Business Valuation

I provide professional valuation services for closely held businesses in litigation, shareholder disputes, estate and gift tax matters, divorce, and merger and acquisition transactions. My work follows recognized valuation standards and is designed to withstand the scrutiny of courts, regulators, and opposing experts.

My Valuation services include:

• Defining the purpose, standard of value and premise.

• Conducting thorough business, industry, and economic analysis.

• Reviewing and adjusting historical financial statements to normalize earnings and cash flow.

• Applying recognized approaches:

  • Income Approach (discounted cash flow, capitalization of earnings).

  • Market Approach (guideline company and transaction methods).

  • Asset Approach (adjusting assets and liabilities to fair market value).

• Considering discounts and premiums, including lack of marketability and lack of control.

• Reconciling results across approaches and delivering a clear, defensible conclusion of value.

• Preparing detailed valuation reports that explain assumptions, methods, and findings in plain, understandable terms.

My valuations provide attorneys, business owners, and courts with reliable, well-documented conclusions that support legal, financial, and strategic decision-making.