Sample Valuation Engagements

Sample Valuation Engagements

The professionals of Clarity have years of experience performing valuations of companies operating in a wide array of industries for various purposes.  When applicable, the valuation engagements have included providing expert witness testimony.  The following is a sampling of prior valuation engagements performed by the professionals of Clarity.

  • Dental practice for equitable distribution including trial testimony
  • Phantom stock appreciation rights of a global fashion designer for financial statement reporting (ASC 718)
  • Plastic manufacturer for equitable distribution including deposition testimony
  • Carried interest in private equity funds for estate tax reporting
  • Professional recruitment and placement firm for equitable distribution including deposition and trial testimony
  • Assisted living operating entities and real estate holding entities for estate planning
  • Mohs dermatology practice for physician buy-in
  • Shareholder dispute for regional trucking company including deposition testimony
  • Biotech start-up company for estate tax reporting
  • Metal alloy manufacturer and distributor for gift tax purposes
  • Advertising agency for share redemption purposes
  • Convenience store chain for estate tax and estate planning purposes
  • Textile manufacturer for estate tax reporting
  • Shareholder dissent for a telecommunications provider including deposition and trial testimony
  • Commercial truck dealership to determine value of management stock options after purchased by a private equity firm
  • Sawmill and timber company for gift tax purposes
  • Tech start-up for estate planning purposes
  • Multi-location building services franchisee for partner buy-out
  • Food manufacturer for estate tax and estate planning purposes
  • Concierge medicine consulting company for S Corporation conversion
  • Building supply distributor for gift tax purposes
  • Federal defense contractor for management planning purposes
  • Information technology consulting company restricted stock grants to management
  • Cell phone antenna manufacturer for S Corporation conversion and estate planning purposes
  • Regional pest control company for estate tax and estate planning purposes
  • Weight loss clinic chain for estate settlement purposes
  • Fractional interests in real estate for estate planning purposes
  • Determination of the appropriate discount (blockage discount) to apply to a large block of publicly traded stock owned by a foundation for annual valuation purposes
  • Metal recycling center for partner buy-out
  • Luxury car dealership for estate planning
  • Engineering services firm to determine transaction price for sale of company
  • Regional lubricant distributor for management and estate planning
  • Holding company that owned minority interests in 26 real estate LLCs for estate planning