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

Principal

Brent McDade

Director

Gary R. Gerlach

Director

John (Jay) E. Gibson, Jr.

Shareholder

Missy Johnson

Shareholder

Lauren McCarthy

Director

Jon Strickland

Shareholder

More Team Members

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Additional Resources

Video

Financial Services Third Quarter Accounting…

Oct 03rd, 2022

On-Demand | 1 hour In this video replay of the Third Quarter Elliott Davis Financial Services Update Webinar on September 29, 2022, we discuss the…
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Article

Financial Services Third Quarter Update

Sep 29th, 2022

In this edition of the quarterly communication, we have provided information about financial reporting and accounting issues impacting financial institutions – some of which are…
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Article

Inflation Reduction Act expands valuable R&D…

Sep 28th, 2022

When President Biden signed the Inflation Reduction Act into law in August, most of the headlines covered the law’s climate change and health care provisions.…
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Contact Our Team

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