Our Services

Knowing the economic value of your business is important for short-term and long-term financial planning. Whether your needs include developing an exit strategy, tax planning or compliance, financial reporting, resolving a dispute, or contemplating an acquisition, we help by objectively valuing your business and preparing you for the future. Our credentialed professionals have earned designations from the American Institute of Certified Public Accountants, the American Society of Appraisers, and the CFA Institute. Our valuation team has a working relationship with the largest accounting firms to provide supportable fair value conclusions in accordance with best practices and industry standards. In addition, several team members have extensive courtroom experience and have testified on valuation matters in U.S. Tax Court, federal court, and other jurisdictions.

We have worked with and understand the unique needs of private equity groups, publicly traded companies, and closely-held companies across a broad range of industries. Our objective and independent assessment services include:

Corporate Valuation

Buy/sell agreements

Mergers and acquisitions

Annual ESOP valuations

Value enhancement

Business succession planning

 

Financial Reporting

Goodwill impairment testing

Stock-Based compensation

Complex financial instruments & contracts

Mark-to-Market valuation

Acquisition accounting

Intangible asset valuation

Contingent consideration

Portfolio and fund valuations

Litigation Support

Marital dissolutions

Contract disputes

Shareholder disputes

Economic damages and lost profits

Assistance with equitable distribution

Review and rebuttal of outside reports

Tax Planning and Compliance

Estate and gift valuation

Charitable deductions

Corporate restructurings

Subchapter S elections

Carried interest valuations

Our Team

Livingston Moyd

CFA
Director

Brent McDade

ASA, CVA, MAFF
Director

Gary R. Gerlach

ABV, ASA, CFA, CFE, CPA
Senior Manager

John (Jay) E. Gibson, Jr.

CPA/ABV, CVA
Shareholder
Forensic Valuation and Litigation Services Specialty Group Leader

Missy Johnson

CPA, CVA, MAFF
Shareholder

Lauren McCarthy

ABV, CPA
Director

Jon Strickland

ASA, CPA/ABV, CVA
Shareholder

More Team Members

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Additional Resources

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Jun 14th, 2022

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Two leading Accounting Firms Elliott Davis,…

Jun 13th, 2022

  GREENVILLE, SC, and FORT WORTH, TX (June 13, 2022) – The leading accounting firms of Whitley Penn, LLP and Elliott Davis, LLC announce today…
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Contact Our Team

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