Valuation & Financial Advisory

We provide valuations and financial advisory services to our clients in support of the following situations:


Transaction Opinions & Advisory Services

• Fairness Opinions to Boards of Directors and Shareholders.
• Capital Adequacy Opinions Transaction Support
• Solvency Opinions Transaction Support
• Buy/Sell Agreements
• Exit, Succession and or Estate Planning
• M&A either Buy or Sell
• Bankruptcy Reorganization
• Foreclosure and Liquidation


Tax & Financial Reporting

• Estate & Gift Tax Matters
• ESOP’s
• Purchase Price Allocation (Sec. 1060 and Sec. 338)
• Equity Incentive Planes (Sec. 409A and SFAS 123R)
• Intangible Asset Impairment (SFAS 144)
• Goodwill Impairment (SFAS 142)
• Fresh Start Accounting (SOP 90-7)
• C Corp Conversions (Sec. 382 built in gains).


Dispute Analysis & Litigation Support

• Shareholder Disputes
• Business Interruption
• Economic Damages
• Minority & Oppressed Shareholder Actions
• Marital Dissolution
• Expert Witness


Legacy Advisors is certified by and practice business valuation under the auspices of the National Association of Certified Valuation Analysts. Credibility is everything. www.nacva.com