MIND YOUR BIZZNESS
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We help business owners plan for the future with customized financial tools and insights, including:
Budget development
Financial forecasts and projections
Strategic growth modeling
Investor or new partner planning
Business performance analysis
A company can increase the value of their business without increasing revenue
by improving margins or reducing risk.
Read our article, "Two Companies, Same Profit, Different Valuations."
We provide independent, well supported business valuation analyses for a
variety of purposes including:
gift tax compliance
estate tax compliance
409A valuations
personal goodwill analyses
investor attraction
partner exit / buyout
equity planning
rebuttal reports and
second-opinion reviews
We provide valuation-related litigation support services, including the quantification of economic damages in cases involving:
Lost profits
Diminished business value
Shareholder and partnership disputes
Marital dissolution matters
Breach of contract claims
Intellectual property infringement (copyright, patent, music)
Battle of the Experts:
The Estate of Michael Jackson
When two experts are light years apart on
the value of just his image.
So how much was it worth?
Jacksons' experts said $2,100. (not a typo)
The IRS argued $435 million (also... not a typo).
How did the 8-year battle turn out? Who won?
→ 17 years since he left us
→ 5 years after the case settled.
It's time for an update.
Business Valuation
& Related Services
We provide valuation-related litigation support services, including the quantification of economic damages in cases involving:
Lost profits
Diminished business value
Shareholder and partnership disputes
Marital dissolution matters
Breach of contract claims
Intellectual property infringement (copyright, patent, music)
We help business owners plan for the future with customized financial tools and insights, including:
Budget development
Financial forecasts and projections
Strategic growth modeling
Investor or new partner planning
Business performance analysis
Custom-built Microsoft Excel models
QuickBooks bookkeeping & reconciliation assistance
Forecast, Strategic Planning
& Other Services
We provide independent, well supported business valuation analyses for a variety of purposes including:
Gift and estate tax
409A valuations and personal goodwill
Strategy consulting during start-up, acquisition, or exit phase
Investor attraction, partner buyouts and equity planning
Rebuttal reports and second-opinion reviews















