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

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 >>>

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 >>>

Copyright©2018-2024. All Rights Reserved. The content of this business appraisers network focusing on the national business appraisal industry is exclusively owned by the AmBus Appraisers, LLC dba the American Business Appraisers National Network (ABA). We specialize in business appraisal and valuation, machinery and equipment appraisal, business analysis, estate and tax activities, mergers and acquisitions, marital dissolution, legal agreements, shareholder disputes, and many other services related to the appraisal industry. Information is provided as a courtesy. Nothing presented on this website should be construed, interpreted, or perceived as legal, tax, financial or other professional advice. Consult your own appropriate professional advisors as necessary. Legal Disclaimer | Privacy Policy

Business Appraisal Network Website Design by Reliable Web Designs.