American Business Appraisers Network: Business Valuation and Consulting Services

Business Appraisals & Consulting, Inc.

Main Contact

Deirdre Y. Russell, CFA, CBA, JD

Contact Information

P.O Box 241672
Montgomery, AL 36124
Phone (334) 271-6044
Email: wyr@mindspring.com

Business Appraisals & Consulting, Inc. is an independent firm that specializes in business appraisals and valuation related consulting. The firm provides valuations of businesses and business interests for estate planning and settlement, gifting shares of closely held companies, business purchase and sales, mergers and acquisitions, dissenting shareholder actions, charitable donations, litigation support, divorce, and other purposes. The business appraisals are independent, unbiased determinations of value that are based on objective, well documented information and analysis.

Education and Professional Designations:

  • BSBA, Auburn University of Montgomery, Finance Major, Highest Honors, June 1983
  • MBA, Auburn University of Montgomery, June 1985
  • Chartered Financial Analyst (CFA), the Association for Investment Management and Research, 1988
  • Juris Doctor (JD) Jones School of Law, Montgomery, Alabama, 1994. Admitted to the Alabama State Bar, 1995
  • Certified Business Appraiser (CBA) conferred by The Institute of Business Appraisers, 2002
  • Accredited in Business Appraiser Review (ABAR) conferred by The Institute of Business Appraisers, 2010

Blue Abaco Consulting, Inc.

Blue Abaco Consulting, Inc.Main Contact

Lisa Swanson CPA/ABV, CVA

Contact Information

Tampa, Florida
Phone (813) 336-3660
Email: lswanson@blue-abaco.com
Website: http:// www.blue-abaco.com

Lisa Swanson - Blue Abaco ConsultingBlue Abaco Consulting, Inc. is an independent business valuation firm located in Tampa Bay, Florida. We have 20 years of accounting experience, but our focus for over 12 years has been providing valuation and consulting services to small to mid-sized private and public companies nationwide. Our clients are from various industries including biotechnology, service-related, software, telecommunications, manufacturing and healthcare and they range from pre-revenue development-stage firms to large firms with over $300 million in sales. Our owner’s unique background of being a past auditor in a CPA firm, combined with her deep valuation experience, allows her to help clients with both accounting and valuation related issues related to complex financial instruments and transactions.

Business Valuation Practice Services

Financial Reporting:

  • Purchase price allocations (ASC 805)
  • Intangible asset and impairment testing (ASC 350)
  • Debt and equity instruments, including convertible debt and warrants (ASC 815)
  • Stock-based compensation (ASC 718)

Corporate Transactions and Tax Related Services:

  • Mergers and acquisitions
  • Succession planning
  • Partner and shareholder buy-outs
  • Buy-sell agreements funded by life insurance
  • Issuance of stock options
  • Estate and gift tax planning
  • 409a compliance for valuation of private company stock options

Professional Certifications

  • Certified Public Accountant (CPA), State of Florida
  • Accredited in Business Valuation (ABV), American Institute of Certified Public Accountants
  • Certified Valuation Analyst (CVA), National Association of Valuators and Analysts

Education

  • B.S. in Accounting, secondary focus in Economics, University of South Florida, Tampa, Florida

Davis Business Appraisers

Davis Business AppraisersMain Contact

Roland Davis BCA, M&AMI, CMEA

Contact Information

1202 Brassie Court
Chesapeake, Virginia 23320
Phone: 757-410-3851
Fax: 757-512-5937
Email: dbavalue@gmail.com
Website: http://www.dbavalue.com

Roland Davis BCA, M&AMI, CMEADavis Business Appraisers, a Virginia business appraisal firm performs business valuations and machinery & equipment appraisals. We provide independent business appraisal services throughout the state of Virginia and nationwide. We help define the tangible and intangible asset values for family-owned and closely-held businesses, professional practices, limited liability companies, corporations and partnerships. Our unique combination of business valuation and machinery & equipment appraisal expertise allows us to offer innovative solutions to difficult valuation issues.

Davis Business Appraisers is a full service Mergers and Acquisition Intermediary firm specializing in the transfer of midsize corporations in Virginia. The company provides services to buyers and sellers for business acquisitions.

