Professional Services
Betzer Call Group, LLP performs professional services for a variety of clients including trial attorneys, corporate counsel, business organizations, Directors & Officers, governments and agencies, and individuals. Based on the extensive education and experience of its partners, the Firm is able to offer its clients assistance with understanding, analyzing and simplifying complex accounting, finance, income tax, economic and valuation concepts. The combined experience of Betzer Call Group, LLP's two partners exceeds 60 years. The Firm's professional services are focused in a number of consulting disciplines in addition to selective preparation of tax returns.
Consulting disciplines for the Firm include the following:
Tax return preparation services include the following:
Each of the firm's partners has extensive professional experience, education, and technical skill, which allow them to employ proven and generally accepted methodologies in solving client needs and reaching well reasoned and independent conclusions. The Firm's partners each have significant experience communicating their analyses and opinions in written reports or orally, including providing expert witness testimony.
Representative examples of assistance provided to clients include the following:
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Investigating Financial Statement Fraud |
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Forensic Accounting Analyses |
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Evaluating Internal Accounting Control Processes |
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Marital Asset Tracing and Apportionment |
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Investigating Fraudulent Activity Including Theft |
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White-Collar Criminal Defense or Prosecution |
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Preparing or Evaluating Economic Commercial Damages |
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Preparing or Evaluating Employment or Personal Injury Claims |
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Accounting for Environmental Response & Remediation Costs |
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Evaluating Business Interruption Insurance Claims |
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Valuing Business Ownership Interests |
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Valuation Under Fair Value Accounting Pronouncements |
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Performing Solvency Analyses |
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Representation Before Taxing Authorities |
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Litigation Consulting |
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Tax Return Preparation |
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Quantitative Analyses |
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Investigating Financial Statement Fraud |
| Detailed Description of Service Area is Being Updated |
| Request information about Investigating Financial Statement Fraud |
Forensic Accounting Analyses |
As a Firm we offer the following definition of “forensic accounting.”
In performing forensic accounting analyses we focus our efforts on discovering or identifying relevant facts, analyzing those facts in light of known or hypothetical circumstances, and reaching well reasoned and supportable conclusions regarding the occurrence of events. Examples of performing forensic accounting analyses include the tracing of funds or accounting entries through an organization’s financial records or determining the economic substance of complex financial transactions. In performing forensic accounting analyses Betzer Call Group, LLP ("BCG") partners are often tasked with determining what event(s) occurred, when or if and event(s) occurred, who was responsible or otherwise involved with the event(s), whether the event(s) was recorded or concealed, and how such and event(s) may be interpreted based on known facts.
If you would like more information on Valuing Businesses and Ownership Interests or would like to discuss specific circumstances where such services may be needed, please contact a BCG partner. For your convenience we have provided an email link below or you may use information located at “Contact Us” to correspond via the mail or telephone. |
| Request information about Forensic Accounting Analyses |
Evaluating Internal Accounting Control Processes |
| Detailed Description of Service Area is Being Updated |
| Request information about Evaluating Internal Accounting Control Processes |
Marital Asset Tracing and Apportionment |
| Detailed Description of Service Area is Being Updated |
| Request information about Marital Asset Tracing and Apportionment |
Investigating Fraudulent Activity Including Theft |
| Detailed Description of Service Area is Being Updated |
| Request information about Investigating Fraudulent Activity Including Theft |
White-Collar Criminal Defense or Prosecution |
| Detailed Description of Service Area is Being Updated |
| Request information about White-Collar Criminal Defense or Prosecution |
Preparing or Evaluating Economic Commercial Damages |
| Detailed Description of Service Area is Being Updated |
| Request information about Preparing or Evaluating Economic Commercial Damages |
Preparing or Evaluating Employment or Personal Injury Claims |
| Detailed Description of Service Area is Being Updated |
| Request information about Preparing or Evaluating Employment or Personal Injury Claims |
Accounting for Environmental Response & Remediation Costs |
| Detailed Description of Service Area is Being Updated |
| Request information about Accounting for Environmental Response & Remediation Costs |
Evaluating Business Interruption Insurance Claims |
| Detailed Description of Service Area is Being Updated |
| Request information about Evaluating Business Interruption Insurance Claims |
Valuing Business Ownership Interests |
The need to determine the value of a business or proportional business ownership interests may arise for a number of reasons that include:
- Acquisition or divestiture transactions
- Developing or executing equity buy/sell agreements between shareholders
- Identification and division of marital assets
- Commercial damages litigation
- Valuation of charitable deductions for income tax reporting
- Valuation for gift and estate tax purposes
- Compliance with Internal Revenue Code Section 409A (Stock Compensation)
- Business planning and financing
Determining the value of a business or proportional ownership interest involves a rigorously defined valuation process that must be followed by the analyst based on existing specific facts and circumstances. Betzer Call Group, LLP (“BCG”) partners have the requisite education, training, and experience to perform business valuation services under authoritative professional standards promulgated by various recognized organizations such as the American Society of Appraisers (“ASA”), the National Association of Certified Valuation Analysts (“NACVA”), and the American Institute of Certified Public Accountants (“AICPA”).
