SOLVENCY OPINION
- Rendered opinion on $800 million acquisition of international scientific instrument manufacturer
FAIRNESS OPINION
- Rendered opinion on $300 million acquisition of a behavioral health company
LITIGATION SUPPORT
- Expert witness in Nestle Holding v. Commissioner, DHL Corp. v. Commissioner, UPS of America v. Commissioner, and others
- Provided support to international beverage company in $1 billion tax dispute
- Provided support to international food processor before French tax authorities
IRS SECTION 482
- Developed transfer pricing guidelines and analysis for international machine tool manufacturer
IRS SECTION 864 (E)
- Developed international interest expense allocation project for multinational paper company with over $12 billion in assets
VALUING INTANGIBLE ASSETS
- Valued player contracts of a National Basketball Association team
- Valued the orbital slots of a satellite company
- Determined the value of an Internet company in the sports industry for financial accounting
MANAGEMENT PLANNING
- Consulted with foreign auto manufacturer seeking to purchase U.S. based distributors
ASC 805 (formerly FASB 141)
- Allocated $4 billion purchase price of an international chemical company
ASC 350 (formerly FASB 142)
- Performed goodwill impairment test on a .com company in the financial services industry
REAL ESTATE APPRAISAL
- Valued an international real estate portfolio consisting of thirty-four industrial properties
ESTATE PLANNING
- Determined the appropriate discounts to be applied for lack of control and lack of marketability in connection with a multi-tiered ownership structure
EQUIPMENT APPRAISAL
- Determined the liquidation value of a textile manufacturer for financing purposes
PURCHASE PRICE ALLOCATION
- Allocated $300 million purchase price of a national juvenile furniture manufacturer for book and tax purposes