Approach

 

 

Our Process

Determining a business’ value requires skill, training, experience, intuition and judgement. Whether working with shareholder matters, considering exit options, establishing an ESOP, or analyzing tax and estate matters, South Park Advisors is here for you. Our goal is to help you feel confident in the results.

1

Defining the Engagement

2

Data Collection

3

Due Diligence

4

Research & Analysis

5

Valuation Approaches

6

Management Discussions

7

Consider Value Adjustments

8

Arrive at Conclusion

9

Deliver Result

Industries Served

Since 2014, South Park Advisors has served small to middle market business with revenue between $500,000 and $500M. Our professionals have experience providing valuation advisory services for a diverse number of industries and sub-segments.

Industries we serve include:

Aerospace & Defense

Architectural & Engineering

Residential & Commercial Construction

Banking & Finance

Business & Professional Services 

Consumer & Retail

Distribution

Energy & Utilities

Financial Services

Food & Beverage 

Government Contracting

Healthcare

Investment Companies

Manufacturing

Real Estate Holdings

Start-up Companies

Technology/SaaS

Textiles & Apparel 

Transportation & Logistics

Don’t see your industry? Contact us to learn how we can help.

FAQ

Frequently Asked Questions

ARE ESOPS AS COMPLICATED AS THEY SEEM?

No. There is unquestionably a learning curve to them, however. ESOPs can be an excellent exit planning technique for a business owner who is looking for a tax-advantaged way to transition the company to the employees. An ESOP can allow a business owner to gain liquidity for either a minority, majority, or 100% controlling interest in the company. They also allow the business owner to transition away from the business over time and maintain the legacy that they worked hard to create.

Why are there so many advisors promoting business succession and exit planning services in the marketplace?

The baby boomer generation is heading into retirement in record numbers. Close to 12,000 individuals will reach age 65 each day over the next ten years, culminating in the single largest generational wealth transfer in U.S. history. Since business owners have long represented the most desired client segment, it is easy to see why so many consultants, accountants, wealth advisors, and insurance representatives are implementing business succession and exit planning into their practices in one form or another. The reality is that relatively few of the many advisors promoting these services have the specialized skills, expertise and experience needed to provide advice that business owners can rely upon.

Why are there so many different credentials for business valuation? What is the difference?

Imagine if you went to hire a certified public accountant (CPA) and could not decide on who to select because there were so many different credentials? That is precisely the dilemma facing business owners and their advisors when they seek to hire a business valuation professional. Our industry supports not one, but FIVE different credentials: ASA, ABV, CVA, AVA and CBA. This has made it difficult for clients to know who to trust when it comes to making decisions regarding, in most cases, their most valuable asset.

Our recommendation is that you should only consider professionals that hold either the ASA or ABV credential. None of the other credentialing organizations require as much valuation specific training, education, and experience in comparison.

Can’t I have my company’s CPA value my business?

We have the utmost respect for the CPA profession but very few (less than 2%) have the requisite expertise or credentials to value a business. If you decide to consider this possibility, you should ask the CPA firm if they employ individuals Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants or are designated as an Accredited Senior Appraiser (ASA) by the American Society of Appraisers. These are the two most widely respected credentialing organizations in the profession. In today’s business environment there may also be some fundamental conflicts of interest for your CPA in providing business valuation services where they also provide assurance, tax and audit services.

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