Determining the value of a privately-held company requires a combination of knowledge and experience in the financial marketplace. Our valuation professionals are well trained in business valuation theory and possess a wide base of valuation experience. They have earned AICPA-ABV (Accredited in Business Valuation) and NACVA-CVA (Certified Valuation Analyst) designations by completing required courses and written examinations. McNair, McLemore, Middlebrooks & Co., LLC is a proud partner in the Financial Consulting Group, a national alliance of independent firms leading the valuation and litigation services industry. This partnership allows us to pool our technical expertise at a national level to provide you with the highest in quality service.
Valuations can be helpful in a variety of situations including:
- Buying or selling your business – Whether you are considering selling your business or buying a business, it is essential to have a reasonable approximation of worth. Our analysts use several methods to determine how potential buyers and sellers view the business in question.
- Strategic planning – A periodic business valuation serves as a measurement tool in identifying strengths and weaknesses that affect value. Through this valuable insight, it becomes possible to effect positive change in overall success and management effectiveness.
- Gifting of assets – Transferring potentially appreciating assets to reduce your estate can be a valuable estate planning tax strategy. An independent valuation prepared in accordance with specific IRS regulations can help your gifts withstand IRS inspection.
- Seeking business financing – An objective valuation provides evidence of the value of your business and assets that can help you obtain financing from investors and lenders.
Other situations that may benefit from a valuation include family limited partnerships, buy-sell agreements, shareholder disputes, employee stock option plans, divorce, due diligence analysis, mergers and acquisitions.
McNair, McLemore, Middlebrooks & Co., LLC offers a full range of specialized financial, investigative and business services to attorneys and their clients for complicated financial and contractual situations. We can assist in all phases of litigation support including investigation, case preparation and strategy, expert testimony, fraud detection and estimating damages. Attorneys and their clients benefit by taking advantage of our years of knowledge and experience. Juries, judges and attorneys respect our expertise as we explain complicated business transactions in understandable terms.
In addition to the links listed below, you can also find business valuation publications and valuation court case summaries. If you have any questions or need any additional information, please contact our valuation partner, Ray Pippin.