Business Valuation & Acquisition Consulting Services

  • Business Valuation
  • Mergers & Acquisitions Representation
  • Estate, Gift & Income Tax Valuation
  • Machinery & Equipment Appraisals
  • Fractional Interest Valuation
  • Buy / Sell Agreements
  • Exit / Succession Planning
  • SBA 7A and Conventional Financing
  • Valuation Enhancement Strategies
  • Buy-ins & Buy-outs
  • Reorganization / Turnarounds
  • Transaction Due Diligence
  • ESOP Appraisal

Professional Certifications

  • Business Certified Appraiser (BCA); International Society of Business Appraisers
  • Certified Machinery & Equipment Appraiser (CMEA); NEBB Institute
  • Mergers & Acquisition Master Intermediary (M&AMI); International Business Brokers Association

Work History / Special Recognitions

Roland has earned numerous distinctions. The highest is Mergers and Acquisition Master Intermediary, M&AMI, awarded by the International Business Brokers Association. He is a former Division President with Landmark Communications, CEO of Executive Productivity Systems, Inc. and Vistage Chair.

Other Associations / Awards Received

  • Chesapeake City Council 2014
  • 2013 First Citizen of Chesapeake
  • Chairman, City of Chesapeake’s 50th Anniversary
  • President, Chesapeake Rotary Club & Paul Harris Fellow
  • Past Board Member, Economic Development Authority, City of Chesapeake
  • Treasurer & Board Member, Chesapeake Regional Medical Center
  • Foundation Chairman, Bishop Sullivan Catholic High Foundation
  • Board Member, Chesapeake Division Hampton Roads Chamber of Commerce
  • Board Member, Chesapeake Boys & Girls Club
  • Chairman & Co-Founder, Chesapeake Virginia Wine Festival
  • 2011 Chesapeake Rotarian of the Year
  • 2012 Chesapeake Volunteer of the Year – Hampton Roads Chamber
  • Eagle Scout

 

National Business Valuation Services, Inc.

National Business Valuation Services, Inc.Main Contact

Brian A. Wendler, Principal, CPA, ABV, ASA- BV/IA/HC, CM&AA, ABAR, CMEA, MCBC, BCB, CFP, BCA

Contact Information

17480 Dallas Parkway, Ste 220
Dallas, Texas 75287
Phone: 972-235-6287
Fax: 972-677-7533
Email: bwendler@nationalbvs.com
Website: http://www.nationalbvs.com

Brian A. Wendler, Principal, CPA, ABV, ASA- BV/IA, CM&AA, ABAR, CMEA, MCBC, BCB, CFP

National Business Valuation Services, Inc. is a full service, national business appraisal and transaction advisory firm located in Dallas, Texas. We provide custom business appraisal, exit planning, and transaction advisory services nationwide. This includes individual buyers and sellers, professional merger & acquisition intermediaries, lending institutions, and professionals providing advice to business and practice owners in law, accounting, insurance, financial planning, gift and estate tax planning, transition strategies, and other financial services. Its principal has been involved in over 13,000 business valuations, trained over 1,000 merger & acquisition advisors and professionals, and assisted in over 15,000 business transfer transactions. Our experience extends across a wide variety of industries, and company sizes, including manufacturing, distribution, retail, healthcare, finance, engineering, hi-tech, and low-tech firms. We also hold the CMEA accreditation and offer Certified Machinery and Equipment Appraisals as an additional service to our clients. All of our valuation professionals have advanced degrees, such as CPAs and MBAs and we belong to some of the most prestigious business valuation and transaction associations in the Country; such as, the Association for Corporate Growth, Alliance for Corporate Wealth, Alliance of M&A Advisors, American Society of Appraisers, NEBB Institute, and the Accredited Business Valuators of the AICPA.

Business Valuation Practice Services

  • Buyers and sellers of businesses, medical, and professional practices;
  • Taxes – gift and estate, FLPs, or a change in corporate structure (from C to S);
  • Buy/sell agreements funded by the purchase of life insurance;
  • Divorce or economic damages litigation;
  • SBA lending to acquire a business, or to recapitalize your own business;
  • Purchase price allocation with respect to personal goodwill and intellectual property; and,
  • Valuation of stock options and restricted stock in compliance with 409A.

Zephyr Financial Corp.

