We are strongly committed to our business valuation specialty.Our philosophy is to provide the highest quality business appraisal services on a full time, year-round basis.This is not a sideline with us, as it is with many accounting and consulting firms.Our financial analysts are experienced and highly trained in the business appraisal discipline.
Resources
We have invested in essential resources for our business valuation specialty.
Library - We have one of the largest business valuation libraries in the Southeast with over 1200 specialized volumes.
ALCAR™- We are licensed to ALCAR™, a powerful financial analysis software, and use it extensively in our appraisal work. ALCAR™ is used in the appraisal practices of the Big Four accounting firms, as well as by the largest investment banking firms.
Meeting Clients' Needs
Our assignments typically fall into four major categories of client needs.
Tax Planning. We prepare appraisal reports and do valuation consulting related to estate and gift tax planning, including family limited partnerships. We also provide valuation advice for “built-in gains” arising upon S-Corporation status election. We may also appraise stock in closely-held enterprises for gifting or transfer to charities or to family members. Business Disputes. We assist with valuation issues arising in the context of shareholder/partner disputes or litigation, contract breaches, dealer/franchise termination, and business interruption, among others. Succession. We assist with valuation issues in transitioning business ownership from one management group or family generation to another. This would include appraisal of business ownership interests for buy/sell agreements, incentive stock options, stock repurchase plans, and employee stock ownership plans, among others. We can also assist with advice on the structure and objectives of such transitioning devices. Financial Reporting. We appraise intangible assets such as goodwill, intellectual property, and customer lists for compliance with GAAP rules for purchase price allocation, asset impairment, and intangible amortization purposes.
Over the last several years, we have produced discount analysis appraisals and reports on over 150 family limited partnerships.During a recent six-month period, we performed discount appraisals on 25 family limited partnerships with underlying assets (real estate, securities) totaling over $100 million.
We have completed over 400 substantive business valuation engagements resulting in the issuance of a full appraisal report.A sampling of recent assignments includes the following stock appraisals: