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