Read Important Disclaimer At Bottom Regarding The Content on this Page as well as the document in this Terms and Conditions of Use.*
Helpful in preparing a legal request for production of documents in a business valuation matter.
Architecture or Engineering Firm
Distributor or wholesaler
Family Limited Partnership or LLC with Marketable Securities
Family Limited Partnership or LLC with Real Estate and Marketable Securities
General Company (covers most types of companies)
General Contractor or Subcontractor
Law Practice / Firm
Local Telephone or Cable Company
Pharmacy-Single or Multi-Location Chain
Public Relations, Marketing, Digital Marketing, Advertising and Related Consulting Firms
Property Management Company
Software as a Service Provider Company
Retailer (including large chains)
Temporary or Contract Staffing Services Firm
Business Valuation Issues: Dealmakers and Dealbreakers in Estate, Gift and Other Tax Related Matters
Critiquing a Business Valuation Report: A Guide for Family Law Attorneys
Kick the Habit: The Excess Earnings Method Must Go in Business Valuations: A Guide For Family Law Attorneys
Stock Option Valuation (Seminar for AICPA)
Tax Issues in Business Valuations: S Corporations and LLCs Manuscript (September 2017 Presentation to NC Family Law Section of Bar)**
Tax Issues in Business Valuations: S Corporations and LLCs Powerpoint (September 2017 Presentation to NC Family Law Section of Bar)**
The Market Approach: Guideline Transaction Method ("Merger and Acquisition Method") (Powerpoint portion of 2011 webinar for AICPA)
The Guideline Public Company Business Valuation Method- A Guide for Attorneys (Seminar for AICPA)
Valuing Businesses Amidst Economic Chaos: Any Value Left? (Hint: Yes) (Seminar for 2012 AICPA/AAML National Conference)
**After this seminar, Congress passed the Tax Cuts and Jobs Act which reshaped the landscape of company taxation. Read "Divorce Valuation Tax Trap" on our Business Valuation Articles page which deals with a few of the many possible impacts of the Act for business valuation.
Please note- Just because we include it here does not mean we endorse or necessarily agree with everything in it. In fact, read our critique of this job aid: "The IRS Does Not Like Your Marketability Discount."
Discount for Lack of Marketability- Job Aid for IRS Valuation Professionals (2009)
*Disclaimer: These items (information needs list, interview/deposition questions, seminars, etc. on this page) are generic and are not to be applied to a specific situation, and their inclusion on this site does not constitute the provision of professional valuation, legal, tax or other advice or services of any kind. Consult qualified, legal, tax and valuation advisors with experience in a specific matter. By downloading, reading or otherwise accessing any of the items on this page or any of the information on our website overall you agree to our Terms and Conditions of Use.