We understand how stressful it is to put a price on your business, especially during tough transitions. So we give you everything we’ve got: a team chock-full of shareholders and senior management supported by our entire firm of accounting specialists. Plus, we address legal issues as well as the bottom line; your attorneys will be pleasantly surprised to find we speak their language.

Our integrated approach saves you time and money since we tap into substantial in-house resources for tax and audit implications, industry-specific requirements, and other expertise. Whether it’s real estate, reorganization, derivatives, or complicated legacy planning, we have the depth to handle it. When it comes to family affairs, senior manager Paris Powell provides valuable perspective as a member of a family business study group. And we work seamlessly with your own team of professionals as needed.

We can help you with valuations for…
  • Succession planning
  • Estate and gift planning and reporting
  • Buying or selling a business
  • Strategic planning
  • Divorce settlements
  • Shareholder oppression
  • Buy-sell agreements
  • Leveraged buyouts
  • Strategic and financial acquisitions
  • Bankruptcy and reorganization
  • Purchase price allocation
  • Testing for goodwill impairment
  • Converting from C-corporation to subchapter S-corporation status
Consulting Services related to:
  • Financial reporting under fair value
  • Forensic accounting
  • Forecasting and cash flow modeling
 A glimpse of our valuation experience with…
  • Undivided interests in various pieces of undeveloped land, commercial buildings, and residential rental properties for estate tax reporting
  • Music rights licensing company for charitable gifting
  • Holding company with eleven assisted living facilities for estate planning purposes
  • Real estate holding company with large commercial office building to assist with “estate freeze”
  • Multi-million-dollar maritime company for marital dissolution purposes
  • Over 35 wineries for estate, gift tax, succession planning, divorce, and merger and acquisition purposes
  • Corporate stock for shareholder oppression lawsuit
  • A note receivable for charitable giving
  • Biological assets (vines) for fair value reporting
  • Manufacturing companies for merger
  • Non-voting units in holding company with 16 properties worth over $65 million
  • Interest in real estate holding company with holdings of over $200 million for shareholder redemption
  • Manufacturer and distributor with revenues in excess of $220 million to assist with revisions to buy-sell agreement

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Our 1:6 ratio means more 1:1.

Our ratio of executive team shareholders to staff is unusually low for a full-service regional firm: 1:6 or lower, depending on the service or industry practice group. It means you get the direct, involved attention of our top talent from day one. They proactively offer you strategy, feedback and ideas all along the way.