- Serving the Court‵s master of chancellery determining the ‟fair value‶ in a dissenting shareholder action precipitated by a bank holding company‵s conversion from a ‘C‵ to ‘S‵ corporation structure for tax purposes using a reverse stock split transaction.High profile estate/gift tax litigation involving a large, closely held diversified energy company.
- The valuation of eight patents to settle a protracted controversy with the Internal Revenue Service.
- Preparation of a ‟fairness from a financial point of view/reasonableness opinion‶ regarding the terms, pricing and conditions of a high-yield subordinated debt instrument in an ERISA/ESOP litigation setting.Developing valuations in connection with minority squeeze out/reverse stock split transactions to facilitate strategic ownership realignment programs and S Corporation election(s)/conversion(s).
