Valuations

  • Currently working on valuation issues pertaining to a large family enterprise involved in an estate tax examination.
  • Valued a hotel property in Hawaii that was involved in a bankruptcy proceeding.
  • Performed valuation of derivative financial instruments in an Enron-related criminal matter.
  • Performed a business valuation of a hydroxides manufacturing unit for a multinational client in a breach of contract case.
  • Valued natural gas salt-domed storage facility.
  • Performed valuation of a biotechnology company engaged in a breach of contract dispute involving preclinical and Phase I pharmaceuticals.
  • Valued natural gas pipeline facility.
  • Performed valuations related to large bankrupt oil company.
  • Performed a fraudulent transfer and preference analysis of the pre-petition transactions to determine avoidability, valued corporate assets, assessed litigation alternatives for additional recoveries, and reviewed debtors proposed business plan.
  • Conducted individual practice assessments, market surveys, and damage estimates associated with the failure of a physicians practice management company.
  • Performed financial analyses related to the pre-petition financing and collateral position of a Chapter 11 telecommunications company.
  • Analyzed investor claims of legal malpractice to assess recovery possibilities. Also, performed various financial analyses to determine the feasibility of class certification.  
  • Valued a series of interests for a multibillion dollar (revenues) international manufacturer for joint ventures, exchanges of interests, and collateral in Latin America, Europe, Canada, and the Caribbean.
  • Valued interests in $1 billion real estate holding company with over for loan restructuring.
  • Valued portfolio of patents for blade computing systems.
  • Valued acquired assets and liabilities for purchase price allocation for financial reporting (GAAP) fair value in various industries.
  • Valued deferred revenue liability in a purchase price allocation in software firms.
  • Valued capital account balances in professional services firms (law, accounting, consulting).
  • Valued intangible assets for impairment in various industries.
  • Valued interests in early stage nanotechnology research firm.
  • Valued licenses for manufacturing and trade secrets for transfer pricing.
  • Negotiated licensing rates for creative works and images.
  • Valued interests in grocery retailer for transactions, tax planning, incentive compensation plans.  
  • Valuation of carried interests by a separating partner in a venture capital partnership.
  • Valued royalties and source code for a specialty software developer.
  • Valued an early stage VoIP firm, including hardware and software.
  • Valuation of interests in money management firms for investment and compensation.
  • Valued interest in a security monitoring firm.
  • Valued a securities bundle in a private placement.
  • Valued intangible assets for hospitality licensee.
  • Valuation of customer relationships for a software consulting firm.
  • Defense of work by other appraisers for private equity firms and museum asset.
  • Valued various intangible assets in a clothing licensor and distributor.
  • Valuation of FLEX® options in a combined portfolio.
  • Valued restricted shares in a development stage technology firms, including electronic reporting and publishing, encryption software, and others.
  • Valued intangibles in a Mexican truck manufacturer in a distribution.
  • Valued specialty carbon treatment technology and license.
  • Valuation of rights in Major League Baseball Properties assets