BUSINESS VALUATION SERVICES

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

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.