| INDUSTRY |
ENGAGEMENT |
PURPOSE |
|
Construction & Real Estate

|
Valuation of controlling and non controlling shareholder, general partner and limited partner interests in construction and mining companies
Valuation of general partner, limited partner, LLC and shareholder interests in real estate asset holding entities
Valuation of commercial real estate assets
|
Income tax reporting and gift & estate tax reporting
Gift & estate tax reporting
ASC 805 and gift & estate tax reporting
|
|
Technology, Software and Communications

|
Valuation of a company (and its assets) that designs and produces modules and ODU's for radio industry leaders
Valuation of an internet company that provides an advanced optical network infrastructure for leading research institutions and federal agencies
Valuation of businesses engaged in online advertising yield-optimization technology
|
ASC 805, ASC 718, IRS 409A
Fairness opinion
Income tax reporting and gift & estate tax reporting
|
|
Biotechnology

|
Valuation of a company (including intellectual property) that develops and commercializes product for use in pharmaceutical genomics
Valuation of a license amendment for the development and commercialization of a patent related to x-ray contrast media
|
Management planning and income tax reporting
Income tax reporting
|
|
Private Equity, Venture Capital and Hedge Funds

|
Valuation of private equity funds invested in middle market companies
Valuation of minority interests in hedge funds
Valuation of LP and GP interests in venture capital funds
|
Gift & estate tax reporting
|
|
Energy: Oil & Gas, Alternative Technology

|
Valuation of wholesale power generation company
Valuation of minority membership interests in a company owning real estate utilized for oil production
Vauation of restricted shares in a solar energy company
Valuations of minority interests in hedge funds and private equity partnerships owning alternative energy investments
Purchase price allocations for acquisitions made by a renewable energy company in wind, solar and recycling projects
|
Business reorganization
Gift and estate tax reporting
Income tax reporting
Gift and estate tax reporting
ASC 805
|
|
Manufacturing

|
Valuation of a brick refractory
Valuation of a designer and manufacturer of cosmetic-grade personal care products
Valuation of a manufacturer and distributor of specialty lighting products, movie and screen projectors in North America, Asia, and Europe
|
Business reorganization
Assignment for the Benefit of Creditors
Shareholder Transactions
|
|
Retail

|
Consulting services related to a shareholder transaction in a retail wine shop
Valuation of a neighborhood restaurant
Valuation of a regional winery with tasting room and wine shop
|
Management Planning |
|
University, Colleges & Professional Bodies

|
Lecturing for undergraduate and post graduate classes
Training programs for Law Firms and Accountants
|
Credits towards Masters programs
On going Professional Developement
|