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FrantzenValuation Specialists
Proven
Experienced
PRACTICE
AREAS
LITIGATION & DISPUTE RESOLUTION
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Expert analysis, opinions, and testimony to assist business owners and/or counsel.
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Dispute resolution regarding the value of businesses, securities, equity interests, and assets.
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Retrospective solvency for avoidance actions.
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Economic damages and lost profits.
ADVISORY SERVICES
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Value creation strategies.
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Value-based compensation planning.
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Pre-transaction valuation for buy-side and sell-side opportunities.
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Pre-transaction acretive/dilutive analyses.
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Analysis of other corporate finance issues.
REGULATORY SUPPORT
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Fair market value opinions for pre-transaction planning.
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Fair market value opinions for tax-exempt organizations and/or healthcare providers related to regulatory reviews (Medicare/Medicaid, Anti-Kickback Statutes and Stark Laws).
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Valuations for insurance business transactions including demutualizations and others.
FINANCIAL REPORTING
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Fair value measurements of acquired assets and liabilities for business combinations (purchase price allocations).
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Goodwill, intangible and tangible asset impairment testing.
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Fair value measurements of share-based compensation.
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Periodic fair value measurements of financial instruments.
TAX: INCOME, GIFTS
& ESTATE
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Fair market value measurements of assets and liabilities for purchase price allocations.
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Fair market value measurements of entities and equity investments for tax reorganizations, cancellation of indebtedness income, net operating loss limitations, worthless stock deductions, and other tax issues.
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Fair market value measurements for gift and estate tax planning and reporting including intra-family gifts, charitable donations of securities and estate tax filings.
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Fair market value measurements of equity for employee compensation reporting.
TRANSACTION OPINIONS
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Fairness opinions for sell-side and buy-side transactions to assist Boards of Directors with planning, decision-making, and transaction support.
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Solvency opinions to assist companies and lenders with respect to dividend recapitalizations, spin-offs and other corporate transactions involving debt.
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Reasonably equivalent value analysis to assist companies with defending against avoidance actions.
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Healthcare Services
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Financial Institutions & Insurance
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Infrastructure
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Basic Materials
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Medical Equipment & Devices
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Commercial/Industrial Products & Services
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Consumer Products & Services
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Distribution
INDUSTRIES
WHY CHOOSE US
In a word, Value. The Highest Quality at a Lower Cost.
How can we provide this? Gary Frantzen has been a valuation consultant for large, well-known firms for over 30 years. His time became more and more consumed by non-client and administrative tasks, as more of the fees that he managed were siphoned off for overhead, administrative costs and “house” profits.
Frantzen Valuation Specialists is a freshly-launched independent valuation firm offering Gary's 30+ years of Valuation Experience. Your projects will benefit from more of his time and experience at a lower billing rate with no hidden administrative charges. Our invoices will be completely transparent with the hours charged to your project by individual and itemized out-of-pocket expenses at actual cost.
More importantly, your project will benefit from his leadership in the industry, his knowledge, and experience. Many tasks do not require an experienced financial analyst so we will utilize leverage at an appropriate level. Gary's experience, lower billing rate and reasonable, appropriate leverage will result in lower cost and higher quality.
We have affiliated with other independent, experienced and like-minded firms to give our clients the broadest selection of high-quality services possible.
TESTIMONIALS
"Gary Frantzen testified as my expert in determining valuation of the loss of a portion of a business, including lost profits. The trial Court fully adopted his conclusions stating: “At trial, the Court found Frantzen’s unrebutted testimony to have been well-reasoned, supported in fact and highly persuasive on the issue of damages”. It was a pleasure to work with him.”
Harvey Barnett, Law Office of Harvey J. Barnett Limited
“Gary was able to provide a valuation of a minority interest in Surgery Center in a hotly contested piece of litigation. Thanks to his work and his deposition testimony our client was able to achieve a favorable settlement of the case.”
Steve Rowe, Partner, Adams and Reese LLP
“Gary provided valuation services, rebuttal analysis and testimony on behalf of my client, an internet retail business, related to a dispute between shareholders. He was thorough, professional and his work was instrumental in achieving a favorable outcome for my client.”
Colby Anne Kingsbury, Faegre Baker Daniels LLP
The comments appearing on this page are from attorneys and clients that Gary Frantzen has worked with in the past. They are not intended, nor should they be considered, as endorsements of Frantzen Valuation Specialists LLC or Gary Frantzen.
Upcoming Events
Thu, Sep 19The Standard ClubSep 19, 2019, 11:45 AM – 1:45 PMThe Standard Club, 320 S Plymouth Ct, Chicago, IL 60604, USABusiness Valuation Association Sponsored Luncheon and Presentation
CONTACT US
Sensible fees
for 30 years of expertise: click here for my bio.
Gary T Frantzen,
CFA, ASA
Co-Founder and Managing Director
312.560.0288 Gary@FrantzenValuation.com
