Business Valuations
M&A Advisor
Commercial Real Estate Appraisal
Results that Stand Up
Explaining what matters & why it matters with
Insight, Intelligence & Integrity
Our client roster is the best testimony to the value we provide....
-James Lisi, Owner
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LITIGATORS
Value arguments and expert testimony that withstands challenges from IRS, in court or mediation
BUSINESS OWNERS
Simple, low cost market values to put you in the ballpark for internal negotiations, or full consulting when an experienced acquirer arrives and the one-time chance to secure your future is at stake
EMPLOYERS & ERISA TRUSTS
409a and ESOP valuations that address preferred stock, contingent liability and dilution, protecting the founders and CEO from legal threats
ESTATE TRUSTEES
We capture all FMV discounts, and back it up with accounting principles and court precedents. Peer-reviewed, we teach these advanced methods at professional valuation conferences
PARTNERS & SPOUSES
Valuations reflecting an owner's position to help settle partnership and divorce matters
IRA CUSTODIANS
Appraisals of alternative assets held in IRA or 401k plans that save tax by providing discounted market values
PRACTICE AREAS
Affiliations
OUR QUEST
To bring a clear, fundamentally sound finding of value to each client
When competitors' cases go to Tax Court or when negotiations fall apart over valuation, it is often because the analyst has failed to use good fundamentals. Our positions are built so that authorities have no choice but to consider them. Four factors set us apart - and are why we are able to produce for our clients. All without an IRS challenge - ever.
First, appraisal is more than the financials and market cap rates. We capture a company's value drivers like a private equity investor - entry barriers, growth rate and available market. This not only helps explain the value of intellectual property, but all business types - early stage growth, Main Street, services, SaaS, distribution and manufacturing. Each is different. Each value is driven by specific competitive, economic and market factors.
Then, we apply data that fits. Private companies are best valued starting from M&A data, not public market data. Just ask a private equity investor or business broker.
Third, our solutions are built with scientific method that connects the value drivers to the end result. This is different from a theoretical approach using statistics, CAPM, binomial lattice analysis and differential equations that are certainly skillful, but can be enormously inaccurate for small and medium size companies.
And last, we purposefully address inventory, real estate and contingencies that analytics and income models don't consider, which is key for real estate partnerships, retail/distribution, 409a stock compensation and ESOPs and C-to-S conversions.
For more depth, check the site library.
Clients Served in....
california
Texas
nevada
arizona
Washington
Hawaii
Colorado
New Mexico
Utah
massachussets
New York
washington,dc
Pennsylvania
Maryland
Virginia
north carolina
south carolina
Georgia
florida
Arkansas
missouri
Ohio
Michigan
Illinois
Wisconsin
Minnesota
