Business Valuation: South Carolina

Zephyr Financial Corp.

Sherry C. Smith, ASA, CBA, MAFF, MBA

Myrtle Beach, South Carolina 29577
Phone: 843-222-5954


E-mail Zephyr Financial Corp.
Website: http://www.zephyrfinancial.net

At Zephyr Financial Corp., we base our valuations on thorough research, robust analysis, and a deep background in the real world of business investment and ownership. The firm, based in Myrtle Beach, South Carolina, provides business appraisals of closely-held interests, professional practices, holding companies, and intangible assets. We have performed over two hundred business valuation engagements in a wide variety of industries.

Our principal served in a senior management position with a large, diversified holding company, where she was in charge of investments. She continues to consult for that company and its owners on investment management matters. She has also served on the boards of several privately held for-profit companies.

This depth of experience allows Zephyr Financial Corp. to approach business appraisal assignments from the perspective of both a business owner and a professional consultant.

Business Valuation and Forensic Accounting Practice Services

  • Tax-related appraisals for estate planning, gifting, and estate settlement;
  • Litigation-related appraisals (as either an expert witness or a consultant), including divorce and economic damages;
  • Transaction-related appraisals, including value calculations for sale negotiations, buy/sell agreements, and recapitalizations;
  • Consulting to business owners on financial planning, loan packages, capital structure, and value enhancement.

Professional Certifications

Accredited Senior Appraiser (ASA); The American Society of Appraisers
Certified Business Appraiser (CBA); The Institute of Business Appraisers
Master Analyst in Financial Forensics (MAFF); The National Association of Certified Valuators and Analysts

Professional Activities

Board of Governors, The Institute of Business Appraisers
Treasurer, Southeast Chapter of Business Appraisers
Co-Chair for National Association of Certified Valuation Analysts/Institute of Business Appraisers 2011 Annual Consultants Conference, Valuation Symposium

Frequent author and lecturer on business valuation topics

Education

B. A., magna cum laude and Phi Beta Kappa, Furman University, Greenville, South Carolina

M.B.A., Fuqua School of Business, Duke University