Fraud & Forensics
diversified financial, investigative, and operational experience
As much as 6% of an entity’s annual revenue may be subject to some form of fraud, according to recent national statistics.
We have experience in a variety of engagements including:
- Fairness opinions regarding acquisitions and divestitures
- Solvency opinions for MBO and LBO transactions
- Fairness opinions associated with going-private transactions
- Solvency opinions for leveraged recapitalizations
- Fairness opinions for related party asset transfers
- Capital adequacy opinions
Transaction Advisory
- Acquisition target assessments and valuations
- Purchase, sale, and joint venture advisement
- Buy-Sell agreement valuations
- Valuation of underperforming assets for disposition purposes
- Merger exchange ratio determinations
- Transaction feasibility analyses
- Internal rate of return and cost of capital analyses
- Pre-emptive purchase price allocations
- Accretion / dilution models
Other Services
Valuations for Individual and Corporate Tax Planning
Our trust and estate tax planning and compliance services include tax planning, investment account reconciliation, Trust and estate income tax planning, and more
Succession and Shareholder Planning
We provide advisory services to trust and estate attorneys, high-net-worth individuals, family offices, trustees, tax accountants, and asset managers.
Transaction and Corporate Advisory Services
We leverage our team's valuation expertise to assist clients in making sound business decisions in critical transactions.