Our trained, experienced team members have valued scores of businesses and estates, and offer the analytical skills and experience to recognize what drives value. Our thorough analysis produces valuations that are reasonable, supportable, and defensible.
SwaimBrown’s team has earned professional designations from the American Institute of Certified Public Accountants (Accredited in Business Valuation), the Institute of Business Appraisers (Certified Business Appraiser), and the National Association of Certified Valuation Analysts (Certified Valuation Analyst).
You might benefit from our services if you are involved with:
Estate and Gift Tax Planning
Maintaining lifestyle and minimizing taxes is an objective of estate and gift tax planning. We partner with our tax department to provide strategic insight in these areas.
Expert Testimony & Consulting
We have defended conclusions and opinions in Federal, State and Tax courts, always offering reports supported by research and empirical evidence. Our firm also advises attorneys on complex financial issues and assists in trial preparation, including assessing conclusions reached by opposing experts.
Mergers and Acquisitions
In a merger or acquisition, parties may require a valuation to negotiate a selling price, establish a fair exchange or secure financing. Our team can serve as valuation consultants to parties in the transaction.
Other Valuation opportunities include:
Charitable Contribution Valuation
Employee Stock Ownership
Patents, Trademarks, Copyrights
Purchase Price Allocation
S Corp Conversion
Sale of a Business or Partner
Shareholder Dispute and Oppression
Stock option valuations
Valuing intangible assets
Click here to contact our Business Valuation team.