Discounts for Larger Public Company Share Holdings:
> for gifts, estates
1338 Harding Place, Suite 200
Charlotte, North Carolina 28204
Phone: (704) 334-4932
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