Many times, a person’s largest asset is an investment in his or her business, but few realize the true value of the business.

Decisions made based upon the value of a business have far-reaching effects, from buying or selling the company to obtaining a loan, to creating a succession plan to filing an insurance claim. Warren Averett provides valuation services for business owners, attorneys, trust departments, banks and financial institutions, professional practices and individuals in a wide variety of situations.

• Transfers/sales of business, mergers and acquisitions
• Estate and gift tax planning
• Succession planning, buy/sell agreements, and shareholder matters
• Marital dissolution
• Employee Stock Options Plans (ESOPs)
• Corporate tax planning, including S-Corp conversions
• Financial reporting, including purchase price allocations and goodwill impairment
• Stock option, preferred stock, restricted stock and compensation valuations
• Business and operations planning
• Litigation support and forensic accounting