Business Appraisal Services for:

Litigation Support
Research, experience and preparation pay-off in court
Success in court is the result of preparing the best case and, more importantly, presenting the case in a way the court will understand. As an Accredited Senior Appraiser, I have the knowledge and experience to prepare a compelling case.
Beyond knowledge and experience, I can explain technical concepts in a manner lay persons can readily comprehend. I offer support for the following:

• Damage Assessment
• Shareholder Dispute
• Divorce
• Business Interruption/Destruction
• Bankruptcy

Corporate Finance
Risk mitigation
Corporate management is coming under ever increasing scrutiny by the IRS, SEC, U.S. Department of Labor and shareholders. I have the expertise and experience to produce thorough independent valuations to mitigate the risk associated with corporate actions including restructurings, mergers and acquisitions. I offer support for the following:

• Fairness Opinion
• Solvency Opinion
• Restricted Stock
• Stock Option and Warrant
• Employee Stock Ownership Plans (ESOPs)
• Merger & Acquisition

Tax Compliance
Provide taxing authorities with supportable, objective analysis
Unsupported valuations run the risk of an IRS audit. Audits can result in unnecessary stress and expense. I protect my clients and safeguard their assets by providing supportable, thorough and unbiased analysis to meet IRS guidelines in every valuation.

JDSmithAppraisal has assisted clients in protecting assets for over 35 years. In addition, monitoring market discount studies, Federal Tax Court cases and current valuation techniques keeps me current with tax-related valuation changes. I offer tax compliance support for the following:

• Gift and Estate Tax
• Family Limited Partnership
• Employee Stock Ownership Plan
• Blockage Discount
• Restricted Security Valuation
• Charitable Gift