| Transactions |
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| CLIENT |
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ENGAGEMENT |
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Private
individual
Printer of secure transaction cards
Location: Illinois
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Closely
held stock valuation for estate planning |
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Private
individual
Derivatives exchange
Location: United Kingdom
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Restricted
stock valuation for gift tax compliance |
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Public
company
Wholesale drug distributor
Location: Ohio |
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Valuation
of executives' covenants not to compete (golden parachute) |
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Private
individual
Provider of data and transaction processing to financial services
industry
Location: Wisconsin |
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Valuation
for income tax reporting of restricted stock received in acquisition
of his business |
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Private
company
Commercial farm
Location: Illinois |
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Valuation
for income tax reporting of series A preferred, series B preferred,
and common stocks in connection with recapitalization |
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Estate
Holding company
Location: Illinois |
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Valuation
for estate tax compliance of various private investment interests
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Private
individuals
Condominium development company
Location: Illinois |
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Valuation
for estate tax planning of interests in major condominium development
project |
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Public
company
Processing, distribution, and sale of various food products
Location: Illinois |
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Valuation
of regional trade names and estimated royalty rates in connection
with the establishiment of an intellectual property holding
company |
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Estate
Holding company
Location: Illinois |
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Valuation
for estate tax compliance of interest in private holding company
with assets of $900 million |
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Private
Individuals
Moving and storage company
Location: Illinois |
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Valuation
of closely held stock for estate and gift tax planning |
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Private
Individual
Video games
Location: California |
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Valuation
of director's options on publicly traded stock for estate and
gift tax planning |
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Private
Individual
Retail jewelry store chain
Location: Colorado |
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Valuation
of closely held stock for estate and gift tax planning |
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Private
Individual
Holding company
Location: New York |
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Valuation
of hedge fund interests contributed to family limited partnership,
estimate of market yield applicable to preferred equity in the
FLP, and estimate of discounts applicable to transferred common
equity in the FLP |
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Private
company
Manufacturer of fabricated metal products used by OEMs in various
industries
Location: Ohio |
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Business
valuation in connection with the company's Subchapter S election |
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Private
company
Manufacturer of agricultural equipment
Location: Illinois |
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Business
valuation to test for technical insolvency under the Internal
Revenue Code |
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