Client Intake Form

A valuation or appraisal is an independent, unbiased process of determining the true worth of a business, ownership interest, security, or intangible asset. It plays a vital role in a wide range of scenarios, including:

• Selling or acquiring a business

• Planning an exit strategy or retirement

• Securing financing or investment

• Corporate restructuring or liquidation

• Shareholder or partnership disputes

• Buy/sell agreements and ESOPs

• Intellectual property valuations

• Tax, gift, or estate planning

• Divorce or prenuptial agreements

• Insurance and litigation matters

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