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BUSINESS VALUATION & LITIGATION: BUSINESS VALUATION

Gettry Marcus provides an array of valuation services to various types of clients, including attorneys, the courts, business owners, estates, and current and prospective lenders and investors. The valuation process is complex and requires considerable judgment and expertise.

Our professionals have experience in valuing business ownership interests and intangible property in a wide variety of industries for many different legal and business purposes. The valuation process requires a careful analysis and assessment of all the specific facts and circumstances. Gettry Marcus’ dedicated business valuation specialists, with practical experience, professional resources and specialized credentials, have strong business appraisal skills and knowledge in meeting a wide range of valuation engagements.

Services Offered

Strategic and transaction related valuations

  • Merger, acquisition and divestiture analysis and negotiation
  • Buy/sell agreements
  • New partner/shareholder admissions or buyouts
  • Employee Stock Ownership Plans
  • Recapitalization and loan financing
  • Valuing options granted as compensation
  • Succession planning

Litigation

  • Dissenting shareholder and minority oppression cases
  • Partnership dissolutions
  • Business interruption claims
  • Breach of contract and economic damages computations
  • Marital dissolutions

Tax Planning and Compliance

  • S corporation conversions
  • Corporate reorganizations
  • Valuation of transferred ownership interests
  • Strategic tax planning upon a liquidity event

Expert Witness Testimony

  • Preparation of expert report 
  • Critique opposing expert's report 
  • Assist in depositions and trial preparation
  • Provide expert testimony

Bankruptcy 

  • Claims determination
  • Solvency analysis and recovery actions
  • Assessment of the debtor's reorganization value
  • Determination of liquidation value
  • Valuation of intangible assets
  • Adversary proceedings

We maintain active roles in professional organizations in our disciplines, and contribute articles to leading peer reviewed journals and publications. We have attained the highest level of credentials within our profession, serve as national instructors and lecturers to various professional groups, including state CPA organizations, on various business valuation and forensic accounting topics.

We maintain active memberships in many professional associations, including:

  • American Bankruptcy Institute
  • American Bar Association
  • American College of Forensic Examiners
  • American Institute of Certified Public Accountants
  • American Society of Appraisers
  • Association of Certified Fraud Examiners
  • Financial Consulting Group
  • Institute of Business Appraisers
  • National Association of Certified Valuators and Analysts
  • New York State Society of Certified Public Accountants
  • Turnaround Management Association