Services Offered
Business Valuation, Litigation Support, Expert Witness, Forensic Investigations, and Intangible Asset Valuations.
Business Valuation:
We determine the value of closely-held companies, professional practices, partnerships, LLCs, and other types of businesses and business interests. The need for an appraisal may arise for marital dissolution, estate planning, shareholder buy-outs or disputes, employee options, sale of businesses, and business planning.
We offer three levels of written valuation reports, depending on your needs and budget. Download a detailed explanation of these report types.
Since 2002, Daniel Gilbert has appraised well over 900 businesses in a variety of industries. The sizes have ranged from extremely small home businesses to large multi-national firms with over $100 Million in revenues. The work we do can range from selling a few hours of our time to preparing full appraisal reports. The level of service is defined by your needs.
We have extensive training and credentials in the field of business valuation. Some of the more common uses of our business valuation expertise include:
- Buying/Selling or Mergers of Companies
- Marital Dissolutions, including state-specific personal goodwill determination.
- Stock-Related Employee Benefits
- Estate and Gift Tax Returns
- Employee Stock Options (Section 409A and FAS 123R)
- Shareholder Disputes and Dissension Actions
- Estate Planning – Gifting of interests
- Election of Subchapter-S Status
- Business Start-up funding
- Business Planning
- Buy/Sell Agreements
- Partnership Dissolution
- Intellectual Property Valuation
- Purchase Price Allocations
- ESOPs
Litigation Support:
We perform financial analysis for litigation, quantifying lost profits or lost business value, testifying frequently as an expert witness in state and federal court on many occasions. As a financial specialist and expert witness, we can assist in arbitration, mediation, settlement negotiations, and trial. We bring insight drawing from experience in a variety of industries, including technology, finance, healthcare, manufacturing, retail, wholesale, service, and real estate. This diverse professional background and focused valuation and litigation expertise allow us to undertake assignments for most businesses and purposes.
Expert Witness:
Daniel Gilbert, CPA/ABV, CFF, CVA is experienced in representing his findings and opinions in a legal setting, both in court as well as mediation and arbitration.
Forensic Investigations:
Many cases are won or lost during discovery, so an investigative accountant can be a valuable asset. We can advise lawyers about the types of records to request. Our investigative accounting techniques help establish causation of damages when searching for improprieties, to uncover hidden assets or fraudulent conveyances, and to detect fraud or embezzlement. Once information is obtained, we analyze and explain its significance in clear and understandable terms.
Intangible Asset Valuations:
Providing valuation for patents copyrights, trademarks, brands, software, and other assets is one of our core strengths. We provide IP valuation for:
- Merger and Acquisition valuation (SFAS 141, 141R)
- Fair Value determination for financial reporting (SFAS 157)
- Impairment Testing (SFAS 142)
- technology transfer
- Legal disputes