Services
Business Valuation
Through our wholly owned affiliate, Business Valuation Consultants, LLC, we provide valuation analysis to many types of clients. Determining value through credible valuation analysis is important in numerous situations including the following:
- Tax-related valuations such as gift and estate taxes, purchase price allocations, and liquidations
- Litigation support including commercial damages and marital dissolution
- Capital transactions such as mergers and acquisitions, buy-sell agreements and exit strategies
- Other valuation applications include determining fair executive compensation and creating a business plan
Why Choose Business Valuation Consultants?
At every major turning point in life, one question keeps repeating itself:
How much are my assets worth?
Not so long ago, a satisfactory answer for most situations was assumed "close enough" by plugging numbers into standard arithmetic equations and making a few key assumptions. But not any more. Today, bankers, judges, and the Internal Revenue Service, among others, scrutinize with more sophistication than ever the validity of the assumptions used to determine value. Whether for business or personal affairs, the methodology behind the numbers counts as much as the valuation numbers themselves.
Convincing valuation judgments require competence, credibility, and confidence.
Competence, credibility and confidence are the most treasured assets Business Valuation Consultants can bring to the table. Without these important attributes, bridging the gap that naturally exists among the various entities effected by any given valuation outcome can be extremely difficult, if not impossible, to achieve. We continually strive to infuse these attributes into every business relationship.
Competence
Competence is the most fundamental promise we can make to a client. We strive, therefore, to continually stay abreast of the most current valuation cases around the country. We have learned the places to look, the resources to research and the questions to ask that enable us to make convincing, supportable valuation judgments.
Two of our professionals now hold both the Certified Valuation Analyst (CVA) designation and the Accredited Business Valuation (ABV) certification, each requiring rigorous testing and proven experience. The CVA and the ABV are available only to Certified Public Accountants (CPAs). Few fellow CPAs in Louisiana hold both the CVA and ABV designations.
Credibility
Our credibility is tied, as it should be, to our performance on behalf of engagements that involve myriad, and often difficult, circumstances. We believe that our success is directly attributable to our financial grounding and our esoteric study of each engagement. Our valuation software allows us to visually chart every significant derivative in our valuation process. In every case, whether it involves tax, buy-sell agreements, estate planning, litigation, mergers and acquisitions, marital dissolution or another valuation issue, our credibility is the force that drives our search for the answers.
Confidence
From mutual trust evolves mutual confidence, the ingredient we most cherish in our client relationships. No perspective is more valuable than the one that is grounded in honesty, because it alone allows a full grasp of both the hard facts and the influential intangibles surrounding an engagement. Confidence that has been fed with impressive doses of competence and credibility is the soil in which this kind of honesty flourishes.
Three important affiliations serve as valuable on-call resources.
- Heard, McElroy & Vestal
- National Association of Certified Valuation Analysts (NACVA)
- American Institute of Certified Public Accountants (AICPA)
Our separate, but closely-affiliated relationship with the regional accounting firm of Heard, McElroy & Vestal, LLP, provides us with a highly-valued on-call advisory source while ensuring fairness and total confidentiality.
Another important affiliation is with the National Association of Certified Valuation Analysts (NACVA), whose strict membership requirements assure us of invaluable information resources from some of the most respected professionals in the industry.
The American Institute of Certified Public Accountants (AICPA) is the national organization for CPAs and awards the Accredited Business Valuation credentials. As credentialed professionals, we rely on the AICPA for valuable input and direction in all phases of our work on behalf of clients.