Advisory services

Clarity For The Next Steps In Life

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Our team of professionals has over 30 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). As guided by our accreditation standards, every engagement involves a detailed analysis and understanding of the circumstances and needs of the client in order to exceed the expectations of the standards set upon us.

 

 

BUSINESS VALUATION

What We Can do for you 

Our professionals assist clients across a range of industries, including oil & gas, energy services, private equity, hospitality, healthcare, real estate, construction, manufacturing & distribution, technology, agriculture, and business services.  Regardless of the size or scope of our clients, we can help them navigate through mitigating risk, optimizing cash flow, and position themselves for growth and sustainability.

 

Federal Income Tax Planning and Compliance

  • Shareholder redemptions/buy-ins
  • Restricted stock distributions to shareholders
  • Stock based compensation
  • 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

 

Mergers & acquisitions

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

 

Litigation support and expert testimony

  • Marital dissolution
  • Shareholder disputes

 

 

TRANSACTON ADVISORY

What can we do for you 

Whether buying or selling, our team of experts can provide valuable insight before transacting and committing your resources and reputation.  Working with numerous small to middle-market companies for over 30 years, we know how to best assist owners for success during their transactional and M&A needs from the early stages through close.  Our professionals can help businesses address many different planning needs, including providing ongoing financial consulting services and a sounding board for owners and managing directors. 

 

  • Quality of Earnings
  • M&A Sell-Side Preparation
  • M&A Buy-Side Due Diligence

 

  • Exit & Transition Planning
  • Benchmarking and Trend Analysis

 

 

RELATED INSIGHTS

Jun 13, 2024 3:03:02 PM

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Landmark Supreme Court Decision: Connelly vs. United States

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Awesome Tour

Business Valuation Practice Leaders

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Amber Widener CPA/ABV, ASA
Partner