•Employee Stock Ownership Plan valuations and
•Equity and financial asset appraisal
•Technology valuation•Dispute resolution
For financial appraisal purposes, we provide a report-style work-product to fulfill our clients’ transaction
and financial reporting regulatory requirements. For financial consulting
purposes, we offer limited-scope analysis, with verbal or letter, and
exhibit documentation services.
Our work history involves annual ESOP engagements and specialty financial valuation/consulting for dispute,
equity, financial and intangible assets, and technology related
William C. Dietrich, ASA, offers services for the financial valuation
of equity and intangible assets of private and public corporations. He
has 30 years experience providing valuation analysis and opinions for
many industries including those of high technology, software
development, architecture and engineering services, manufacturing, food
processing, and telecommunications.
Mr. Dietrich has served as an independent financial adviser to
private and ESOP corporations since 1976, providing transaction and
repurchase analysis, consulting for preliminary valuation, and
valuation opinions for annual reporting and adequate consideration
purposes. He has performed over 200 valuations for ESOP, stock bonus,
and retirement plans.
Mr. Dietrich has valued equity interests for corporate transaction
planning, stock option grants, dispute resolution proceedings, and for
reporting for estates, gift tax programs, and charitable contributions.
He serves as an arbitration panelist for contract, business valuation,
and securities disputes. He has provided support of Rule 144 resale
restriction discounts on public securities and has prepared valuations
of patented and acquired technology for financial reporting purposes.
His professional history includes engagements throughout the United
States, five years with the valuation group of a public accounting firm
including international experience in Eastern Europe.