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Valuation Issues

Opinions of value often differ dramatically. The achievements of Bluestein and Wayne, P.A.'s, founding members in becoming Board Certified by the Florida Bar, as well as the continuing legal education requirements met by all firm attorneys, go hand-in-hand with the experience gained in representing high income and high net worth persons. As a consequence, we are able to successfully team with business valuation experts, forensic accountants, tax advisors, probate and estate planning professionals, investment houses and financial analysts in order to reach accurate conclusions as to the worth of the component parts of each undertaking. That may include delving into assets such as:

  • Privately held securities
  • Closely held interests in corporations
  • Partnership interests
  • Sole proprietorships
  • Minority interests in a variety of business enterprises
  • Stock options and stock warrants
  • Employment agreements
  • Licensing and/or distribution agreements
  • Intellectual property rights, patents and/or trademarks
  • Real estate
  • Business and real estate projects in various stages of completion
  • Retirement accounts
  • Art, antiques and collectibles
  • Annuities
  • Beneficial interests in trusts and/or estates
  • Automobiles
  • Watercraft

Bluestein and Wayne, P.A., has participated in a wide range of valuation issues. We understand how to integrate the necessary experts to best evaluate your assets and to make them part of a process intended to successfully build your case.

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