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The Big PictureOur affiliation with Geffen Mesher & Company CPAs and DFK International provides access to tax and accounting resources and intelligence that allows us to address just about any business issue impacting value. As such, we share knowledge and intelligence with Geffen Mesher and DFK member firms in an effort to provide top of class and best practices to all aspects of our engagements.
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Industry ExperienceWe have strong experience in numerous industries, and understand the unique factors that influence operations in those industries. It is this thorough understanding of industries and the economy that allows us to apply the correct valuation approaches to give our client a proper valuation.
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Industries Served
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Meet the Team
R. Lee Foster, CPA, CFF, ABV, ASA
Director Lee has valued business enterprises, debt securities, fractional interests, and various other intangible assets, as well as conducted various discount study analyses and implementation (including brokerage discounts). This valuation-related experience encompasses various industries and methodologies in financial valuation. Many of the appraisals performed by Lee have been for transaction, gift and estate tax planning, financial reporting, shareholder disputes, commercial litigation, marital dissolution, mergers & acquisitions (including fairness opinions), as well as other business transactions. Lee has completed numerous engagements for transfer tax purposes, particularly with respect to pass-through entities such as limited liability companies, family limited partnerships, and S-corporations.
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Branden Richmond, CPA, ABV, ASA
Senior Analyst Branden provides financial analysis, research, and report preparation for financial valuation and litigation engagements encompassing economic analysis, financial advisory, and business valuation services related to public and privately-held companies. Branden has assisted in the valuation of business enterprises, fractional interests, various other intangible assets, and applicable discounts when appropriate. This valuation-related experience encompasses various industries and methodologies in financial valuation. Many of the appraisals in which Branden has assisted have been for gift and estate tax planning, financial reporting, litigation, and mergers & acquisitions. He has assisted in the preparation of numerous engagements involving many different entity structures, including pass-through entities such as limited liability companies, partnerships, limited partnerships, and S- and C-corporations.
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Reed Peterson, CPA
Analyst Reed performs financial analysis, research, report preparation, business valuation, litigation support, and advisory services for public and privately-held companies. He has assisted in the valuation of numerous business enterprises spanning multiple industries and methodologies. Reed has acquired particular expertise in gift and estate tax planning, financial reporting, litigation, and mergers and acquisitions. He has also gained a great deal of experience working with many different business entity structures, including pass-through entities such as Limited Liability Companies, Partnerships, Limited Partnerships, and S- and C-Corporations.
Reed is currently enrolled in the American Society of Appraisers' Principle of Valuation courses in Business Valuation and is working towards earning the Accredited Senior Appraiser professional designation. |