Bill Toce

Bill Toce has over 15 years of experience with the valuation of closely held businesses, business interests, intangible assets, intellectual property, debt instruments, and derivatives (including stock options and option-embedded securities). These engagements were conducted for a variety of purposes, including mergers and acquisitions, financial reporting, litigation support, strategic planning, and tax planning and reporting.

Services provided on recent engagements include:

• Common stock valuations for tax planning and financial reporting to comply with Sec. 409A of the Internal Revenue Code and FASB ASC Topic 718
• Purchase price allocations and impairment analyses related to FASB ASC Topics 805 and 350, including preparation of responses related to comments from auditors
• Valuation consulting related to tax planning and compliance, including appraisals performed for estate and gift tax reporting, and domestic and international tax planning (including reorganizations, restructuring, and ownership/control changes)
• Valuations of carried and capital interests related to certain private equity, venture capital and hedge fund interests
• Valuations of various structured debt instruments, including convertible notes
• Financial analysis to assist with business planning and acquisitions
• Review of valuation analyses performed by other appraisal firms for dispute and litigation purposes

Specific industries within which Bill has worked include government contracting, retail, technology, financial services, travel and leisure, business service companies, real estate, manufacturing, and distribution.