| Type of Business | Valuation
Date | Corporate Form | Revenues
($ Millions) | | Purpose of Valuation |
| Research data for banks | Apr-05 | LLC | $32.2 | | Minority sale of stock |
| Mechanical contractor | Apr-05 | C Corp. | $9.4 | | Sale valuation |
| Engineering firm - product design | Apr-05 | S Corp. | $3.7 | | Sale valuation |
| Mechanical and plumbing construction | Feb-05 | C Corp. | $53.4 | | ESOP |
| Distributor of gasoline | Jan-05 | C Corp. | $11.0 | | Estate Planning/Gifting of Shares |
| Green power producer | Jan-05 | LLC | NA | | Fund Raising |
| Thoroughbred race track | Dec-04 | LLC | $147.0 | | Rights Offering |
| Manufacturer of printed circuit boards | Nov-04 | C Corp. | $20.0 | | Estate Planning/Gifting of Shares |
| Distributor of heating oils | Oct-04 | S Corp. | $29.5 | | Estate Planning/Gifting of Shares |
| Engineering firm | Oct-04 | LLC | $5.0 | | Strategic Planning |
| Broadline food distributor | Sep-04 | S Corp. | $105.0 | | Sale valuation |
| Investment advisor | Jul-04 | S Corp. | $11.0 | | Buy-Sell Agreement |
| Athletic retailer | Jun-04 | S Corp. | $13.9 | | Sale valuation |
| Mechanical and plumbing construction | Jun-04 | C Corp. | $58.8 | | ESOP |
| Retailer of sporting gear and apparel | Jun-04 | S Corp. | $40.2 | | Buy-Sell Agreement |
| Home improvement products | Mar-04 | C Corp. | $200.0 | | Purchase and fund raising |
| Home improvement products | Mar-04 | C Corp. | $13.0 | | Purchase and fund raising |
| Home improvement products | Mar-04 | C Corp. | $7.9 | | Purchase and fund raising |
| Home improvement products | Mar-04 | C Corp. | $8.5 | | Purchase and fund raising |
| Broadline food distributor | Feb-04 | S Corp. | $49.4 | | Sale valuation |
| Internet content provider | Feb-04 | C Corp. | $5.9 | | Purchase and fund raising |
| Enterprise application software | Feb-04 | C Corp. | $307.0 | | Bank Loan Support |
| Real Estate | Jan-04 | C Corp. | $0.5 | (1) | Estate Planning/Gifting of Shares |
| Sports entertainment facility | Jan-04 | LLC | NA | | Fund Raising |
| Foodservice redistributor | Dec-03 | S Corp. | $32.0 | | Sale valuation |
| Real estate LLC | Dec-03 | LLC | $0.3 | (1) | Estate Planning/Gifting of Shares |
| Real estate LLC | Dec-03 | LLC | $6.3 | (1) | Estate Planning/Gifting of Shares |
| Electrical distributor | Nov-03 | C Corp. | $30.0 | | Estate Planning/Gifting of Shares |
| Wireless broadband provider | Aug-03 | C Corp. | NA | | Fund Raising |
| Investment advisor | May-03 | S Corp. | $8.8 | | Buy-Sell Agreement |
| Mechanical and plumbing construction | May-03 | C Corp. | $53.2 | | ESOP |
| Retailer of sporting gear and apparel | Apr-03 | S Corp. | $41.0 | | Buy-Sell Agreement |
| Asset holding company | Mar-03 | FLP | $6.5 | (1) | Estate Planning/Gifting of Shares |
| Asset holding company | Mar-03 | FLP | $6.3 | (1) | Estate taxes |
| Broadline food distributor | Mar-03 | S Corp. | $38.8 | | Sale valuation |
| Internet content provider | Mar-03 | C Corp. | NA | | Fund Raising - Development Stage |
| Thoroughbred race track | Mar-03 | LLC | $165.0 | | Rights Offering |
| Contractor | Feb-03 | S Corp. | $5.1 | | Estate Planning/Gifting of Shares |
| Asset holding company | Jan-03 | LLC | $8.2 | (1) | Estate taxes |
| Asset holding company | Dec-02 | LLC | $8.1 | (1) | Estate Planning/Gifting of Shares |
| Manufacturer and broker of bio-ethanol | Nov-02 | C Corp. | $449.2 | | Purchase and fund raising |
| Produce distributor | Oct-02 | S Corp. | $33.5 | | Sale valuation |
| Restaurant chain | Sep-02 | S Corp. | $140.0 | | Shareholder Buyout |
