Seigneur Gustafson LLP is widely recognized for our skill and expertise in business valuation, economic damage assessments, forensic accounting analysis and related litigation support services. The members of our professional staff hold the distinguished Accredited in Business Valuation credential, as well as holding the Certified Valuation Analyst and the Certified Fraud Examiner designation. We have significant experience as testifying experts and have served in appointments as mediator, arbitrator, trustee and Special Master of the Court.
Business Valuation Service
Seigneur Gustafson has valued hundreds of closely held businesses, covering a wide range of industries and for a variety of purposes. We draw on our wealth of experience as practicing Certified Public Accountants, together with our specialized training in valuation science to insure every assignment gets the proper attention and resources needed to develop a well reasoned, credible conclusion or calculation of value. Areas of emphasis for our practice include:
- Marital dissolution
- Estate and gift tax
- Fair Value financial reporting
- Stock option/cheap stock valuations
- Complex capital structure analysis
- Estate and gift tax planning
- ESOP transactions and compliance valuations
- Exit Planning related valuations
- Mergers and acquisition/investment value consulting
- Oppressed/dissenting shareholder disputes
- Buy-sell agreement review and consulting
- Economic damages in commercial litigation
- Exit and succession planning
- Charitable Remainder Trusts and related planning
- Bankruptcy and liquidation related proceedings
- Fairness opinions
- Document custody and management
- Valuation expertise provided as either a consulting or testifying expert
- Court appointed receiver, special master and neutral
- Tiered discounts and fractional interests
Divorce Consulting
A valuation may be necessary to help determine an equitable property settlement in a divorce. Whether the value is related to property ownership or the benefits derived from a business, Seigneur Gustafson LLP can provide valuation and related services to assist in the determination of a fair and equitable property settlement.
In addition to valuation services, we can also provide assistance with:
- Spendable income analyses for spousal maintenance and child support;
- Income tax and cash flow planning; and
- Transitional issues with business and personal finances.
Forensic Accounting
Seigneur Gustafson LLP has an experienced team of professionals for financial forensic engagements. Members of our staff hold the Certified Fraud Examiner and Certified in Financial Forensics credentials and have been called upon for a wide range of engagements, both large and small, that require forensic account skills. Our work with other valuation analysts and legal counsel is recognized for being on target and responsive to the need.
Economic Damages
Expert damage assessment may be required in a variety of situations. Seigneur Gustafson LLP has the expertise to determine and support through testimony, economic damages for situations involving:
- Complex commercial damages, including:
- Lost profits,
- Lost business value, and
- Intellectual property infringement;
- Breach of contract
- Personal Injury
- Wrongful death
Litigation Support Services
At Seigneur Gustafson LLP, we are regularly engaged on behalf of plaintiffs or defendants, demonstrating the impartiality and credibility of our business valuation and litigation-related services. We have the experience to provide services in a wide range of areas including litigation support for cases involving:
- Complex commercial damages;
- Forensic accounting
- Fraud assessments and investigations
- Funds and cash flow tracing analyses
- Document management, custody and examination
- Environmental and land use;
- Eminent domain issues;
- Shareholder/Partner disputes;
- Intellectual property and other intangible assets;
- Lost profits;
- Lost business value;
- Family law and domestic relations; and
- Wrongful termination
Our staff can provide assistance to attorneys in litigation through:
- Expert witness testimony;
- Gathering and analyzing facts;
- Applying financial and business expertise to the case;
- Developing strategies and drafting deposition questions;
- Reviewing and rebutting work product and opinions of other professionals;
- Discovery assistance and document management, including ESI data; and
- We are often retained to act as Special Masters, Court appointed neutrals, or as a jointly appointed expert between the parties and their legal counsel.
Fair Value and Intellectual Property Valuation
Seigneur Gustafson has been retained to provide Fair Value opinions and Intellectual Property valuations, covering a wide range of assets & industries and for a variety of purposes. We draw on our wealth of experience as practicing Certified Public Accountants, together with our specialized training in valuation science to insure every assignment gets the proper attention and resources needed to develop a well reasoned, credible conclusion of value in these instances. Areas of emphasis for our practice include:
- Valuation of Intellectual Property (IP) for commercial damages
- Valuation of IP for Fair Value measurement and M&A pricing needs
- Attestation financial reporting – CPA audit, review and compiled financial statements
- Royalty rate determination-relief from royalty valuation methodology
- Cost to reproduce analyses
- Litigation support –testifying, consulting, neutral and rebuttal expert services
- Asset pricing and segregation
Merger and Acquisitions Services
Seigneur Gustafson has been involved in a number of merger and acquisition related transactions, including assistance to clients who are in the process of buying or selling their business or professional practice. We work closely with other business intermediaries and legal counsel to optimize the economics of the transaction and underlying deal flow. As Certified Public Accountants, we have significant expertise in complex tax structuring and planning.
