Your business.
Our knowledge.
One team.
Your business.
Our knowledge.
One team.

Who We Are

South Park Advisors is an independent business valuation firm that caters to meeting the needs of private, closely held businesses. We partner with small to middle market businesses and support our clients with many services, including ESOP advisory, estate and gift tax reporting, valuing non-competition agreements, selling to a third party, bringing in new or buying out a retiring partner, and
other business succession and exit planning.

Rob Hilton, A.S.A. of South Park Advisors on the ESOP Podcast March 18, 2020.

The effect of the US national emergency and global crisis over the coronavirus pandemic will not be known for some time. Bret Keisling is joined by Rob Hilton, A.S.A. of South Park Advisors for a broad discussion on how ESOP valuation advisors will navigate financial uncertainties in both transactions and annual updates over the next few months.

Services We Offer

Valuation Advisory

Valuation Advisory

South Park Advisors delivers professional advice that you can rely on for mergers and acquisitions, ownership transition, dispute resolution, covenants not to compete and other complex analyses.

ESOP Advisory

ESOP Advisory

South Park Advisors has the knowledge and experience to work with you through every stage of the ESOP lifecycle. Whether you are a business owner contemplating retirement, or an ESOP trustee responsible for the benefits plan of the employees you represent, we can help.

Tax & Estate

Tax & Estate

Specializing in business valuation for estate, gift and other tax matters, South Park Advisors will work closely with your attorney, wealth planner and other trusted advisors to better plan for the future, minimize taxes and maximize your family’s wealth.

OUR MINDSET

Approaching your business with passion, dedication, and critical thinking are key principles of success. Shouldn’t you expect that same level of commitment from your professional advisors?

Bryan King Joins South Park Advisors

South Park Advisors, an independent business valuation firm with offices in Charlotte, North Carolina and Rochester, New York is pleased to announce the addition of Bryan King as Managing Director of the firm. He brings a wealth of experience and diversity to us which...

Recent Podcasts

South 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 to the program: ESOP 101 -...

Rob Hilton Joins South Park Advisors

South 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...

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

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 Order 13789...

Rob Snowden Interviewed by The Value Examiner

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...

Judge Laro offers takeaways on litigating tax valuation cases

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 the valuation area. The...

Business Appraisal Red Flags

On October 19, 2015, Theresa Melchiorre, chief counsel for the IRS, gave a presentation at the American Society of Appraisers' 2015 BV Conference, entitled "Appraisers and their Responsibilities : An IRS Perspective."  As part of the presentation, she discussed seven...

Rob Snowden Appears on Chatting with the Experts

Paula Okonneh hosted Rob Snowden, managing director of South Park Advisors, on Chatting with the Experts, a show that interviews entrepreneurs about their successes and challenges. In the interview, Rob talks about what drove him to start South Park Advisors, his...

ESOP Legislative Update

Expansion of S ESOPs Recommended by Senate Finance Committee Senate Finance Committee Tax Reform Working Group on Savings & Investment Releases Report on Findings July 8, 2015 (Washington, DC) – The Senate Committee on Finance's Tax Reform Working Group on Savings...

NCBA 36th Annual Estate Planning Program

Stop by for a visit! South Park Advisors is pleased to announce its participation in the North Carolina Bar Association's 36th Annual Estate Planning and Fiduciary Law Program to be held at the Kiawah Island Golf Resort from July 30 to August 1. Please stop by for a...

Let us help you accomplish your goals.

Charlotte

322 Lamar Avenue, Ste. 210
Charlotte, North Carolina 28204
704.817.1584

Rochester

95 Allens Creek Road
Executive Square Bldg. 2, Ste. 231
Rochester, New York 14618
585.473.3713