Representative Ongoing Engagements

• Ongoing ESOP Appraisal engagements include engineering service companies  in the areas of transportation, geotechnical , and landscape architecture design, and analytical laboratory services. An annual valuation recommendation is necessary to satisfy ESOP reporting requirement.  We have a thirty-year history of ESOP valuation engagements in a wide variety industries.
  
  
• We are regularly asked to provide Preliminary Valuation Consulting for companies investigating the implementation of ESOPs. In these instances we analyze the company similarly as with the annual valuation but with scope limited to a range of fair market values and limited documentation.
  
  
• Ongoing Options Appraisals include a high-technology satellite communications company concerning 409A regulations. We have a twenty-year history of high-technology valuation engagements.
  
  
• Preliminary Valuation Consulting often concerns internal transaction pricing analysis for companies seeking to determine a "fair market value" basis for ownership planning purposes.
  
  
  
  Representative Prior Engagements >