Summary
Business Valuations:
Our firm provides well-documented valuation reports for privately held companies with annual revenues ranging from $200,000 to $50 million. All valuations consider the Asset-based, Income and Market approaches to valuing a business and are done in accordance with the professional standards of the National Association of Certified Valuators and Analysts (NACVA).
Divorce Analytics/Forensic Accounting:
Financial Declarations: We can assist in developing a client’s financial declarations.
Pension Valuations: We calculate the present value of a spouse’s pension and the community/separate property allocation of the resulting asset value.
Tracings: We determine separate and community property allocation for assets and accounts that have been co-mingled, including real estate, investment accounts and 401Ks.
Stock Option Analysis: We determine the apportionment of vested and unvested restricted stock options (RSUs) and Incentive Stock Options (ISOs) attributable to separate and community property based on current case law.
Income Verification: We can determine the historical income of a spouse, including cases where the spouse is an owner-operator of a business.
Forensic Accounting: We complete tracings and analytics to determine the source and use of funds.
Cryptocurrencies: We trace and value cryptocurrency assets