Business Valuation & Consulting
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My practice focuses on a specific niche to provide the highest quality valuation services and consulting advice. As a qualified appraiser and one of three individuals in Missouri holding the combination of the CFA charter, CPA license, and Accredited in Business Valuation (ABV) designations, my practice includes:
• Gift tax valuations of closely-held companies and investment partnerships (including Family Limited Partnerships) • Estate tax (date of death) valuations of closely-held companies and investment partnerships (including Family Limited Partnerships) • Buy/Sell agreement valuations and consulting • Independent valuation projects for investment opportunities of private equity and other privately/closely held investments • Advising trustees, trusted advisers and fiduciaries about company value and performance benchmarks I have a broad range of valuation and planning experience, mostly with mature companies operating in defense, manufacturing and wholesale industries. I have also valued several private investment partnerships (family limited partnerships 'FLPs') and other asset holding companies. Contact me if you are interested in working together in these project areas. |
FYI...
Zach is the host of Eye on Valuation, which you can check out HERE.
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