Project Descriptions

Insulation sales and installation company: We valued approximately fifteen smaller companies that were ultimately acquired by this client.

Custom home construction company: We valued this company pursuant to the property settlement in connection with a divorce action involving the company owner.

Masonry business: We valued this company pursuant to the property settlement in connection with a divorce action involving the company owner.

Hearing aid franchisee: This valuation was done in connection with business succession and estate plans.

Coffee house: This valuation was done for a client that was considering buying the business.

Building supply company: This valuation was done in connection with the sale of a majority interest in the business to an existing minority shareholder.

Computer consulting business: We valued this business three times, twice buying out existing shareholders and a potential sale of a one hundred percent interest.

Office equipment sales company: This valuation was done pursuant to the property settlement in connection with a divorce action involving the company owner.

Building supply company: This valuation was done pursuant to the property settlement in connection with a divorce action involving the company owner.

Building supply company: This valuation was done in connection with estate and inheritance taxes.

Clothing company: We valued this company in connection with business succession plans and estate planning.

Manufacturing company: We valued this company in connection with business succession plans and estate planning.

Advertising specialties company: This valuation was done in connection with the sale of a fifty percent interest to the remaining fifty percent interest owner.

Civil engineering firm: This valuation was done in connection with the sale of minority interest stock by the one hundred percent owner to various employees.

Plumbing and fuel oil company: We valued this business in connection with the sale of the business by an estate to a beneficiary of the estate.

Firm of consulting geologists: This valuation was done in connection with the redemption of some preferred stock.

Janitorial business: This valuation was related to the sale of a one hundred percent interest in the business.

Trucking company: This valuation was related to estate planning.

Start up internet company: We determined amounts of discounts to be applied to reflect specific restrictions on some of the stock being issued.

Architectural firm: This valuation was done relative to selling stock to employees and reducing both of the original owners from fifty percent interests to minority interests.

Metal fabricating company: This valuation related to business succession and estate planning.

Day care center: This valuation was done for a potential buyer of a 100 percent interest in a day care center in an urban area.

Building supply company: This valuation related to the estate and inheritance tax returns for a deceased 50 percent owner.

Manufacturing company: This valuation was done in connection with the business succession plans of a 100 percent owner of a metal products coating firm, including the sale of a minority interest and the sale of a majority interest to a strategic buyer.

Manufacturing company: This valuation was done in relation to a 50 percent owner acquiring the other 50 percent interest of a disgruntled shareholder in a machining company with a recent history of losses.

Farms: This case involved the assessment of the impact of some new local government ordinances that grandfathered current, but prohibited future, corporate ownership of farms within the township. The township’s goal was to preserve the tradition of “family farming” with the township borders.

Construction company: This valuation was done in connection with the plans of the 100 percent owner wanting to sell out and retire.

Structural steel fabricator: This valuation was done in connection with business succession planning in and for this family controlled construction business.

Mobile home park: This valuation of a corporation that owned and operated a mobile home park was done in connection with the preparation of the deceased owner’s federal estate tax return.

Real estate development company: This case involved the valuation of a corporation that owned and operated a significant number of four and six unit apartment buildings. It was done in connection with the preparation of the deceased owner’s federal income tax return.

Supermarket: This valuation was done in connection with the preparation of the deceased owner’s federal estate tax return and dealt with a grocery supermarket business that had one location in a very upscale community.

Pharmacy: This valuation was done on behalf of an individual who was considering buying an independent, non-franchise, pharmacy.

Dental practice: This valuation was done for a client who was considering and did acquire this sole practitioner dental practice. The selling dentist was retiring.

Retail cosmetics store: This valuation was done in connection with the contemplation of a sale of the business to unrelated parties.

Wholesale paint and wall covering distributor: This valuation was done in connection with the redemption of stock by the estate of a fifty percent shareholder.

Architectural building block manufacturer: This was a valuation done in connection with an “oppressed shareholder” suit. One significant business and real estate holdings were included amongst these family owned businesses. The alleged oppressor and oppressed were father and son, respectively.

Real estate agency/title insurance agency: This valuation was done for purposes of a business succession plan. There were two entities to be offered as a package. One was a corporation real estate agency. The second was a 50% general partnership interest in a limited partnership where a condition of partnership was being a real estate agent for the first entity.

Nursery and landscaping business: This involved a potential sale to management personnel or perhaps sale to an outside strategic buyer. The business had an excellent reputation in the geographic area, but unknown to the public were recurring recent annual losses of significant amounts.

Real estate agency: This valuation calculation was done in connection with the near time sale of a minority interest to a person identified as the likely buyer in later years for the balance, 100% interest.

Office equipment sales company: The valuation was done for a member of the company’s senior management who was considering and did, in fact, shortly thereafter, buy a 100% interest in the company.

Auto glass repair/replacement business: This involved a valuation done for the potential buyer of a 50% interest in a well established company being taxed as an “S Corporation”.

Medical records transcription business: The valuation calculation was done for the husband in a divorce case where the wife was the sole owner of the business. The primary issue was the matter of personal goodwill versus corporate goodwill and the property settlement.

Auto mechanical repair business: The valuation calculation was done for a potential investor who was considering recapitalizing the business of a friend.

Home construction business: The valuation calculation was done for an investor, basically a one-person “holding company”, who was considering and did acquire an established home construction business. Former owners were to be retained as part of management.

Home remodeling business: The valuation calculation was done for an investor, basically a one-person “holding company”, who was considering and did acquire an established home construction business. Former owners were to be retained as part of management.

Supermarket: This valuation was done as a follow up to a prior valuation project. The original valuation was done in connection with the preparation of the deceased owner’s federal estate tax return and dealt with a grocery supermarket business that had one location in a very upscale community.

Healthcare provider for incarcerated persons: The valuation calculation was done in connection with the buy out of a 50% owner by the other 50% of an established provider of such services.

Hotel near an historic area: The valuation calculation was done in connection with the buy-out of allegedly oppressed minority shareholders of a family-owned hotel in a high tourist area.

Manufacturer/supplier to residential home builders: This valuation was done in connection with the buy-out of allegedly oppressed shareholders of a family-owned business.