We draw on our wealth of experience working with owners and managers of closely held businesses and practicing professionals, together with our specialized training in valuation science to insure every assignment gets the proper attention and resources needed to develop coherent strategies, delivered on a timely basis and at a competitive cost. Areas of emphasis for our practice include:
- Exit planning for closely held businesses
- Strategic value benchmarking for enterprise value enhancement
- Positioning and brokerage of closely held business opportunities
- EBITDA transaction analysis and consultation
- Industry and economic trend analyses
- Confidential sales memoranda and business opportunity informational package preparation
- Deal valuation and negotiation
- Complex deal and tax structuring
- Wealth preservation strategies
Estate and Gift and Qualified Retirement Plan Services
Seigneur Gustafson has been involved in a number of engagements for estate and gift tax planning and compliance. We are also involved in the audit and consultation for qualified retirement plans. We work closely with management and their professional advisors to bring efficiency and value to the need in each situation. As Certified Public Accountants, we draw upon our wealth of experience working with a wide range of businesses and industries, their lenders and other advisors, and bring over 150 years of combined expertise to the task. Services include:
- Partnership interests – general and limited
- Membership interests – general and limited
- Shareholder interests – common and preferred
- Undivided interests
- Debt instruments
- Litigation support –testifying, consulting, neutral and rebuttal expert services
- Audits of qualified retirement plans
- Form 5500 C/R compliance returns
Bankruptcy and Turnaround Advisory Assistance
Seigneur Gustafson has been involved in a number of engagements focusing on the bankruptcy related matters and working with distressed companies. We work closely with management and their other professional advisors to optimize our efforts. As Certified Public Accountants, we have worked with hundreds of active closely held businesses and bring over 150 years of combined expertise to the task.
Areas of emphasis for our practice include:
- Financial statement projections
- Cash flow analysis
- Profit improvement
- Organization structure issues
- Business and intellectual property valuation
- Solvency analysis
- Bankruptcy schedules
- Preferential payment analysis
- Fraudulent conveyance analysis
- Liquidation analysis
- Reorganization plan analysis
- Financial feasibility analysis
- Trustee and receivership services
Value Enhancement Strategies
Seigneur Gustafson has been involved in a number of engagements focusing on the value enhancement of closely held businesses and professional practices. We work closely with management and their other professional advisors to optimize and enhance enterprise value through risk management and strategic planning. As Certified Public Accountants, we have worked with hundreds of active closely held businesses and bring over 150 years of combined expertise to the task.
Areas of emphasis for our practice include:
- Strategic value benchmarking
- Leadership succession planning and coaching
- Business risk assessment and mitigation strategies
- Proof of concept analysis
- Business plan preparation
- Confidential sales memoranda
- Industry and economic trend consulting
- Retreat planning and facilitation services
- Innovative and incentive compensation programs
- Coaching and mentoring to ownership and senior management
Valuation Mediation Services
A valuation or profitability assessment may be just as helpful in mediation and arbitration as it is in traditional trial/litigation situations. The staff at Seigneur Gustafson LLP understands the benefits that can be derived from the mediation process.
Our experts have the ability to educate all parties involved regarding the factors that impact business value, including:
- Reasonableness of valuation conclusions;
- Review and rebuttal of valuation analyses and opinions;
We regularly serve as Court appointed Special Masters, Neutrals and jointly appointed experts. We also have experience as Trustees, Receivers, Mediators and in Collaborative Law. Ron Seigneur has received significant training from the American Association of Arbitration and previously served as a member of the AAA Commercial Arbitration panel of arbiters. Ron has also been involved in the private arbitration and mediation of a number of disputes covering a wide range of industries and issues.
Exit Planning
Seigneur Gustafson LLP has assisted clients to position and implement succession and exit planning strategies for a number of closely held businesses and professional service providers. We work closely with ownership and senior management, together with selected business intermediaries and other professionals to bring a logical, efficient team approach to buying or selling a business or professional practice. With a landscape seemingly full of choices for this area of support, we believe our practical experience and ability to comprehend the priorities better than our competitors, makes Seigneur Gustafson the right choice for exit planning engagements.
Consulting Services
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
- Accounting software selection and implementation
- Type of entity selection
- Business valuations
- Buying/selling a business
- Computer systems
- Financial & retirement decisions
- Estate, trust & gift planning
Industry Expertise
Seigneur Gustafson LLP has in-depth knowledge and experience in the appraisal and assessment of business enterprises within a broad range of key industries. Click here to find out more.
Request for Proposal
If you require valuation, litigation support or related financial consulting services, as delineated within our website, please email us with your inquiry. Upon receipt and review of your request we will provide you with a free written and/or oral proposal related to the possible engagement. In the alternative, you are welcome to call our office directly to discuss your needs by contacting either Ron Seigneur or Brenda Clarke at 303-980-1111 or toll free at 1-877-775-2676.
Each proposal will define the scope of our service offering, expected timeline until completion and an estimate of fees to complete the assignment and a required retainer, if any. Your information will be treated with the utmost confidentiality and will not be shared with any third party.
In your email, please note any relevant information including the contact information (e.g. name, address, telephone and email address) of the appropriate individual to follow up with, a brief description of the need (e.g. type of business to be valued, background on the need for litigation support services, a brief company or situational overview, reason for the requested services (i.e. dissolution of marriage, estate tax, commercial litigation, etc.) and any pertinent deadlines.
We will follow up as needed to gather sufficient information, without obligation to you, in order for us to assess the need and our capabilities and qualifications to fulfill the need, together with obtaining what we will need to provide you with an engagement proposal, including our standard form engagement agreement, document/information request and management questionnaires, as appropriate to the facts and circumstances of your specific need.
proposal@cpavalue.com