100 Clock Tower Pl., Ste. #230, Carmel, CA 93923 | info@SavageAccountancyandValuation.com
 
 
 
 
 
 
 
 
 

Savage Accountancy, APC

 
 
 
 
 
 
 

 
 
 
 
 

Valuation & Litigation Services in Carmel, California

 
 
 

Valuation Services

Our Valuation Services are used by attorneys, accountants, financial advisors, and clients to achieve their goals in the following areas
 
  • Estate Tax Planning and Compliance
  • Gift Tax Compliance
  • Valuation Discount Analysis for Funding of Trusts, as well as for Gift and Estate Reporting
  • Resolution of Litigated Matters, including Civil Litigation and Family Law Matters
  • Admission of New Partners
  • Buy-Sell Agreements and Buyouts of Co-Owners
  • Eminent Domain Cases
  • Resolution of Bankruptcy Matters
  • Advising on Planned Transactions, including Civil Litigation and Family Law Matter
 
Savage Lucido - Valuation and Litigation Services in Carmel, CA
 

Industries Served

  • Agribusiness
  • Valuation Discount for Asset Holding Companies and Tenancy in Common Interests
  • Professional Service Firms Including: Law Firms, Real Estate Companies, Accounting Firms, Consulting Practices, and Financial Planning Firms
  • Medical and Veterinary Practices
  • Real Estate Holding Companies
  • Mixed Asset Holding Companies
  • Restaurants and Hospitality
  • Galleries and Art Production
  • Retail Stores and Gas Stations
  • Wineries and Distilleries
  • Architecture, Engineering, and Construction Firms
  • Valuation of Financial Assets, including: Leases, Life Estates, and Nonmarket Promissory Notes
 
Consulting Firms - Litigation and Valuation Services - Carmel, CA - Savage & Lucido
 
Business Appraisal - - Litigation and Valuation Services - Carmel, CA - Savage & Lucido
 
The managing shareholder, Clark Savage, and other valuation staff have over 30 years of combined experience in determining the value of closely held companies and complex financial instruments. We have appraised more than 700 companies throughout the Western United States. We have qualified as experts in valuation and forensic accounting in the California Superior Courts.

Litigation Services

Our team has successfully worked on civil, criminal, and family law litigation in the following areas:
  • Damages Claims and Economic Loss Analysis
  • Valuation Testimony in Family Law Matters, Eminent Domain, and Dissenting Shareholder Cases
  • Family Law Accounting Matters, including Income Analysis and Separate Asset Tracing
  • Forensic Analysis, Theft, Misappropriation of Assets, & Criminal and Civil Fraud

Professional Expert Witness Testimony

Clark Savage, CPA/ASA, ABV, CFF, provides expert witness testimony on behalf of firm clients. With more than 30 years in practice and having prior experience as a college professor, he is accomplished in making the unexplainable understandable. Having testified in both bench and jury trials, he understands the impact of providing quality quantitative analysis that is intentionally made understandable so that it can be impactful and meaningful for a trier of fact.
**Please note, Mr. Savage cannot be retained, disclosed, or designated as a trial expert without first obtaining a signed engagement letter with the firm of Savage Accountancy, APC.
Contact our office in Carmel, CA at 831-298-5175 if you're in need of litigation or valuation services.