Thomas Kalajian, CRTP, CVA, ABAR

What We Do

Business Valuations Qualified for IRS, Estate, Trust and SBA

  • Estate Tax Business Valuations for tax planning or compliance
  • Income Tax Business Valuations – Charitable Contributions
  • Income Tax Business Valuations – Offers in Compromise
  • Independent SBA Business Valuations to SOP 50-10 Requirements
  • Franchise Business Valuation – New or Change in Ownership
  • Employee Stock Ownership Plan (ESOP) Business Valuations
  • Second Opinions – Business Valuations and Business Appraisals

Business Valuations for Planning and Exit Strategies

  • Buy/Sell Existing or New Business Valuations
  • Life Insurance Adequacy Business Valuations
  • Partial or Full Business Acquisition Business Valuations
  • Business Sales Business Valuations
  • Business Buy-in Business Valuations
  • Business Buy-out Business Valuations
  • Business Valuations for Sales or Purchases of Partial Business Interests
  • Business Value Monitoring and Enhancement Strategies
  • Second Opinions – Business Valuations and Business Appraisals

Accredited Business Appraisal Review (ABAR)
(Including Formal Certified Opinion on Credibility of Business Valuation Reports)

  • Review Credibility of Another Valuator’s Business Valuation Prior to Submission to:
    • Internal Revenue Service
      • Charitable Contributions
      • Estate Tax Compliance
      • Gift Tax Compliance
      • Offers-in-Compromise
    • Department of Labor
      • ESOP Annual Requirement to Submit Valuation Report
    • SBA Lending Institution
  • Establish Credibility of Another Valuator’s Business Valuation:
    • Credibility of Valuation Report for Potential Purchase of New Business
    • Credibility of Valuation Report for Buy-out or Buy-in to Existing Business
    • Credibility of Valuation Report for Credibility of Valuation Report to Discover Possible Under- or Over-valuation for Life Insurance Coverage
    • SBA Lenders Seeking Determination of Credibility of Submitted Valuation Report
    • IRS or DOL Seeking Determination of Credibility of Submitted Valuation Report
    • Certified Public Accountants With Modest Valuation Experience Seeking to Determine Reliability of Valuation Conclusion for Planning Purposes
    • Attorneys, Accountants or Financial Planners  With Modest Valuation Experience Seeking to Determine Reliability of Valuation Conclusion for Planning Purposes
    • Mediators and Arbitrators Seeking Determination of Credibility of Expert’s Business Valuation Reports
    • Attorneys Seeking Determination of Credibility of Opposing Expert’s Business Valuation Report
  • Determine Credibility of Your Own Business Valuation Report:
    • Certified Public Accountants With Prior or Modest Valuation Experience
    • Attorneys, Accountants or Financial Planners Prior or With Modest Valuation Experience
    • Credentialed Business Valuators With Prior or Modest Valuation Experience

Business Valuation Litigation Support
(Practice Limited to Non-Testifying Legal Consulting)

  • Trier’s-of-Fact with Limited or Modest Valuation Experience Seeking  Personal Consultation or Tutoring Regarding Business Valuation Matters
  • Mediators and Arbitrators Seeking Determination of Credibility of  Expert’s Business Valuation Reports
  • Attorneys Seeking:
    • Determination of Credibility of:
      • Testifying Expert’s Business Valuation Report
      • Opposing Expert’s Business Valuation Report
    • Assessment and Analysis of Strengths, Weaknesses, Opportunities and Threats of:
      • Testifying Experts
      • Opposing Experts
    • Counsel and Assistance Before, During and After Depositions
    • Counsel in Structuring Settlement Strategies
    • Counsel and Assistance Before and During Trial
  • Attorneys, Certified Public Accountants, Enrolled Agents, CRTPs and Tax Representatives Seeking Counsel and Assistance with Representation Before:
    • Internal Revenue Service for:
      • Charitable Contributions
      • Estate Tax Compliance
      • Gift Tax Compliance
      • Offers-in-Compromise
    • Department of Labor for:
      • ESOP Annual Requirement to Submit Valuation Report
  • Parties to Litigation Who Seek:
    • A Formal Report Opining on Credibility of
      • Opposing Expert’s Business Valuation Report (Under the Engagement of Counsel to Bar Discoverability and Admission)
      • Own Expert’s Business Valuation Report (Under the Engagement of Counsel to Bar Discoverability and Admission)
    • Assessment of Strengths, Weaknesses, Opportunities and Threats Regarding Own or Opposing Expert’s Business Valuation Report, Depositions or Testimony (Under the Engagement of Counsel to Bar Discoverability and Admission)