Client Resources

General

Introduction to Valuation

Economics

Valuation Approaches

Asset Approach: Company's Balance Sheet

Income Approach: Company's Earnings & Costs of Capital/Equity

Market Approach & Comparable Companies

Adjustments from Enterprise Value to Subject Interest Value

Discounts for Lack of Control

Discount for Lack of Marketability

IRS and Court Cases

The IRS On Valuation

Court Cases - Estate and Gift Tax

California Family Law

Marital Standard of Value

Income for Support