Fulcrum’s personnel have decades of experience appraising a wide range of businesses and business assets, and analyzing the financial impact of related disputes.

Representative projects

  • Analyzed the value of a medical device manufacturing and sterilization company and amounts due under a contract for a finder’s fee to obtain financing.
  • Calculated a theft loss related to the merger of two multi-billion dollar public companies. Determined the fair market value on the merger date of the entity where fraud was alleged had all material facts been known. This assignment also included re-creation and adjustment to various models used by the investment bank who served as the advisor in the transaction.
  • Performed multiple business valuations and lost profit calculations for the commercial residents of a building after an incident with the electrical transformer.
  • Determined the fair market value of an adult entertainment company in order to determine the amount owed to an owner who claimed to have been forced out of the company.
  • Analyzed future prospects for a business that arranged for the formulation and manufacturing of pet products and other largely promotional items, generally in China, on behalf of well-known brands. Made numerous corrections to the valuations prepared by each party’s advisors and the valuation put forth by an opposing expert pursuant to the terms of a Buy Sell Agreement to determine the buyout value of one parties’ share. Evaluated claims for unjust enrichment for customer relationships alleged to have been improperly diverted to a third party.
  • Valued a restaurant that was destroyed by looters during the COVID shutdown and was unable to reopen due to alleged failures and denials of coverage by its insurance providers.
  • Determined the value of a partnership buyout under the terms of a partnership agreement involving an Italian sausage and specialty meats company.
  • Determined the fair value for publishing rights for a photograph of a local celebrity and any reduction in the photograph’s value as a result of publication. Also performed a disgorgement calculation regarding the additional profits derived from its usage in a magazine in relation to a copyright infringement claim.
  • Analyzed member contributions and distributions and calculated the IRR on a proposed sale of a mobile home development to determine allocation of proceeds under a contractual bonus percentage if a certain performance level was achieved.
  • Calculated the lost value of a clothing company after a customer with whom it had an exclusive relationship went out of business.