Business Sale, Merger & Acquisition, and Divorce Valuations:
- $80,000,000 Southwest Plumbing Supplies Distribution Company.
- $50,000,000 Garment Manufacturer – Controlling & Minority Interest Valuation
- $30,000,000 Southwest Carpet Manufacturer
- $15,000,000 Midwest Extruded Plastic, Auto Trim Manufacturer.
- $12,000,000 Southwest Highway Contractor and Services Company
- $5,000,000 Midwest Folding Table and Chair Manufacturer.
- $7,000,000 Southwest Forging Company.
- $4,000,000 Computer & Technology Training Company – Buy/Sell Obligation.
- $4,000,000 Oncology Medical Practice
- $1,500,000 Parking Lot Owner and Manager – Valuation of Non-Compete Clause and other Intangibles.
Estate & Gift Tax Planning Valuations:
- $150,000,000 Animal Feed Manufacturer – Corporate Reorganization – Valuation of Voting & Non-voting Stock.
- $16,000,000 Assisted Living Facility – Sub-S Co. – Discount for Built-in Capital Gains, Minority and Marketability.
- $10,000,000 Advertising Specialty/Premium Distribution Co. – Discount Provided.
- $4,500,000 Real Estate Holding Company – Minority Discount Provided.
- $4,000,000 Boiler Manufacturer.
- $3,500,000 Sub-S Playground Equipment Manufacturing Co. – Minority & Marketability Discount Provided.
- $3,000,000 Marble & Granite Distribution Controlling Interest.
- $2,600,000 HVAC Company – Minority and Marketability Discount for a 50% Interest.
- $2,000,000 Fresh Juice Processor.
- $1,000,000 Vending Machine Distribution – Controlling Interest.
- $1,000,000 Cabinet Manufacturer – Controlling Interest.
- $1,000,000 OB/GYN Medical Practice – Minority & Marketability Discount Provided.
- $1,360,000 Real Estate Development & Holding Company, Holding Two 7 Acre Parcels of Vacant Land, a $500,000 2nd Trust Deed on an 11,000 s.f. 3 Story Office Building – 50% Minority and Marketability Discount Provided.
- $7,000,000 Insulation Contractor to Major, Industrial Construction Projects
- $12,000,000 Engineering and Manufacturer of Industrial Fans – Control & Minority Values Provided.
- $1,000,000 Land Holding Company for Built-in Capital Gains Discount.
- $10,000,000 Importer and Wholesaler of Sound Speakers.
- $14,000,000 Construction Company
Other Sample Business Valuations:
- Multiple Private Bond and Note Appraisals.
- $160,000,000 Animal Feed Mfg. – Recapitalization – Voting and Non-voting Stock Valuation.
- $30,000,000 Hotel Management & Holding Co. – Valuation of Voting & Non-voting Stock.
- $20,000,000 Military Contractor for F-15, Space Shuttle and Submarine electronics.
- $15,000,000 Military Contractor for F-15 and C-130 airframes.
- $15,000,000 Midwest Extruded Plastic, Auto Trim Manufacturer – Acquisition Valuation.
- $10,000,000 Advertising Specialty/Premium Distribution Company – Estate Tax – 50% Discount Provided.
- $10,000,000 Advertising Distributor – Estate Tax – 45% Minority & Marketability Discount Provided
- $4,000,000 Computer & Technology Training Company – Buy/Sell Obligation.
- $3,500,000 Sub-S Mfg. Co. – Estate Planning – 35% Minority & Marketability Discount Provided.
- $1,360,000 Real Estate Development & Holding Company, including two parcels of vacant land and a 2nd trust deed on an office building – Estate Tax – 50% Minority and Marketability Discount provided.