I am experienced in valuing privately held entities of varying sizes, industries, and geographic locations. Valuations of closely held or limited market interests for purposes associated with corporate planning, filing estate taxes, gifts of stock or equity interests, buy-sell agreements, actual sales transactions, pre-IPO options, Incentive Stock Options Programs, Employee Stock Ownership Plans, corporation tax basis conversions, litigation support and related matters. Appraised interests include common and preferred stocks, stock options, restricted stock, general and limited partnership interests, member interests or limited liability companies, debt instruments and intangible assets. Numerous valuations used for planning and actual transactions involving employee benefit plans, as well as experience in preparation of fairness opinions related to such transactions.