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Your Business Appraisal Experts in Rochester

South Park Advisors is an independent Rochester, NY-based business valuation and appraisal firm that caters exclusively to meeting the needs of private, closely-held businesses. We focus primarily on serving owners of middle-market businesses (sales between $5MM to $500MM). Our services are principally used in combination with ownership transition and/or wealth preservation strategies.

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How We Are Different

We believe that we differentiate ourselves from our competitors in four ways: knowledge and experience, personable and trustworthy nature, level of client responsiveness, and overall quality of our end product.

Our business advisory professionals have over 80+ years of combined experience, and have directly performed over 3,500+ business valuations, spanning numerous industries and sub-segments on companies operating in over half the states in the U.S.

Our Rochester Business Appraisal and Advisory Services Are Geared Towards Working With Many Types of Businesses

  • Attorneys (Estate Planners, Corporate, M&A)
  • Business Owners
  • Financial Institutions
  • ESOP Trustees
  • Accounting Firms
  • Wealth Advisors
  • Management Consultants

We Cover A Wide Range of Business Valuation Services in Rochester

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Valuation Advisory

We provide comprehensive business valuation services in the areas of mergers and acquisitions, ownership transition and advisory, and covenants not to compete.

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ESOP Advisory

We specialize in business valuations for Employee Stock Ownership Plans (ESOPs) and work with either trustees or the selling shareholders to implement and administer the ESOP, keeping in mind the framework of the Department of Labor (DOL) and the Internal Revenue Service (IRS).

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Estate & Gift Tax Reporting

We work closely with attorneys, wealth planners and other trusted advisors to develop a valuation plan that fosters continuity and ease of transition to the next generation of owners, including Charitable Giving, IRC Section 409(a), and IRC Section 280(g).

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Dispute Resolution

We work with both buyers and sellers of a company or stock in a friendly transaction, as well as with owners in dispute or conflict.

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Financial Reporting

Our financial reporting specialists have decades of experience working with ownership, auditors, and regulatory bodies to ensure compliance with financial reporting standards.

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Corporate Litigation

Our business damages specialists have extensive experience working with ownership and legal counsel on business damages and corporate litigation concerns.

We approach your valuation with confidence, competency, and industry-specific knowledge to ensure a credible and well-reasoned outcome.

With 80 + years of combined experience, our professionals have performed hundreds of valuations in a variety of equity and debt classes, including operating and investment holding companies, partnerships and limited liability companies, as well as intangible assets and equity derivatives such as stock options.

Testimonials

Meet Our Team of Business Appraisal Experts in Rochester

Rob Hilton managing director South Park Advisors
Rob Hilton, ASA

Managing Director

Kristin Coffey Headshot
Kristin Coffey, CVA

Managing Director

Common Business Valuation Questions

  • Tax returns for the last 3 years Federal Tax Return
  • Interim Profit and Loss Statement (P&L), including balance sheet
  • Last 3 years Profit and Loss Statement (P&L), including balance sheet
  • Copy of tax bill on real estate; if the real estate may be included in the sale
  • Copy of any real estate appraisal that is available
  • Average value of inventory of saleable product on hand
  • Equipment List
  • Lease information

Ready to work with us?

Contact us today to learn more about our services and how we can help you achieve your business goals.
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