Consulting

Business Valuations

At Warren Averett we apply our knowledge and professional experience to determine the most appropriate method of valuing a business or professional practice. Each valuation engagement is unique and requires a customized approach.We use the foundation of basic valuation principles, as well as the latest developments in financial theory, to accurately determine fair market value.This expertise allows us to select valuation methods that best reflect the special characteristics of each client. Combining Warren Averett's valuation services with our tax, accounting and financial expertise creates a unique environment in which we best meet our clients' valuation needs.

Who we serve

Warren Averett provides valuation services to clients such as business owners, attorneys, trust departments, banks and financial institutions.

Business valuations conducted for:

• Estate and gift tax purposes
• Buy/sell agreements
• Marital dissolution
• Employee stock ownership plans
• Merger and acquisition

Valuations used as management tools

• Business and operations planning
• Cash flow / debt management
• Budgets and projections
• Capital expenditure decisions
• Industry comparisons
• Risk identification

Other valuation services

• Stockholder agreements
• Shareholder disputes
• Employee stock options
• Incentive stock options
• Liquidation or reorganization

Due diligence services

• Adequacy of life insurance
• Bankruptcy and foreclosure
• Feasibility studies
• Forensic accounting
• Franchise valuation or evaluation
• Gifting programs