Valuation Advisory

Valuation Advisory:

What We Can Do For You

Reaching a supportable valuation conclusion requires specialized skill, training, experience, intuition and judgement. South Park Advisors has the capability to deliver professional advice that you can rely upon to make well-informed decisions when it comes to ownership transition, dispute resolution and more. 

Mergers & Acquisitions

Ownership Transition & Advisory

Dispute Resolution & Friendly Transactions

Covenants Not to Compete

Mergers & Acquisitions

 If you’re considering merging with another company or selling your business, an objective valuation can give peace of mind to negotiating parties in a transaction. We have worked with many business owners to assist them in negotiating the sale of their companies.

Ownership Transition & Advisory

South Park Advisors assists business owners with identifying the best alternatives for selling their business. Depending on the situation, we can develop a strategy that aligns with your retirement goals and objectives.

Dispute Resolution & Friendly Transactions

South Park Advisors works with both buyers and sellers of a company or stock in a friendly transaction, as well as with owners in dispute or conflict. We employ a collaborative approach that considers the viewpoints of both parties in reaching a mutually beneficial outcome.

Covenants Not to Compete

Companies planning for a merger or acquisition have various issues to consider as they prepare for a transaction. One of these issues is “golden parachutes,” which represent any compensatory payments or benefits paid to disqualified individuals that are contingent upon a change in control of the business.

South Park Advisors has experience valuing non-competition agreements of disqualified individuals for IRC Section 280(g) purposes. We can assist in measuring the impact of various golden parachute payments.

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.

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