Services: We provide business valuation and business planning services.
Accreditation: We are accredited with the National Association of Certified Valuators and Analysts (NACVA). Our credentials and reporting standards meet government and bank criteria essential to perform this work nationally.
Florida and Tampa Bay: Our focus is on businessse in Florida and in the Tampa-St. Petersburg-Clearwater area. We think that is important that we hold face-to-face meetings with you.
Experience: We are highly experienced with valuations for IRS filings (gift and estate tax), SBA-guaranteed loans, purchase or sale of a business, buy-sell agreements, partnership disputes, divorce, C to S corporation conversion, public company going private, intellectual property valuation and benchmarking business performance against competitors.
Independence: We are independent. The SEC prohibits accounting firms from performing both accounting and valuation services for a public company because of conflict of interest. This same principal can apply to privately owned companies. Even if the company’s CPA discloses conflict of interest, conflict still exists. We are not subject to these conflicts of interest.
Quality: In addition to meeting professional reporting standards, we observe and practice Lean Sigma Six and ISO 9000 quality management for professional service firms.