Engagements

VALUPATH ADVISORS

We Value Your Business.

Recent and On-going Engagements

Recent and on-going engagements involve a wide-range of industries and valuation purposes. Each engagement is performed under complete confidentiality and an engagement agreement with the client, outlining the scope and purpose of the work. Below is a sampling of previous valuation and consulting engagements within the last 12 months as well as current work.

VALUATION ENGAGEMENTS

ENTITY TYPE	INTEREST VALUED	PURPOSE¹
Operating Company	Majority	FMV-Estate Planning
Holding Company-Marketable Securities	Minority	FMV-Tax
Holding Company-Real Estate	Minority	FMV-Tax
Operating Company	Majority	FMV-Potential Sale
Operating Company	Majority	FMV-Transaction
Operating Company	Majority	FMV & Strategic Value-Transaction
Operating Company	Majority	FMV-Potential Sale
Operating Company	Minority	FMV-409A Compliance
Operating Company	Majority	FMV-Transaction
Operating Company	Majority	FMV-Transaction
Operating Company	Minority	FMV-409A Compliance
Operating Company	Majority	FMV-Potential Acquisition
Holding Company-Hedge Funds	Minority	FMV-Tax
Operating Company	Majority	FMV-Potential Sale
Operating Company	Majority	FMV-Divorce
Holding Company-Private Equity Funds	Minority	FMV-Tax
Operating Company	Minority	FMV-409A Compliance
Operating Company	Minority	FMV-Gifting
Holding Company-Marketable Securities	Minority	FMV-Tax
Operating Company	Majority	FMV-S Corporation Conversion
Operating Company	Majority	FMV-Stock Transaction
Operating Company	Majority	FMV-Buy/Sell Agreement
Holding Company-VC Funds & Real Estate	Minority	FMV-Tax
		¹FMV=Fair Market Value

CONSULTING ENGAGEMENTS

ENTITY TYPE	WORK PERFORMED
Operating Company	Annual operating budget
Operating Company	SBA loan package for business purchase financing
Operating Company	Business plan for acquisition of operating line of credit
Operating Company	Strategic plan