BCG partners have experience valuing all legal types of business organizations including C Corporations; pass-through entities such as S corporations, partnerships, limited partnerships, limited liability companies; and multi-tiered entities such as family limited partnerships (“FLPs”). In addition, BCG partners have experience providing valuation services in a broad range of industries including:
- Manufacturing and Distribution
- Professional Practices (e.g. accounting, law, and medical)
- Oil & Gas
- Technology
- Food Service (including quick service franchises)
- Retail
Examples of representative engagements where BCG partners have been engaged to perform business valuation services include:
If you would like more information on Valuing Businesses and Ownership Interests or would like to discuss specific circumstances where such services may be needed, please contact a BCG partner. For your convenience we have provided an email link below or you may use information located at “Contact Us” to correspond via the mail or telephone. |
| Request information about Valuing Business Ownership Interests |
Valuation Under Fair Value Accounting Pronouncements |
Currently there are a significant number of circumstances where generally accepted accounting principles (“GAAP”) require the development and use of asset and liability fair value determinations. For example, the need for a business organization to determine fair value of business assets, liabilities, and equity securities includes the following:
- Allocation of acquisition purchase price to tangible and intangible assets as well as liabilities and the determination of goodwill.
- Accounting for the impairment of acquisition goodwill.
- Accounting for changes in value of non-marketable equity investment securities.
- Recording equity security based compensation expense.
Fair value accounting requirements have been highlighted recently in press coverage of the 2008/2009 financial crisis; and have been described by the term “mark-to-market.” For equity and debt financial instruments actively traded in a public market the determination of value can be made relatively easily by reference to actually trading activity. However, relevant equity and debt investments and related derivative securities associated with privately-held-companies, which do not trade on public exchanges, require an independent determination of value at a point in time.
The determination of fair value must be made after an analyst performs a rigorously defined valuation process. Understanding of GAAP requirements and valuation concepts, approaches, and methodologies is critical to that process. Betzer Call Group, LLP (“BCG”) partners have the requisite education, training, and experience to perform business valuation services related to the determination of “Fair Value” under GAAP. Examples of representative engagements where BCC partners have been engaged to perform valuation services under fair value accounting pronouncements include:
If you would like more information on Valuation Services Under Fair Value Accounting Pronouncements or would like to discuss specific circumstances where such services may be needed, please contact a BCG partner. For your convenience we have provided an email link below or you may use information located at “Contact Us” to correspond via the mail or telephone. |
| Request information about Valuation Under Fair Value Accounting Pronouncements |
Performing Solvency Analyses |
| Detailed Description of Service Area is Being Updated |
| Request information about Performing Solvency Analyses |
Representation Before Taxing Authorities |
| Detailed Description of Service Area is Being Updated |
| Request information about Representation Before Taxing Authorities |
Litigation Consulting |
| Detailed Description of Service Area is Being Updated |
| Request information about Litigation Consulting |
Tax Return Preparation |
| Detailed Description of Service Area is Being Updated |
| Request information about Tax Return Preparation |
Quantitative Analyses |
| Detailed Description of Service Area is Being Updated |
| Request information about Quantitative Analyses |
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