Zephyr Financial CorpMain Contact

Sherry C. Smith, ASA, MBA

Contact Information

Myrtle Beach, South Carolina 29577
Phone: 843-222-5954
E-mail: sherry.smith@zephyrfinancial.net
Website: http://www.zephyrfinancial.net

Sherry Smith from Zephyr FinancialAt 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, operating companies, and holding companies. We have performed hundreds of 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, shareholder disputes, 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) – as certified by the National Association of Certified Valuation Analysts (NACVA) – Retired 2017

Professional Activities

  • Former Chair, Board of Governors, The Institute of Business Appraisers
  • Former Editor, Business Appraisal Practice
  • 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

Haas Business Valuation Services Inc.

Haas Business Valuation Services Inc.Main Contact

R. Victor Haas, Jr., ASA, CPA, President

Contact Information

20 Green Hill Lane, 2nd Floor
Wynnewood, PA 19096-3422
Phone: 610-642-5643
Fax: 610-642-5682
Email: vichaas@haasvalue.com
Website: http://www.haasvalue.com

Haas Business Valuation Services Inc. is well-known and respected in the Philadelphia, Pennsylvania – New Jersey – Delaware tri-state area for the quality assistance it provides to business owners, attorneys, and other professionals in the areas of business valuation, forensic accounting, and litigation support. Mr. Haas has qualified as an expert witness and has provided testimony at both the federal level and in courts of the Commonwealth of Pennsylvania as well as New Jersey, Delaware, Maryland, and Virginia. He has been court appointed as a business valuation expert in Pennsylvania.

R. Victor Haas, Jr., ASA, CPA, President

Too often, business valuations are done mechanically, essentially by formula, with no insight by the appraiser. Haas Business Valuation Services doesn’t work this way. Instead, we focus on finding the missing numbers, the hidden transaction, the absent piece of that complex puzzle upon which many business valuations center — and we do this in a manner that is supportable in a court of law or before the Internal Revenue Service. In other words, we get it right. These twin aims — getting behind the numbers and producing legally credible work — set us apart from our competitors.

Business Valuation Practice Services

  • Corporate litigation support: Determining fair value of business interests in dissenter shareholder cases; calculating market value of corporations, subsidiaries, and divisions in bankruptcy cases; and quantifying lost profits and damages
  • Personal litigation assistance: Determining fair market value of closely-held business for purposes of equitable distribution; performing investigative accounting services; providing testimony as to available income for support purposes; and tracing and establishing marital assets
  • Assistance in estate planning: Determining fair market value of gift of closely-held stock; calculating fair market value of decedent’s interest in closely-held business; providing valuations for prenuptial agreements; and computing appropriate values for buy/sell or corporate redemption agreements
  • Assistance in business planning: Developing exit planning strategies for business owners; creating pre-sale action plans to enhance value of business; utilizing a proprietary network of contacts to market businesses for sale; and calculating business value for built-in gains tax exposure.

Professional Certifications

  • Accredited Senior Appraiser (ASA); American Society of Appraisers
  • Certified Public Accountant licensed in Pennsylvania

Professional Activities

  • Member of American Institute of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants
  • Member of the American Society of Appraisers

Education

  • B.A., Trinity College, Hartford, Connecticut
  • M.A., University of Chicago
  • M.B.A. Finance and Accounting, Wharton School, University of Pennsylvania

CapVal-American Business Appraisers, LLC

Main Contact

Kathleen S. Monks, CPA/ABV, CVA, ABAR

Contact Information

6 Thackeray Place
Durham, North Carolina 27707
Phone: 919-402-9196 / 919-451-7977
Email: KMonks@CapVal-LLC.com
Website: http://www.CapVal-LLC.com

 

Each CapVal member has a broad base of business experience outside the business valuation and accounting arena. Our members have served in senior finance positions with companies in the consumer products, transportation, and banking industries; each has over 25 years of professional experience. Our diverse experience enables us to approach business valuation related assignments from the perspective of both a business owner/manager and a professional consultant. CapVal-American Business Appraisers, LLC is located in Raleigh-Durham, North Carolina and Wilmington, North Carolina and has another office in the Atlanta, Georgia area.

