Business Valuation
Specialists

An accredited business valuation firm in Charlotte, North Carolina that specializes in closely-held businesses. Valuation is our only business.

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Closely-Held Business

We believe there’s no one-size-fits all approach to valuation, and every process is uniquely based on each business, sector and industry. We’ll approach your appraisal with confidence, competency and industry-specific knowledge to ensure a credible and well-reasoned outcome.

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Employee Stock Ownership Plans

South Park Advisors will work with you through every stage of the ESOP valuation process. Whether you’re a business owner contemplating retirement, or an ESOP trustee responsible for the benefits plan of the employees you represent, we want to help.

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Estate & Gift Tax Reporting

Planning for the future of your business is essential to the success of it’s next generation of owners. South Park Advisors will work closely with your attorney, wealth planner and other trusted advisors to plan for the future, minimize taxes and maximize your family’s wealth.

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Schedule an Appointment

Have questions that require a qualified business valuation professional? Contact South Park Advisors today.

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Professional Affiliations

American Society of Appraisers
employee stock ownership programs
Charlotte Estate Planning Council

Recent Blog Posts

Section 2704 Proposed Valuation Regulations Identified by IRS As Overly Burdensome or Unduly Complex

September 19, 2017 • Tax & Estate

It may come as no surprise to estate planners that the IRS has indicated that the §2704 proposed regulations are under review as overly burdensome and/or unduly complex. As explained in IRS Notice 2017-38, President Trump’s April 21, 2017 Executive…

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Rob Snowden Interviewed by The Value Examiner

December 5, 2016 • Business SuccessionTax & Estate

In the September/October 2016 issue of The Value Examiner, Rob Snowden of South Park Advisors was interviewed about his experience as a sole practitioner in the business valuation industry. In the article, Rob discusses some of the trials and tribulations he faced during the first year, as…

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Judge Laro offers takeaways on litigating tax valuation cases

January 13, 2016 • Tax & Estate

BV Law News, written by Sylvia Golden on December 8, 2015 A highlight at the 2015 AICPA forensic and valuation services conference in Las Vegas was “Valuation in Tax,” a panel in which several leading minds on taxation discussed hot topics in…

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All rights reserved South Park Advisors 2017 • Crafted by Brett Smith