ComStock provides valuation and other advisory services to our clients on a full-time, year-round basis. Working with ComStock you can expect

a seasoned director on your project team state-of-the-art analysis tools
timely industry and economic data meticulous research
astute analysis and informed judgment a valuation that is defensible in court

If you need valuation or other financial services in any of the following areas, please contact a ComStock director to discuss your needs. Please scroll down for a list of our specific services.

Estate
taxes
planning
partnerships
charitable contributions
S Corporation elections

Employee Ownership
ESOPs
profit sharing and stock bonus plans
warrants and stock options

Transactions
mergers/acquisitions/recapitalizations
corporate redemptions
going private
leveraged buy outs
corporate financial planning

Public Company
blocks of publicly traded stock
restricted securities
thinly-traded or non-traded securities

Dispute Resolution
litigation/arbitration/mediation
alternative dispute resolution
dissenting shareholder actions
marital dissolution
business damages
bankruptcy reorganization

Assets
buy/sell agreements
trust administration
trademarks/names
intellectual property
other intangible assets

ComStock offers clients a broad selection of services - and the expertise they demand. To talk with a ComStock director about the following services, please feel free to Contact Us.

Valuation
A valuation - the assigning of value to an interest - is the financial tool that will help you make the right decision in a business-related situation.

Financial Feasibility Study
A financial feasibility study gives you a comprehensive look at the impact on your business of an employee stock ownership plan, alternative sales strategies or transaction financing.

Discount Study
A discount study values your interest in a private corporation, limited partnership or limited liability company, or in a large block of stock held in a publicly traded company.

Analysis of Offering Price
An analysis of offering price determines the intrinsic value of a business that you are considering buying or selling.

Appraisal Review
An appraisal review determines if a third-party valuation meets established appraisal standards and presents a well-reasoned and supportable conclusion.

Fairness Opinion
A fairness opinion is an analysis of the financial fairness of value allocation.

Solvency Opinion
A solvency opinion concludes whether or not the fair market value of an interest is in excess of its liability and if the interest will be able to meet its debt obligations when due.

Asset Review
An asset review is required every year for certain fiduciary-administered assets of privately held corporations, limited liability companies, limited partnerships, general partnerships or sole proprietorships.

Quantification of Damages for Lost Profit
A quantification of damages is usually produced as a tool during the litigation, arbitration or mediation that follows the violation of an agreement or fiduciary duties.

Blockage or Restricted Stock Study
A blockage or a restricted stock study determines the impact on value if a large block of publicly traded stock were to be sold at a discount or if restricted publicly traded stocks were to be sold at a discount during the restricted time period.

Debt Placement Report
A debt placement report presents a financial picture of a company to a prospective lender when the company seeks to raise additional capital through debt markets.