Business Valuation

Global Economics Group experts include accredited appraisers and CPAs that have deep and varied experience valuing privately-held interests in Subchapter C and S corporations, limited liability companies, and general and limited partnerships.

In addition to performing these valuations within the context of tax-related matters, we have valued interests at issue in shareholder disputes, post-acquisition disputes, and the assessment of civil penalties pursuant to government action. 

Our consulting experience offers insight into the consideration and estimation of relevant valuation adjustments, including discounts and/or premia due to control and marketability characteristics, voting rights, and share size blockage. 

Our experts have provided testimony in a number of legal venues, including state and federal courts, U.S. Tax Court, and private arbitration and mediation. 

Sample of Engagements

+   Valuation of a consumer finance lender in connection with a dispute among the shareholders over changes to the equity class structure and the associated returns 

+   Valuation of the U.S. operations of a multi-national automobile manufacturer pursuant to the assessment of civil penalties resulting from regulatory violations 

+   Valuation of an ice cream novelty retailer as part of a breach of contract dispute due to alleged failures of a third-party contract manufacturer 

+   Valuation of metal product manufacturer in the context of a dispute among shareholders regarding the terms of a buy-sell agreement 

+  Valuation of a construction equipment dealership following alleged fraud in the sale of business to an equipment manufacturer