| RECENT BUSINESS VALUATION ENGAGEMENTS
|
Business Type |
|
Sales |
|
Purpose |
|
Consumer Finance
Distribution (Non-Durable) |
|
410,000,000
165,000,000 |
|
Stock Warrants
Acquisition (Sell Side) (1) |
|
Distribution (Durable) |
|
95,000,000 |
|
ESOP (1) |
|
Real Estate Holding Co. |
|
77,000,000 |
|
Gift and Estate (2) |
|
Distribution (Value-Added) |
|
65,000,000 |
|
Gift and Estate |
|
Medical Group |
|
35,000,000 |
|
Spin-Off (Divestment) |
|
Travel Agency |
|
17,000,000 |
|
Divorce |
|
Dry Cleaning |
|
10,000,000 |
|
Goodwill Impairment (4) (5) |
|
Printing and Publishing |
|
10,000,000 |
|
Litigation (Minority Shareholder) |
|
Commercial Construction (Excavation) |
|
10,000,000 |
|
Divorce |
|
Medical Imaging |
|
10,000,000 |
|
Acquisition (Sell Side) |
|
Manufacturing (Defense) |
|
7,000,000 |
|
Acquisition (Sell Side) |
|
Mortgage Banking |
|
6,500,000 |
|
Purchase Price Allocation (3) |
|
Mortgage Banking |
|
6,500,000 |
|
Goodwill Impairment (4) |
|
Cleaning and Restoration Contractor |
|
6,000,000 |
|
Partnership Conversion |
|
Dry Cleaning |
|
6,000,000 |
|
Purchase Price Allocation (3) (5) |
|
Credit Card Processing |
|
3,500,000 |
|
Goodwill Impairment (4) (5) |
|
Commercial Construction (Cement) |
|
3,500,000 |
|
Divorce |
|
Internet Service Provider |
|
3,500,000 |
|
Purchase Price Allocation (3) (5) |
|
Home Healthcare |
|
3,000,000 |
|
Litigation |
|
Real Estate Development |
|
2,000,000 |
|
Benchmarking and Value Creation |
|
Title Insurance |
|
1,750,000 |
|
Purchase Price Allocation (2) (3) |
|
Tattoo Parlor |
|
1,250,000 |
|
Divorce |
|
Specialty Vending Route
Commercial Website |
|
1,250,000
1,250,000 |
|
Divorce
Bankruptcy |
|
Real Estate Agency |
|
1,250,000 |
|
Divorce |
|
Film Production |
|
1,250,000 |
|
Divorce |
|
Automotive Repair |
|
1,250,000 |
|
Acquisition (Buy Side) |
|
Service Contractor (HVAC) |
|
1,250,000 |
|
Divorce |
|
Title Insurance |
|
1,000,000 |
|
Purchase Price Allocation (3) |
|
Law Practice |
|
1,000,000 |
|
Divorce |
|
Residential Landscaping |
|
1,000,000 |
|
Litigation (Partnership Dispute) |
|
Commercial Construction (Excavation) |
|
750,000 |
|
Divorce |
|
Software Developer |
|
700,000 |
|
S Corporation Conversion |
|
Fine Dining Restaurant |
|
650,000 |
|
Litigation |
|
Fast Food Franchise |
|
650,000 |
|
Divorce |
|
Commercial Construction (Trade) |
|
500,000 |
|
Divorce |
|
Medical Practice |
|
350,000 |
|
Divorce |
|
Delivery Service |
|
350,000 |
|
Buy-Out |
|
Specialty Retailer |
|
250,000 |
|
Litigation (Eminent Domain) |
|
Law Practice |
|
250,000 |
|
Divorce |
|
Fast Food |
|
100,000 |
|
Bankruptcy |
|
Photography Studio |
|
50,000 |
|
Divorce |
|
Technology Development |
|
- |
|
S Corporation Conversion |
|
Medical Technology |
|
- |
|
Acquisition (Buy Side) |
|
Homeland Security |
|
- |
|
Consulting |
|
(1) Global operations or global market.
(2) Assets.
(3) Intangible asset (including intellectual property) and goodwill valuation. SFAS 141. |
|
(4) Intangible asset and goodwill impairment analysis. SFAS 142.
(5) Publicly traded.
|
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We proudly serve Orange County and Greater Los Angeles. We are dedicated to serving the business valuation and forensic accounting needs of business owners, especially small business owners. We are also dedicated to serving the business valuation and forensic accounting needs of attorneys, CPAs and their clients. We are a solid alternative to high-priced business valuation and forensic accounting firms. We are a solid value. For a free consultation, e-mail or call Greg.
E-Mail Greg
714.335.4646
895 Dove Street |Third Floor | Newport Beach | CA 92660
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