| Stainless steel tube fabricator | Sep-02 | S Corp. | $3.6 | | Estate Planning/Gifting of Shares |
| Manufacturer of aviation equipment | Aug-02 | LLC | $1.0 | | Buy-Sell Agreement |
| Convenience Store Distributor | Jul-02 | C Corp. | $464.9 | | Sale valuation |
| Asset holding company | Jul-02 | LP | $3.5 | (1) | Estate taxes |
| Real estate | Jul-02 | GP | $1.9 | (1) | Estate taxes |
| Asset holding company | Jun-02 | LLC | $3.8 | (1) | Estate Planning/Gifting of Shares |
| Long-term acute care chain | Jun-02 | C Corp. | $73.0 | | Purchase and fund raising |
| Investment advisor | Jun-02 | S Corp. | $0.8 | | Estate Planning/Gifting of Shares |
| Investment advisor | Jun-02 | S Corp. | $8.3 | | Buy-Sell Agreement |
| Mechanical and plumbing construction | May-02 | C Corp. | $53.3 | | ESOP |
| Retailer of sporting gear and apparel | Apr-02 | S Corp. | $41.2 | | Buy-Sell Agreement |
| Powdered metal manufacturer | Apr-02 | S Corp. | $3.8 | | Shareholder Buyout |
| Promotional and marketing events | Mar-02 | S Corp. | $7.5 | | Buy-Sell Agreement |
| Psychiatric services provider | Feb-02 | C Corp. | $23.0 | | Fund Raising |
| Food broker | Dec-01 | S Corp. | $1.8 | | Corporate Planning |
| Produce distributor | Dec-01 | S Corp. | $23.7 | | Buy-Sell Agreement |
| Software for cemeteries & funeral homes | Dec-01 | C Corp. | $5.1 | | Incentive Stock Option Plan |
| Manufacturer of steel studs and related products | Dec-01 | C Corp. | $4.8 | | Corporate Planning |
| Real estate limited partnership | Nov-01 | LP | $1.6 | (1) | Estate Planning/Gifting of Shares |
| Broadline food distributor | Nov-01 | C Corp. | $225.0 | | Sale valuation |
| Outsourced contract software development | Nov-01 | C Corp. | $4.1 | | Corporate Planning |
| Manufacturer of biotech equipment | Sep-01 | C Corp. | NA | | Fund Raising - Development Stage |
| Mechanical, electrical and plumbing consulting firm | Aug-01 | C Corp. | $0.2 | | Corporate Distribution - Minority |
| Engineering and testing firm | Aug-01 | S Corp. | $5.0 | | Strategic Planning |
| Mechanical, electrical and plumbing consulting firm | Jul-01 | C Corp. | $0.2 | | Corporate Distribution - Majority |
| Health club and related services | Jun-01 | LLC | NA | | Fund Raising - Development Stage |
| Real estate limited liability company | May-01 | LLC | $3.1 | (1) | Estate Planning/Gifting of Shares |
| Mechanical and plumbing construction | May-01 | C Corp. | $26.8 | | ESOP |
| Retailer of sporting gear and apparel | Apr-01 | S Corp. | $40.0 | | Buy-Sell Agreement |
| Web-enabled platform for syndicated loan market | Apr-01 | C Corp. | $- | | Exercise Price of Options |
| Business-to-business e-commerce | Apr-01 | C Corp. | $- | | Exercise Price of Options |
| Manufacturer and seller of workstations | Apr-01 | C Corp. | $4.5 | | Sale valuation |
| Operator of seafood restaurants | Apr-01 | C Corp. | $3.8 | | Estate Planning/Gifting of Shares |
| Broadline food distributor | Apr-01 | S Corp. | $43.9 | | Sale valuation |
| Broadline food distributor | Mar-01 | C Corp. | $131.5 | | Estate Planning/Gifting of Shares |
| Investment advisor | Mar-01 | S Corp. | $8.5 | | Buy-Sell Agreement |
| Wireless Internet service provider | Mar-01 | C Corp. | $2.7 | | Estate Planning/Gifting of Shares |
| Seller, installer and servicer of POS systems | Feb-01 | C Corp. | $7.4 | | Sale valuation |
| Manufacturer of data storage solutions | Feb-01 | C Corp. | $5.0 | | Sale valuation |
| Manufacturer of test equipment | Jan-01 | C Corp. | $2.8 | | Sale valuation |
