BUSINESS VALUATION

CLARITY FOR THE NEXT STEPS IN LIFE

Our team of professionals has over 25 years of combined experience and hold three of the most sought-after business valuation designations, ASA (Accredited Senior Appraiser), ABV (Accredited in Business Valuation), and CBA (Certified Business Appraiser). We proudly hold these designations and work to exceed the expectations of the standards set upon us to provide the best services for our clients.

What we can do for you

As guided by our accreditation standards, every engagement involves a detailed analysis and understanding of the entity and interest being valued. Depending on the circumstances and needs of the client, the results of our analysis can be communicated in various ways: 

  • Full Appraisal Engagement and Detailed Report
  • Full Appraisal Engagement and Summary Report
  • Calculation Engagement and Report

Federal Income Tax Planning and Compliance

  • Shareholder redemptions/buy-ins
  • Employee stock ownership plans
  • Restricted stock distributions to shareholders
  • Stock options
  • Transactions with non-profit organizations
  • C to S corporation conversions
  • Distribution of private shares from retirement plans

 

Estate and Gift Tax Planning and Compliance

  • Gifts of interests in closely-held entities
  • Date of death valuations
  • Transfers of family limited partnership interests
  • Sales to trusts & related parties
  • Grantor retained annuity trusts
  • Redemption of Shares Left to Charity

 

Mergers & Acquisitions

  • Assistance to buyers and sellers
  • Establishment of buy/sell agreements
  • Corporate planning
  • Private placement planning
  • Raising capital
  • SBA loans

 

Litigation Support and Expert Testimony 

  • Marital dissolution
  • Shareholder disputes

 

BUSINESS VALUATION PRACTICE LEADERS

Steve Gonsoulin CPA/ABV, ASA, CBA

Principal

Amber Widener CPA/ABV, ASA

Director

HOW CAN WE SERVE YOU?

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