Advisory and Consulting

Business Valuation Services

What is my business worth? What is the amount of my economic loss? How do I investigate a financial fraud?

Often the most important financial questions are the most difficult to answer. Let us help. We have the resources and experience to help you analyze your most complex financial challenges and opportunities.

Business valuation is a complex process requiring broad knowledge of accounting, finance, economics and business; expert application of recognized valuation methodologies; and diligent adherence to professional standards.

Valuations of businesses, business ownership interests, securities, or intangible assets may be performed for a variety of purposes including:

Litigation

Litigation

Relating to matters such as marital dissolution, bankruptcy, contractual disputes, owner disputes, dissenting shareholder and minority ownership oppression cases, and employment and intellectual property disputes.

Transactions

Transactions

Such as acquisitions, mergers, leveraged buyouts, employee stock ownership plans and other share based plans, partner and shareholder buy-ins or buyouts, and stock redemptions.

Compliance

Compliance

Engagements including financial reporting and tax matters such as corporate reorganizations; S-corporation conversions; income, estate, and gift tax compliance; purchase price allocations; and charitable contributions.

Planning

Planning

Engagements for income tax, estate tax, gift tax, mergers and acquisitions, and personal financial planning.

Typical Projects Include

ESOP Appraisal And Valuation

At Brown Edwards we understand that credible valuations are critical to ESOPs. Because of increasing scrutiny of ESOP appraisals, as well as the professional judgment required in the appraisal of ESOP-owned stock, your appraiser should have:
  • Independence from the trustee, company, and any shareholders or owners of the business
  • Experience in the valuation of ESOP-owned companies
  • Experience in the valuation of businesses in your company’s specific industry
  • Professional appraiser credentials, such as an Accredited Senior Appraiser (ASA), Accredited in Business Valuation (ABV), or Certified Valuation Analyst (CVA)
Our dedicated professionals have worked with numerous employee-owned companies on ESOP valuations and related engagements. We are active members in the Mid-Atlantic Chapter of the ESOP Association, the National Center for Employee Ownership, and we frequently participate in seminars and conferences on ESOP related topics. Our professionals have earned a multitude of valuation, forensic, and accounting credentials including: CPA, ABV, CVA, CFF, and CFE. We currently serve ESOP clients in West Virginia, Virginia, Kentucky, and Pennsylvania and are valuation team is ready to assist you with your valuation needs.
Download our free ebook with the top FAQs regarding Employee Stock Ownership Plans (ESOPs).

Contact Our Business Valuation Team

Timothy J. Gibbons, CPA, ABV, CVA, CFF

Principal, Practice Leader

Timothy J. Gibbons, CPA, ABV, CVA, CFF

Principal, Practice Leader

Brad Bailey, CPA, MT, ABV, ChFc

Partner

Brad Bailey, CPA, MT, ABV, ChFc

Partner

Harry Schwarz, CPA, ABV, CFF

Principal

Harry Schwarz, CPA, ABV, CFF

Principal

Ready to Discuss Your Business Needs?

Contact us to learn more about our services.