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Expert Witnesses & Forensic Consultants Directory

Nancy A. Geary, CPA — ECS Financial Services, Inc.

Areas of Expertise: Estate & Gift Taxes; Estates & Trusts

Years in Practice/of Experience: 33

Corporate Transactions

	•		Business or business division sales
	•		Buy-sell agreements
	•		Corporate/partnership recapitalization
	•		Debt/equity securities structuring
	•		Dissenting shareholder valuation
	•		Fairness opinions
	•		Mergers and acquisitions
	•		Partnership interests
	•		Quantification of business damages
	•		Retrospective analysis
	•		Stock option programs
	•		Value engineering
	•		Valuation of enterprises, professional practices and partnership interests
	•		Valuation of intangible property
	•		Valuation of patents and royalties


Employee Stock Ownership Plans

	•		Annual appraisals
	•		Fairness opinions


Litigation Support

	•		Antitrust damages
	•		Arbitration and mediation
	•		Bankruptcy
	•		Due diligence investigations
	•		Employee litigation
	•		Expert testimony
	•		Insolvency opinions
	•		Insurance defense of loss claims
	•		Lost earnings and profits
	•		Marital dissolution
	•		Regulatory issues
	•		Shareholder disputes


Shareholder Liquidity Services

	•		Shareholder sales to an ESOP
	•		Minority stock repurchase valuation
	•		Negotiation assistance
	•		Valuations for sale or public offering


Tax-Related Services

	•		Charitable gifts
	•		Estate and gift tax
	•		Negotiation assistance
	•		Minority asset appraisals
	•		Review of IRS valuations

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