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
Amber Widener CPA/ABV, ASA
Partner
Steve Gonsoulin CPA/ABV, ASA, CBA
Principal
HOW CAN WE SERVE YOU?
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