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Certified Business Valuation Services

Man at desk using calculator and pointing at a document.

Our professionals have a deep understanding in the application of business valuation theory.  However, it is our firm’s first-hand market experience in mergers and acquisitions (working directly with business buyers and sellers)that sets our valuation work apart. These combined experiences provide credible and defensible appraisal reports.

  • Estate and Gift Tax
  • Buying, Selling and Strategic Planning
  • Divorce Cases – Mediated and Contentious
  • Charitable Donations of Private Company Stock
  • Bank Financing for SBA Loans
  • Buy-Sell Agreements
  • Family Limited Partnerships (FLPs)
  • Shareholder Disputes
  • Intangible Assets
  • Employee Stock Ownership Plans (ESOPs)
  • Fairness Opinions Regarding Transactions
  • Allocation of Purchase Price (Goodwill Impairment Tests)

Thefeld’s Valuations Director, Yuri Williams, is a licensed Certified Public Accountant and a Certified Valuation Analyst. She is a member of The ESOP Association, The National Center for Employee Ownership, National Association of Certified Valuation Analysts and American Institute of Certified Public Accountants.