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.

 

 

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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