Business Valuation Services and Expert Testimony

Banister Financial’s experts prepare business valuations for a multitude of reasons (see sampling of industry expertise) including:

Divorce, Dispute Valuations

> businesses, professional practices, and their interests

> active-passive appreciation in divorce

> court appointed, jointly retained valuations

> shareholder disputes, litigation regarding valuation

> stock options in publicly traded or private companies

> mediation, arbitration

> critiques of other business valuations

> consulting to depose/cross-examine valuation experts

> mediation, arbitration

Estate, Gift, Charitable Contribution, Other Tax Valuations

> businesses, professional practices, and their interests

> family limited partnerships/LLCs (with real estate/stocks/bonds, etc.)

> non-voting stock

> incentive stock options, stock grants

> conversion of C to subchapter-S

> voting/non-voting or preferred stock recapitalizations

> blockage discounts of publicly traded shares

> restricted public stock

> review/response to IRS valuation challenges

Purchase/Sale Valuations

> purchase/sale of a business, professional practice, or their interests

> redemptions under buy-sell agreements

> bank or SBA financing

> financial restructuring, recapitalization

> mergers, joint ventures, other combinations

> employee stock ownership plan (ESOPs)

Healthcare Related Valuations

> medical, dental, similar practices for disputes, divorce

> physician, dentist and orthodontist buy-in, buy-outs and other needs

> acquisitions/sale by health care institutions of practices and entities

> joint ventures with healthcare institutions

> ambulatory surgery centers, imaging centers

> other health care entities

Telecom Industry Valuations

> telephone, video, cable, wireless, other communications companies

> data centers

> webhosting

Other Valuations

Notes Receivable:

> credit or collateral impairment, above/below market rates

Private Equity:

> gifting, estates, charitable contribution

> divorces, disputes

Other:

> business, economic damages litigation

Contact Us for a Business Valuation

If you or a client has a business valuation need contact George Hawkins or Michael Paschall at Banister Financial to discuss the situation, information needs and estimated costs.

George Hawkins, ASA, ABV, CFA
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Managing Director
(704) 499-9009 (direct)
Email
vCard (download)
Qualifications Discussion Page
Qualifications (pdf download)

Michael Paschall, ASA, ABV, CFA, JD
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Managing Director
(704) 334-1625 (direct)
Email
vCard (download)
Qualifications Discussion Page
Qualifications (pdf download)

Banister Financial, Inc.

1338 Harding Place, Suite 200
Charlotte, North Carolina 28204
Phone:
(704) 334-4932

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