Saltzman Hamma Nelson Massaro LLP’s professionals prepare independent, unbiased business and professional practice valuations for a variety of reasons including:
Disputes and litigation-related business valuation needs
- Court appointed valuations in disputes
- Minority shareholder disputes and litigation
- Marital Dissolution (equitable distribution)
- Business damage assessment and determination
- Bankruptcy
- Solvency analysis and fraudulent conveyance
- Reasonable officer compensation determination in disputes with the Internal Revenue Service
- Mediation
- Binding arbitration
- Litigation consulting services provided to trial counsel in preparing to depose and cross-examine valuation experts
Estate/gift tax and other tax related business valuations
- Estate tax related business valuation needs
- Gifting of closely held stock and partnership interests
- Family limited partnership and limited liability company valuation needs, including entities holding real estate, marketable securities or closely held common stock
- Buy-sell and shareholder agreements
- Business valuation for life insurance planning and funding
- Creation of non-voting stock in S-corporations for gifting purposes
- Conversion of C-corporation to subchapter-S corporation status
- Preferred stock re-capitalization
- Valuation of intangible assets for purchase price allocation
Merger, acquisition, and transaction-related business valuations
- Purchase or sale of closely held business or business interests
- Management buyouts
- Leveraged buyout transactions
- Bank financing
- Financial restructuring and re-capitalization
- Analysis and advice concerning pending offers to purchase
- Valuation of subsidiaries, divisions and joint ventures for spin-off to shareholders and/or sale
Health care transaction related business valuation needs
- Medical practice acquisitions by hospitals and health care institutions
- Physician buy-in to medical practices
- Joint ventures with health care institutions and integrated delivery systems
Other business valuation needs
- Shareholder value enhancement planning
- Critiques of business valuation reports prepared by others
- Valuation for incentive stock option plans (ISOs)
- Valuation of stock options and warrants
- Valuation for phantom stock plans
- Valuation of non-standard company classes of debt, equity and preferred stock
- Valuation of notes, bonds and distressed securities for taxation, debt forgiveness, debt for equity swaps, and other purposes
For additional information regarding these services, please contact Meyer M. Saltzman, CPA, DABFA by phone at (303) 698-1883 or email by clicking here.