- Gift, Estate and Inheritance Taxes and Estate
- Litigation Support and Expert Witness Services
- Business Valuations for Corporate Finance Transactions
- Stock Options and Other Equity Based Compensation
- Portfolio Valuation for Investment Management Companies
- Financial Reporting for Mergers and Acquisitions
- Valuation of Intangible Assets
- Employee Stock Ownership Plans (ESOPs)
Litigation Support and Expert Witness Services
While often unpleasant, legal disputes require expert advice based on rigorous analysis. Wharton Valuation can assist with legal disputes involving business valuation issues. Our team of experts has provided testimony in many legal jurisdictions. We can provide advice, legal reports and testimony or arbitration services. Examples of engagements include:
- Tax disputes
- Estimates of economic damages
- Solvency and going concern opinions
- Partnership disputes
- Shareholder litigation
Regardless of the nature of the dispute, Wharton can help clarify and strengthen your litigation strategy.