Service Category One Desc2

Summary Business Appraisal

Uses: Generally, for smaller businesses between familiar parties.

Business Sale Preparation

Management Planning

Asking Price Justification

Buy-out of Partners / Shareholders (private firms)

Buy / Sell Agreements

Exit Strategy Planning

Personal Financial Planning

Insurance Planning

Limited Business Appraisal

Uses: Generally, for private purposes between unfamiliar parties.

Mergers & Acquisitions

Business Sale Preparation

Purchase Price Justification

Buy-ins/Capital Infusions, Equity Participation Valuation

Independent Appraisal Verification

Divorce Likely to Be Settled Out of Court

Shareholder Transactions

Family Business Ownership Transfers

Certified Business Appraisal

Uses: Generally, for legal purposes sufficient for use in Court.

Estate Planning/Disbursement

Tax Planning

Employee Stock Ownership Plans (ESOPs)

Divorce with Anticipated

Litigation

Litigation Support/Defense

Partnership Disputes likely to be Litigated

Shareholder Litigation

Determination of Economic Loss

Wrongful Death/Injury/Insurance

Business Valuations