Business Valuation Practice Services

  • Business valuation for tax and accounting compliance
  • Merger and acquisition assistance and advice
  • Litigation support focusing on shareholder disputes and collaborative equitable distribution in divorce
  • Assistance to attorneys as a non-testifying expert in valuation and accounting matters
  • Bankruptcy and troubled debt advisory services
  • Mediation and arbitration of business disputes involving valuation or accounting

Kathleen S. Monks, CPA/ABV, CVA, ABAR

Kathleen S. Monks, CPA/ABV, CVA, ABARProfessional Certifications

  • Certified Public Accountant in North Carolina (License #32117)
  • Accredited in Business Valuation; American Institute of Certified Public Accountants
  • Certified Valuation Analyst; National Association of Certified Valuators and Analysis

Education

  • B.B.A 1981, Saint Mary’s College, Notre Dame, Indiana
  • M.B.A. 1983, Emory University

Shenehon Company

Shenehon CompanyMain Contact

Robert J. Strachota, MCBA, MAI, CRE, BVAL, FIBA

Contact Information

88 South 10th Street, Suite 400
Minneapolis, Minnesota 55403
Phone: 612-333-6533
Fax: 612-344-1635
Email: value@shenehon.com
Website: http://www.shenehon.com

Shenehon Company, located in Minneapolis, Minnesota, is a real estate and business valuation firm serving both the public and the private sectors throughout the United States. Our unique combination of real estate and business valuation experience allows us to provide a wide range of services as well as innovative solutions to difficult valuation issues. Our firm has completed over 2,500 appraisals in real estate and business valuation over the last five years.

Shenehon Company has 30+ years of experience in determining the market value of business operations and holding companies, and valuing tangible and intangible assets. Additionally, we can appraise any real estate owned by the business to arrive at the final supportable market value of all the assets.

Shenehon’s business valuation appraisers are seasoned practitioners who provide analyses and market values for both operating and holding companies, including controlling and partial interest valuations. Assignments include valuations for entities in all industries for purposes such as: estate and gift tax matters, allocations of purchase price, ESOP planning, franchise rights, business damages, bankruptcy, shareholder disputes, patent rights, buy/sell agreements and obtaining SBA or bank financing.

Our appraisers complete assignments from standard valuations of a single-location enterprise to complicated projects such as appraising vast holding companies, mineral rights/mining operations, manufacturing companies, and national and regional service/retail businesses. We have expertise in assigning value to intangible business assets including goodwill, employee expertise, patents, customer lists and brand recognition.

The International Society of Business Appraisers (ISBA) has recognized Shenehon Company for its excellence and adherence to professional performance standards. Shenehon was awarded ISBA’s Gold Seal of Trust in Business Valuation.

Robert J. Strachota, MCBA, MAI, CRE, BVAL, FIBA
Robert J. Strachota, MCBA, MAI, CRE, BVAL, FIBA President

Bob is a nationally recognized leader in the real estate and business valuation industries. He is highly respected by those seeking professional opinions of value, such as individual property owners, investors, government agencies, corporations, lenders, and courts. Bob holds both the MAI and MCBA designations, the highest professional designation in each industry. During his 30 years of appraisal experience, Bob has completed thousands of appraisals for a wide variety of complex commercial real estate and business properties. Bob is an acclaimed expert witness in federal, state, and district courts, as well as commission hearings and mediations. Litigators rely on his depth of experience, understanding of valuation issues, and knowledge of real estate and financial markets. Bob is frequently invited to speak at valuation seminars and is published in local and national trade journals.

Professional Designations and Affiliations: Robert J. Strachota

  • Member Appraisal Institute (MAI)
  • Master Certified Business Appraiser (MCBA)
  • Counselor of Real Estate (CRE®)
  • Fellow of the Institute of Business Appraisers (FIBA)
  • University of Minnesota Foundation Real Estate Advisors
  • University of St. Thomas Real Estate Advisory Board

Valuation & Forensic Partners, LLC | The Business Development Company

Valuation & Forensic Partners, LLCMain Contact

Brandi L. Ruffalo, MBA, CVA, CBA, CDFA, AIFA

Contact Information

1375 E. Woodfield Rd., Suite 240
Schaumburg, Illinois 60173
Phone: 847-805-1910
E-mail: bruffalo@valuation-forensic.com
Websites: http://www.valuation-forensic.com

Brandi L. Ruffalo, MBA, CVA, CBA, CDFA, AIFAValuation and Forensic Partners, LLC, an affiliate of The Business Development Company, is located in Schaumburg and Chicago, Illinois. We provide business valuation, litigation support, and forensic and fraud analysis and join a team of nationally recognized valuation and forensic professionals. Our team has the experience and credentials to fulfill most valuation or forensic needs. Many situations warrant an appraisal or forensic review of your company or its assets, and understanding these situations and choosing the right professional can save you and your clients time and money. We combine “big firm” skills and experience with a personalized touch that gives you flexibility and answers that you need for your clients. Our assignments range from a simplistic analysis of another professional’s work to the completion of complex valuation and forensic engagements — we excel at engagements with difficult or usual circumstances.

