Convertible Securities
Closely held convertible debt is difficult to value because it is difficult to find publicly traded convertible debt that meets the conversion privileges and provisions of the closely held debt.
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Family Limited Partnerships (FLPs) and Family Limited Liability Companies (FLLCs)
Gift and estate taxes are paid based on the fair market value of the asset transferred.
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C to S Corporation Conversion
Valuations are also needed to determine the amount of gain that must be recognized under IRC Section 1374 upon a disposition of property by an S corporation that was formerly a C corporation.
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Financial Services
Companies dislike the term ‘turnaround consulting’ because it represents failure. The truth is that turnaround consulting represents success.
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Estate and Gift Tax Valuation
Valuation for estate tax purposes is critical because the estate tax value determines, in some instances, whether and the extent to which, the estate owes federal estate taxes.
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Strategic planning
Bonds and commodities are much more stable than stocks and trades. We allow our clients to invest in the right bonds & commodities.
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Employee Stock Ownership Plans (ESOPs)
An employee stock ownership plan (ESOP) is a qualified defined contribution plan with the primary investment goal of purchasing and owning equity securities issued by the sponsoring corporation.
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Audit & Assurance
Audit and assurance is all about meticulous data analysis. Everything needs to be checked, double checked, and triple checked.
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Publicly Traded Stock
At times, valuation analysts are called upon to value publicly traded stock.
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Trades & Stocks
This allows us to specialize in all dimensions of trades and stocks, because we have a specialist within the team for every scenario.
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Stock Options
Situations where stock options are required to be valued include grant, exchange, termination, proxy statement disclosure, financial statement purposes and footnote disclosure, executive compensation or income tax reporting, ownership transfer, and breach-of-contract matters.
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Strategic Planning
We work with our clients and do a deep analysis of their business. We help prepare possible outcomes to different decisions.
read moreContact us at the Consulting WP office nearest to you or submit a business inquiry online.
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