Valuation Services Group
Successful financial and tax planning often calls for the transfer of business interests. An objective, well-prepared valuation generally becomes the cornerstone of these planning initiatives. Our Business Valuation team leader, Michael Simpson, is at your service to help you with well-prepared valuations, which will become the cornerstone of your future planning.
CAPABILITIES
- Business Valuations
- Purchase price allocations
- Gift and estate tax valuations
- Capital structure valuations
- Pricing models
- Business Case analyses/models
EXAMPLES
- Partnerships and LLC's
- Family limited partnerships
- Stock options and derivatives
- Patents & copyrights
- Trademarks and trade names
- Non-compete agreements
- In-process R&D
- Closely held corporations
- Qualitative/Quantitative analysis
OUR ENGAGEMENTS
- ALEX & ANI, INC.
- Algeco/Scotsman Holding
- Beefeaters Holding Company
- C&H Industrial Services
- Crozer Keystone Health Sys.
- eClinical Works, LLC
- Exceptional Foods Inc.
- Greenwich Aerogroup, Inc.
- Hamilton Lane Advisors, LLC
- Healthix, Inc.
- Liberty Tree & Landscape
- McCormick & Co., Inc.
- Mississippi Power Company
- Neustar, Inc.
- Oerlikon Solar USA, Inc.
- Sika Corporation
- The AES Corporation
- Wealthcare Capital Mgmt.
YOUR VALUATIONS TEAM LEADER

MICHAEL W SIMPSON, CPA, CVA
Michael's extensive experience in consulting with entrepreneurs on income tax planning, financial, retirement and succession planning, gives him a unique perspective in dealing with the complexities and advising on business valuation matters. His knowledge ranges from start-ups to mid-sized privately owned businesses in various industries including construction, wholesale, commercial real estate, healthcare and professional services.