Business Valuation Consulting

Solutions

Business Valuation Consulting

elliott davis

Know your worth.

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In both the short and long-term, knowing the economic value of your business ensures you’re prepared for the future. 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.

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. With extensive courtroom experience, credentials from the top licensing firms in the country, and working relationships with the largest accounting firms, our professionals are well suited to provide valuation conclusions in accordance with best practices and industry standards.

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solution overview

Corporate Valuation

  • Buy/Sell Agreements
  • Mergers and Acquisitions
  • Annual ESOP Valuations
  • Value Enhancement
  • Business Succession Planning
Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
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Financial Reporting

  • Goodwill Impairment Testing
  • Stock-based Compensation
  • Complex Financial Instruments and Contracts
  • Mark-to-Market Valuation
  • Acquisition Accounting
  • Intangible Asset Valuation
  • Contingent Consideration
  • Portfolio and Fund Valuations
Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
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Litigation Support

  • Marital Dissolutions
  • Contract Disputes
  • Shareholder Disputes
  • Economic Damages and Lost Profits
  • Assistance with Equitable Distribution
  • Review and Rebuttal of Outside Reports
Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
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Tax Planning and Compliance

  • Estate and Gift Valuation
  • Charitable Deductions
  • Corporate Restructurings
  • Subchapter S Elections
  • Carried Interest Valuations
Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
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our technology stack

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The team

meet our

specialists

Gary R. Gerlach

Director

Albert Lazo

Senior Manager

Luke Newquist

Senior Manager

Featured Insight

Helping a manufacturer stand up financials and respond to an LOI

Discover how our accounting advisory services helped a 35-year-old manufacturing company professionalize financial reporting, uncover missed tax savings, and secure a $110K refund. Learn how strategic tax planning and valuation analysis drove $480K+ in additional benefits.

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moreinsights

Is your business ready to sell? A comprehensive guide to strategic, financial, and operational readinessIs your business ready to sell? A comprehensive guide to strategic, financial, and operational readiness

Is your business ready to sell? A comprehensive guide to strategic, financial, and operational readiness

Learn how to prepare your business for sale by strengthening strategy, financial reporting, and operations to enhance valuation and attract buyers.

Article
February 25, 2026
Surviving the Great Freight Recession: Credit, capacity, and the road aheadSurviving the Great Freight Recession: Credit, capacity, and the road ahead

Surviving the Great Freight Recession: Credit, capacity, and the road ahead

The U.S. trucking industry faces a prolonged downturn. Explore credit access, fleet capacity, and survival strategies for lenders and operators in this Elliott Davis deep dive.

November 10, 2025
Avoiding post-close M&A disputes: Practical strategies to reduce risk and preserve valueAvoiding post-close M&A disputes: Practical strategies to reduce risk and preserve value

Avoiding post-close M&A disputes: Practical strategies to reduce risk and preserve value

Discover practical strategies to prevent post-close M&A disputes. Learn how to reduce risk, align expectations, and preserve deal value through proactive planning and clear documentation.

August 13, 2025
Transitioning a family-owned business? Avoid these costly valuation mistakesTransitioning a family-owned business? Avoid these costly valuation mistakes

Transitioning a family-owned business? Avoid these costly valuation mistakes

A well-executed valuation is necessary for estate planning, gifting, and tax compliance. Without one, you risk audits and penalties from the IRS.

Article
April 4, 2025
Valuation of Private Securities at or Near a Transaction DateValuation of Private Securities at or Near a Transaction Date

Valuation of Private Securities at or Near a Transaction Date

January 13, 2020

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Succession Planning

Maximize the transition of generational wealth with tailored succession and exit strategies.

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Family Law Litigation Support

We work with you to simplify and streamline the process so that family law litigation can be as painless as possible.

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Tax Methods & Credits

Leverage federal and state tax credit and deduction opportunities to grow your business.

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All Industries

Closely Held Business

Construction

Entertainment & Sports

Financial Services

Healthcare

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Private Equity

Professional Services

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Industries

Solutions by Industry

Every industry has its own nuances. We take that into consideration and approach business solutions with the specific lens required of your field. Our teams are comprised of talent with relevant experience and we’re prepared to meet every challenge.

Advisory

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Business Valuation Consulting

Commercial Litigation Support

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Family Law Litigation Support

Fraud & Forensic Accounting

Governance, Risk, & Compliance

Operational Excellence

Strategy & Growth

Transaction Advisory

Assurance & Attestation

Attestation & Other Engagements

Audits, Reviews, & Compilations

Employee Benefit Plan Audits

SOC Reporting

Tax

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Federal Tax

International Tax

State & Local Tax

Tax Methods & Credits

Digital

Business Systems

Cybersecurity & Data Privacy

Data Analytics

Technology Consulting

Solutions

Solutions by Category

When running a business, a variety of challenges and opportunities present themselves. Our breadth of services span every category. Based on your business goals, we’ll find the right solutions to meet the moment.

contact our team.