Certified Business Valuation Services
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.