Litigation Consulting

The latest issue of our “Insights on Valuation” newsletter is now available. Arxis Financial, Inc. is pleased to provide this highly respected, nationwide publication which features valuable information that is applicable to many litigation matters. Topics in this issue include:

• Dollar Value Formulae Ease the Risk of Gifting: One of the significant risks of making a gift of a business interest to one's child or trust is the possibility that the Internal Revenue Service will audit the gift tax returns and raise the value of the gift. This could produce an unexpected tax liability. Many a client is afraid to get close to their unified credit equivalent. But two recent cases show a way to eliminate this risk. These cases are Petter and Wandry ...

• Valuation and Shareholder Disputes: As some wag once said, a business partnership is like a marriage without any of the benefits. And just as husbands and wives get divorced, so, too, do business partners, which necessitates that the jointly-owned business be valued before the owners can go their separate ways. The typical shareholder dispute is triggered by two basic causes of action known as dissenter's rights and shareholder oppression ...

• The Process of Business Valuation: As every business valuation contains its own unique character, the process of completing a business valuation is far from being a "cookbook" formula. However, the development and writing of each and every business valuation report does contain some common elements. This article will outline the steps generally found in the development of a conclusion of value ...