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
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- 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
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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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