Valuation, Forensic Accounting, and Litigation Support
An Advisor Business Owners Can Trust
Brown Edwards delivers expert valuation, forensic accounting, and litigation support services to help you navigate complex financial challenges with confidence. Our valuation and forensic professionals combine technical expertise with practical business insight to deliver objective, reasonable, and defensible conclusions for even the most complex situations. From routine business planning to high-stakes litigation, we help you make informed decisions with confidence.
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:
- Chartered Financial Analyst (CFA®)
- Accredited in Business Valuation (ABV)
- Personal Financial Specialist (PFS)
- Certified in Financial Forensics (CFF)
- Certified Financial Planner (CFP®)
- Certified Valuation Analyst (CVA)
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.
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
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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Impact and Opportunities for Estate, Gift, and Tax Planning
In a recent presentation, Brown Edwards' valuation experts broke down the complex world of business valuation into understandable components that every business owner should understand when working towards their estate planning or succession goals.
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Can Partners’ Arm’s Length Agreements on Valuation Survive IRS Scrutiny?
Can Partners’ Arm’s Length Agreements on Valuation Survive IRS Scrutiny? In a recent Tax Court case, the IRS attempted — unsuccessfully — to supplant the fair market value agreed to by unrelated parties in a partnership transaction with its expert’s
read more
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Contact Our Business Valuation Team
Business Valuation Practice Leader
Billy R. Robinson, CPA, CCIFP, ABV
Billy is a Partner and Practice Leader for the firm's Business Valuation practice. He is based in the Kingsport office but also practiced in our Harrisonburg and Roanoke markets earlier in his career. He is often a speaker for industry organizations
Harry Schwarz, CPA, ABV, CFF
Principal
Harry Schwarz, CPA, ABV, CFF
Principal
James C. Wienke, CPA, ABV, CFF
Director
James C. Wienke, CPA, ABV, CFF
Director
Joseph D. Thornton, CPA, ABV, CFF, PFS, CFP®, CVA
Director
Joseph D. Thornton, CPA, ABV, CFF, PFS, CFP®, CVA
Director
Vincent A. Centofanti, ABV, MBA
Director
Vincent A. Centofanti, ABV, MBA
Director
Ready to Plan for Your Future?
Contact us to learn how we can answer your most important and challenging questions.
