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Business Valuation

E-mail: ADMIN@BARRETTPC.COM

 

BARRETT, PC’s Business Valuation and Litigation Support Services is no ordinary business valuation firm—You are the most important person in the firm when you become a client. William C. Barrett is an experienced business valuator who, as a Certified Public Accountant has extensive experience in accounting, planning and taxation matters dealing with many different types of business. This proves to be an extremely valuable asset when it comes to business valuation and litigation support assignments.You will find Bill to be a very good listener. The most important part of communicating is listening.You will benefit from his years of experience, as well as his willingness to give you individual personalized attention.

As accountants and lawyers, judges and IRS auditors, bankers and brokers, estate planners and bankruptcy trustees, business owners and other fiduciary authorities know: The business of valuation is no longer a general service offering. Bill Barrett is a Certified Public Accountant (CPA) with more than 20 years of experience in public accounting, estates and trusts, and taxation matters for many different types of businesses.

Substantiating value is a rapidly maturing discipline requiring highly qualified knowledge of governmental, judicial, industry and authoritative rules, standards and procedures.

We can provide information that could help you improve the financial outcome of a number of key situations, particularly those where significant dollars are involved.

Our services include:

  • Estate gift and inheritance tax planning
  • Family Limited Partnership
  • Purchase or sale of a business interest
  • Divorce proceedings
  • Shareholder disputes
  • Stock recapitalization
  • Buy-sell agreements
  • Adequacy of life insurance
  • Corporate or Partnership dissolutions
  • Obtaining financing
  • Reorganizations
  • Liquidation
  • Going public, going private
  • Damages from breach of contract
  • Gifting programs (continuous)
  • Allocation of purchase price
  • Wrongful death
  • Economic loss analysis
  • Insurance claims
  • Disruption of business
  • Foreclosures
  • Incentive stock options
  • Employee Stock Ownership Plans
  • Charitable contributions
    Succession planning
  • Eminent domain
  • Franchise valuation
  • Mediation and arbitration

Business Valuations

When you need a business appraisal, you usually need the services of a knowledgeable appraiser - one with knowledge of the IRS rulings; who is ethical and experienced; knows both the theory and practice of business appraisal; and is experienced testifying.

We value businesses for a flat fee depending upon the complexity. The valuation consists of three copies of a bound report. Deposition and trial testimony are extra. We will value the business within three weeks of receiving all necessary documentation and information. To make your documentation/information collection simpler, we will provide you with a checklist. We are available to testify to our findings, if you desire.

Economic Valuations

We value economic losses for an hourly fee. This valuation consists of written report with calculations and supporting exhibits. Depositions and trial testimony are extra. We will value economic losses within one week of receiving all necessary documentation and information. To make your documentation/information collection simpler, we will provide you a checklist. We are available to testify to our findings, if you desire.

 

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