Business Appraisal and Litigation Support Practice Services

  • M&A / Transactions
  • Estate & Gift Tax
  • Marital Dissolution / Divorce
  • Financial Forensics
  • Asset Tracing
  • Shareholder & Contract Disputes
  • Commercial Litigation
  • Damages & Lost Profits
  • Fairness Opinions
  • FLP / Holding Companies

Professional Certifications

  • Certified Divorce Financial Analyst, November 2016
  • Certified Business Appraiser (CBA); Institute of Business Appraisers, October 2011
  • Certified Valuation Analyst (CVA); National Association of Certified Valuators & Analysts, July 2001
  • Accredited Investment Fiduciary Analyst Designee (AIFA), FI 360, November 2011
  • Series 7, 63, 65 Licenses; FINRA, July 2001; Licenses held through Independent Financial Group, LLC

Professional Activities

  • Member of the National Association of Certified Valuators & Analysts (NACVA)
  • Member of the Institute of Business Appraisers
  • Member of the Institute of Divorce Financial Analysts (IDFA)
  • Awarded Instructor of Exceptional Distinction; National Association of Certified Valuers & Analysts, 2006 – 2010

Education

  • University of Chicago, Graduate School of Business – Chicago, IL
    Master of Business Administration with Honors; Concentrations in Finance and Entrepreneurship
  • Texas A&M University – College Station, TX
    Bachelor of Business Administration in Business Analysis/MIS

Brady Ware Arpeggio, LLC

Brady Ware Arpeggio, LLCMain Contact

Mark A. Dayman, CPA/ABV/CFF, CVA

Contact Information

11175 Cicero Drive, Suite 300
Alpharetta, GA 30022
Phone: 678-350-9502
Cell: 678-662-6478
Email: mdayman@bradyware.com
Website: https://bradyware.com

Each Brady Ware Arpeggio member has a broad base of business experience outside the business valuation and accounting arena. Our members have served in senior finance positions with companies in the consumer products, hospitality, transportation, professional services and banking industries; each of the principals has over 30 years of professional experience. Our diverse experience enables us to approach business valuation related assignments from the perspective of both a business owner/manager and a professional consultant. Mark has additional skills in franchise business models, as well as hotel and resort development, and market and economic feasibility studies. Mark Dayman from Brady Ware Arpeggio, LLCBrady Ware Arpeggio, LLC is located in the Atlanta, Georgia area.

Business Valuation Practice Services

  • Business valuation for tax and accounting compliance
  • Merger and acquisition assistance and advice
  • Litigation support focusing on shareholder disputes, business damages, and marital dissolution
  • Assistance to attorneys as a non-testifying expert in valuation and accounting matters
  • Bankruptcy and troubled debt advisory services
  • Hotels & resorts, food service and recreation, including market and economic feasibility and appraisal
  • Eminent domain
  • Franchising

Professional Certifications

  • Accredited in Business Valuation (ABV); American Institute of Certified Public Accountants
  • Certified Valuation Analyst (CVA); National Association of Certified Valuation Analysts
  • Certified Public Accountant licensed in Georgia and Vermont

Professional Activities

  • Member of The Institute of Business Appraisers
  • Managing Director of The McLean Group Investment Bankers

Education

  • BA, 1973, University of Vermont

Appraisal Resource Highlights

Fractional Interests in Appraising

According to business and real estate appraiser Dennis Webb of California-based Primus PVX, fractional interests in real estate have proliferated greatly, and are not going away. At the 2021 Appraisal Institute’s Annual Conference in Orlando, Florida, Webb’s presentation focused on looking forward to the 2.0 version of fractional interests involving data, methods and facts. Continue >>>

Current News

Newly Elected Managing Directors for 2022-2023

We’d like to welcome our newly elected 2022-2023 Managing Directors. Strong leadership is what makes our Network possible! Deirdre Russell – Business Appraisals & Consulting, Inc. Montgomery, AL Lisa Swanson – Blue Abaco Consulting, Inc. Tampa Bay, FL Tracey Eaves – American Business Appraisers, LLC Farmington, NM Thank you to outgoing Directors for their leadership!… Continue >>>

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