Other Compliance

Privately held winery in Paso Robles

We valued an interest in a winery contributed by an executive as part of her E-2 Visa investment requirements.

Developer of an online platform to develop, deploy, and host websites

We valued intellectual property which was contributed by an executive as part of his E-2 Visa investment requirements. Our analysis was successfully approved by the U.S. consulate in the European country which reviewed the client’s Visa application.

Local surgical practice

As part of a planned merger with another medical practice, we developed a detailed business valuation which was utilized for both tax and Stark Law-related compliance and documentation.

Regional bank

We valued the trademark assets associated with a major sporting event to assist the bank with the evaluation of loan collateral.

Publicly traded developer and manufacturer of process control and yield management solutions

We valued certain equipment related to a joint research and development program for government reporting purposes associated with the program’s planned termination.

Company involved in the marketing and sale of various brands of wine

We valued two properties for insurance reporting purposes. Our analysis incorporated consideration of the buildings’ National Historical Landmark status and implications on replacement costs for the properties.