Advisory and Consulting

An Advisor Business Owners Can Trust

Brown Edwards has the expertise to help you answer the most difficult financial questions so you can make better, more informed decisionsKnowing the current value of your business is important for many reasons. Whether you are considering the purchase or sale of a business, succession planning, financial reporting, tax planning, tax compliance, or dispute resolution, our valuation team objectively values your business and primes you for the future. 

 

We provide our clients with independent and impartial analysis and support of value for even the most complicated situations. Businesses of all sizes and structures, across a wide spectrum of industries, turn to us to meet their valuation and financial consulting needs. Our experienced and credentialed professionals perform hundreds of engagements each year. Having completed hundreds of business and intangible asset valuations, our experienced team combines industry knowledge and real-world market information with sophisticated valuation methodologies from the simplest to the most complex situation 

How We Help

Mergers & Acquisitions
Selling a Business
Estate or Divorce Settlements
Shareholder Disputes
ESOP Administration
Litigation Support
Tax Compliance
Financial Reporting

Why Choose Brown Edwards

Market-Leading Professionals

As an industry leader, our firm holds memberships in key professional associations, such as the National Association of Certified Valuation Analysts (NACVA) and the American Institute of Certified Public Accountants (AICPA).

In addition to experience, effective valuation and financial consulting requires special knowledge and skills. Our professionals have earned the highest specialized credentials and market-leading designations to provide our clients with high-quality, well-supported results:

Our integrated and cross-disciplinary team approach leverages decades of experience to employ approaches and methods appropriate for the particular circumstances of each engagement. Our analysis and work product conform to industry-leading valuation and consulting standards and are subject to rigorous internal quality-control reviews.

From the first intake call we had with [the BE team] it has been one of the best and most seamless transitions! Post onboarding, they have never missed a deadline and all of the data has been spot on! It has made our life so much easier to get our reports on time and more importantly with data we can trust. We cannot thank the entire Brown Edwards team enough for such a great experience and strongly recommend them to everyone.
Alex Weedon
President & CEO, Magnify
Inside Public Accounting Top 100 Firms

Services We Provide

Financial and Succession Planning

Financial and Succession Planning

  • Buy-Sell Agreements
  • Family Limited Partnerships
  • Gift and Estate Tax Planning
  • Charitable Contributions
  • Prospective Corporate Transactions or Investments

Tax and Regulatory Compliance and Reporting

Tax and Regulatory Compliance and Reporting

  • Gift and Estate Tax Compliance
  • Annual ESOP Valuations
  • Fair Value Measurement
  • Impairment Analysis
  • Portfolio Valuation
  • Valuation of Warrants and Options
  • Other Complex Securities

Transaction Advisory and Consulting

Transaction Advisory and Consulting

  • Closely-Held Business Valuations
  • Quality of Earnings Analysis
  • ESOP Transactions
  • Transaction Opinions
  • Purchase Price Allocation
  • Form of Organization Conversions

Litigation Consulting and Support

Litigation Consulting and Support

  • Marital Dissolution
  • IRS Tax Disputes
  • Forensic Accounting
  • Shareholder and Partner Disputes
  • Lost Profits and Economics Damages
  • Intellectual Property Disputes
ebook cover how to sell your business

10 Ways to Prepare to Sell Your Business

Many factors determine whether it is a good time to sell a business; some are “big picture” considerations, including the overall health of the economy, conditions in the capital markets, tax policies (and potential changes to them). Other factors have a narrower focus, such as whether other businesses in the industry have been sold recently, the company’s financial status and growth prospects, and current shareholders and their priorities. All are important, but even in “normal” times, they are rarely all perfectly aligned. So, even if today does not seem like the best time to sell, it is always the right time to prepare for a sale – you never know when an opportunity may come knocking at your door.

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Contact Our Business Valuation Team

Practice Leader

Lee A. Bell, Jr., CFA, ABV

Principal

Lee A. Bell, Jr., CFA, ABV

Principal

Practice Members

Harry Schwarz, CPA, ABV, CFF

Principal

Harry Schwarz, CPA, ABV, CFF

Principal

Joseph D. Thornton, CPA, ABV, CFF, PFS, CFP®, CVA

Director

Joseph D. Thornton, CPA, ABV, CFF, PFS, CFP®, CVA

Director

Ready to Plan for Your Future?

Contact us to learn how we can answer your most important and challenging questions.

Brown Edwards Certified Public Accountants

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Contact

Our Business Valuation Team

Meet the Team

Leslie F Roberts, CPA

Partner

Leslie F Roberts, CPA

Partner

Valerie R. Ellis, CPA, CGMA

Partner

Valerie R. Ellis, CPA, CGMA

Partner

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