Some of Our Clients
Crypto Token Network
A unique valuation problem from a UCSB spin-out. This company was created to establish a marketplace for owners of excess computer network resources and consumers of network resources using crypto-currency tokens. We valued the tokens before they began trading on the open market.
Hotel & Real Estate Owners
We valued partner interests in seven entities from 30 to 60 years old with total value in the hundreds of millions. By taking the time to thoroughly review each situation and apply proven open-market principles, we were credited with avoiding over twenty million dollars in estate tax compared to the typical appraisal.
Minority Interest Discounts
An over 100-year-old Santa Maria company with land, commercial office and oil & gas holdings on the central coast. When their first valuation was found lacking by the IRS, our analysis of a minority interest provided a value reduction on the order of 60%. The revised tax return was accepted by the IRS 'as presented'.
Owner Ready to Exit
After three failed attempts to sell this Wisconsin based, value-add distributor in the past ten years, our support helped the company negotiate its own buy-out, improving the initial $5.5 million offer by $2.5 million.
Eighty Year Old Business
After growing the family business to $30 million in revenue, the elderly second generation of a highly recognized food brand sold its Arkansas based company. Our valuation highlighted a brand extension to additional products, improving the deal by $3 million.
A trend setting craft whiskey producer in western Pennsylvania. We helped with the buy-out of a family member's interest after they moved away to support their spouse's career.