Specialized Practice Areas : Business Advisory Services
About Us Client Service Value Proposition Client Testimonials Contact Us Directors and Managers GRF Retrospective Independence Statement Links Our Involvement in CPAmerica International Our Service to the Community Software Solutions Specialized Practice Areas Business Advisory Client Services Government Contractors Nonprofit Organizations Nonprofit Expertise Associations The GRF Difference EXCEL Award International Work Nonprofit Resources Our Leadership in the Nonprofit Community Presentations and Seminars Employee Benefit Plans Tax and Financial Planning Financial Tools and Resources Information Center Financial Tools GRF E-Newsletters Print Newsletter Sign-up Tax Resources Articles of Interest Additional Resources News Careers at GRF Our Culture Our Employment Opportunities 31 Reasons to Work at GRF Home Sitemap     We understand the diverse financial needs of the business world. Our professionals offer a comprehensive array of services that we believe can provide business owners with the expertise needed to find solutions to their concerns. Read below for more information about our service offerings in business valuations, litigation support, financial planning and wealth management. Business Valuations When it’s a question of value – you need expert advice. The common objective of a business valuation is to arrive at a realistic, appropriate, justifiable opinion of value, yet no two approaches are exactly the same. The method used must be unique to the company and to the purpose of the valuation. We specialize in developing valuations for the following: Buy/sell agreements Divorce proceedings Eminent domain proceedings Employee stock ownership plans Estate planning issues Estate tax liability issues Gifting to charitable organizations Mergers Retirement planning Shareholder disputes Value enhancement before anticipated sale Whatever reason you have for needing a business valuation, we are prepared to assist. Our professionals have in-depth knowledge of business valuation theory, a broad base of experience and excellent judgment. When you need to know what it’s really worth – the method counts. Litigation Support We have built our reputation as CPAs on our expert knowledge and the trust placed in us by our clients. We stand on that reputation when we are called upon to provide litigation support to attorneys and to render expert testimony at depositions or in court. Whether the issues relate to divorce settlements, contract disputes, civil lawsuits, bankruptcies, alternative dispute resolutions, or criminal cases, our goal is to develop a strategy that can clearly and concisely explain financial information to a judge, a jury or arbitrator, or as private advice to attorneys. Our services include: Assistance with case strategy Assistance with discovery Analysis Business valuations Document management Presentation of facts Financial projections Expert witness Financial Planning From year to year, as your accountants, we see the effect of the ever-changing economic environment on your bottom line –sometimes favorable, sometimes problematic. We are familiar with your circumstances: the kind of work you do, the way your income flows, the size of your family, the external factors that might affect you financially…and we already have developed a personal chemistry. Our financial planners work with clients on the development of written integrated personal financial plans, followed by supervision of its implementation and continuing review and update as the clients’ circumstances change. In this area, we have the credentials and expertise to offer comprehensive financial planning services including: Tax planning Cash management and budgeting Risk management and insurance Funding for children’s education Structure of family-owned business Succession planning Retirement Estate and investment planning Wealth Management In addition, GRF maintains an asset management affiliate, GRF Wealth Management, LLC, which provides clients with access to an investment approach that goes beyond one-dimensional strategies while leveraging the expertise of highly skilled professional investment managers. Click here to access our affiliate at www.grfwealth.com. 4550 Montgomery Avenue • Suite 650 North • Bethesda, Maryland 20814 P: 301.951.9090 • F: 301.951.3570 © Gelman, Rosenberg & Freedman. All rights reserved.