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Divorce Planning & Settlement Examples

Date: 06 - Apr - 2015

Our divorce planning services include the use of a planning program that allows us to estimate the impacts of settlements into the future.  It is important to understand the longer term impacts of your settlement.  Our team can work with you to answer questions you have about the short and long term impacts of different settlement variables.  Some examples of the types of work performed include:

  • Use your post-divorce budget to highlight the impacts of settlement proposals on your ability to fund your budget.
  • Determine maintenance/child support trade-offs
  • Compare the financial impacts of keeping versus selling the house
  • Evaluate the impacts of dividing pension and retirement assets
  • Discuss and prioritize goals
  • Analyze long term cash flow and net worth
  • Provide you with a visual representation of settlement impacts for the short term and long term through graphs and spreadsheets coupled with a report that illustrates current and future financial status.

To speak to a divorce planning expert, please contact us.


When is a Fairness Opinion Needed?

Date: 30 - Mar - 2015

The utility of fairness opinions is singular and self-evident.  “They represent the judgment of an independent and experienced professional, applying recognized principles of valuation, about the fairness to its clients or stockholders of the financial terms of a transaction.”  NEED TO ATTRIBUTE THIS QUOTE???


When there is potential for stakeholders to question the motivation for a transaction.  Examples include:

  • Related party transactions
  • Lack of outside board members
  • Controlling shareholder with “Power” and/or passive shareholders (perception of) abuse by control ??


When shareholders will be diluted in their ownership or experience a loss of value.  Examples include:

  •  Mandated by stock exchange or regulatory authority
  • Transactions in private companies with multiple classes of stock.
  • Changing capital structure
  • Divestiture or spin-off of material corporate assets


When a stock exchange or regulatory authority

  • When a Board of Directors or CEO is concerned about the support or acceptance of a proposed/potential transaction.
  • Companies pursuing or finalizing a transaction.
  • Related party transactions
  • Controlling shareholder with “Power” and/or passive shareholders
  • Lack of outside board members

What Can be Valued?

Date: 28 - Mar - 2015

Valuation professionals perform valuations and forensic services for many different types of businesses, securities, intangible properties, and economic losses/damages. Below, are listed some of the most common items that are valued.


  • S & C-Corporations
  • Partnership Interests and LLCs


  • Preferred and Common Stock
  • Partnership and Joint Ventures
  • Partnership Interests
  • Options
  • Debt Instruments
  • Convertible Debentures
  • Restricted Stock

Intangible Properties / Intangible Assets:

  • Core deposit intangibles (for financial institutions)
  • Patents
  • Trademarks
  • Copyrights
  • Intellectual Property
  • Contracts
  • Customer Lists
  • Technology

Economic losses/damages:

  • Loss Quantification Analysis
  • Breach of Contract Lawsuits
  • Disruption of Business