Below is a summary of the broad range of clients we have worked with. Client identities have been withheld for confidentiality.
Client is a petroleum distributor and owner of a chain of convenience stores in upstate NY with $250 million annual revenue. The Company was re-capitalized as part of an estate planning and gifting strategy to transfer ownership to the next generation. GW Legacy Advisors was engaged to value the 90% non-voting equity ownership interest.
Client is a wholesale food distributor in upstate NY with $160 million annual revenue. The Company has been transferring stock to management. GW Legacy Advisors was engaged to value an annual transfer of non-voting equity ownership interest.
Client is a start-up company in the process of developing software to provide an e-Commerce solution to the high-end on-line gambling market. After completing approximately 90% of version 1.0, investors that had been funding the Client decided to terminate further support. Client was forced to liquidate its assets and had received an offer for its software. GW Legacy Advisors Partner was engaged to provide an opinion of the liquidation value of the software.
Client is a start-up company which owned a patent covering digital imagery and rifle scopes. Institutional investors required a patent to be valued to determine a portion of the founder's contribution and ownership allocation.
Client is a large, internationally recognized non-profit Christian organization which was in the process of spinning off its entire information technology department into a for-profit entity. GW Legacy Advisors Partner was engaged to value the assets being transferred and the ownership interests of the newly formed entity. The opinion of value was used for IRS reporting purposes.
Client is a cellular telephone service provider which had placed a tower on land claimed to be owned by a third party. Third party obtained ownership through adverse possession laws and the client was therefore unaware of right-full owner when constructing the tower. Third party sued Client claiming economic damages in excess of several million dollars. GW Legacy Advisors Partner provided support to a Longmont-based valuation firm in developing an economic damages analysis. Client prevailed, paying only a small fraction of the damages sought by the plaintiff.
Client is a distributor of oil and gas products. Due to an explosion of a propane gas tank, Client was a defendant in a lawsuit. Plaintiffs were awarded a substantial judgment. GW Legacy Advisors Partner was engaged to analyze the Client’s resources and ability to pay the judgment. ACR’s opinion and analysis was used by the Client to negotiate a substantially lower payment to the Plaintiffs.
Client is a Certified Professional Accounting firm. Upon dissolution of the partnership, disagreements over performance of the dissolution contract erupted and a lawsuit was filed which was then transferred to arbitration. The Client, who was also the claimant, maintained that economic damages were incurred as a result of the respondent’s actions during the dissolution process. GW Legacy Advisors Partner was engaged to assess the economic damages and testify as an expert witness before the arbitration panel. Client prevailed and was awarded damages.
Client is a 115 year old crane and heavy hauling company. GW Legacy Advisors Partner was engaged to value and sell the business.
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