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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

Transactions
Transactions

Compliance
Compliance

Planning
Planning
Typical Projects Include
- Estate and Gift Tax
- Professional Practices
- Charitable Contributions
- Family Limited Partnerships
- Medical Practices
- Shareholder Disputes
- Business Transfers
- Buy/Sell Agreements
- Strategic Planning
ESOP Appraisal And Valuation
- 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)
Download our free ebook with the top FAQs regarding Employee Stock Ownership Plans (ESOPs).
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National Defense Authorization Act for Fiscal Year 2022
With President Biden’s signing of the National Defense Authorization Act for Fiscal Year 2022 (Public Law No. 117-81) (the NDAA) on December 27, 2021, employee stock ownership plans (ESOPs) have become more attractive for the Department of Defense (DoD) government
read more -
Biden Administration Tax Reform Could Impact ESOP Transactions
Biden Administration Tax Reform Could Impact ESOP Transactions The tax policy changes proposed by the Biden administration would roll back many of the tax benefits provided by the Tax Cuts and Jobs Act (TCJA) enacted at the end of 2017.
read more
Contact Our Business Valuation Team

Lee A. Bell, Jr., CFA, ABV
Director, Practice Leader
Lee A. Bell, Jr., CFA, ABV
Director, Practice Leader

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

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

Joseph D. Thornton, CPA, ABV, CFF, PFS, CFP®, CVA
Director
Joseph D. Thornton, CPA, ABV, CFF, PFS, CFP®, CVA
Director
Ready to Discuss Your Business Needs?
Contact us to learn more about our services.