Valuations are normally required with regard to one or more of the following situations:
Adequacy of Life Insurance Gifting Programs
Bankruptcy and Foreclosures Incentive Stock Option Programs
Buy/Sell Agreements Initial Public Offerings
Charitable Contributions Liquidation or Reorganization
Eminent Domain Litigation Support
Employee Stock Ownership Plans Mergers and Acquisitions
Estate and Gift Taxes Sale of a Business
Family Limited Partnerships Split-Ups or Spin-Offs
Financing Arrangements Succession Planning
Franchise Evaluations Wealth Retention Planning