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.
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.
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.
Schedule an Appointment
Have questions that require a qualified business valuation professional? Contact South Park Advisors today.
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Recent Podcasts
May 26, 2019 • Business Succession•ESOP•NewsSouth Park Advisors has been featured a number of times on The ESOP Podcast, a national broadcast of Capital Trustees that features interviews from the best ESOP professionals in the business. Below is a list of our most recent contributions…
Read More →Rob Hilton Joins South Park Advisors
July 12, 2018 • NewsSouth Park Advisors, an independent business valuation firm with offices in Charlotte, North Carolina and Rochester, New York is pleased to announce the addition of Rob Hilton as Managing Director and co-owner of the firm. His substantial expertise in the…
Read More →Section 2704 Proposed Valuation Regs. Identified by IRS As Overly Burdensome or Unduly Complex
September 19, 2017 • Tax & EstateIt 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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