Our Typical Clients

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Merger and Acquisition Professionals need certified appraisals to ensure that the financial and legal interests of their clients are protected.  Any time a private equity firm or M&A specialist is called upon to negotiate a deal between two companies, it’s essential to know the exact fair market value of the business’s assets.  The best way to assess the legitimate market value of a company and its assets is with the use of a Certified Appraisal. 

Bankers, bank loan officers and commercial lenders need certified appraisals to support their loan and lease decisions to substantiate and collateralize a loan. This is especially true in dealings with the Small Business Administration, whose standard operating procedures (SOPs) require a “qualified” equipment appraisal.  When lending companies have confidence in what the value of a company’s physical assets are, it makes it much easier to support a purchase or sale, or validate a lending decision. 

 Certified Public Accountants need a Certified Appraisal any time they have client dealings with the Internal Revenue Service, because the IRS requires every appraisal to be conducted only by an individual that is a Certified Appraiser.  A Certified Appraisal is also necessary for CPAs when assisting clients in actions such as a conversion from a C to S Corporation, Estate and Gift Planning, Trusts, Sarbanes-Oxley, and FASB 141/142.  

Attorneys need appraisals to substantiate accurate and realistic values that will withstand IRS and court scrutiny in a potentially wide range of litigation, which can include trust and estate planning, partnership dissolutions and even divorce settlements. In some circumstances, a Certified Machinery & Equipment Appraisal may be called for to provide precise valuation of assets.

Business Brokers need certified appraisals in order to fully understand the value of the business assets they are assisting in buying or selling.  Particularly in a volatile economy, it is critical for brokers to provide the best case scenario for clients. Whether engaged in an acquisition or sale, a business broker’s case is strengthened with the inclusion of independent, objective and qualified findings of a certified third party.

Take a minute and look around you at all of your machinery and equipment. You’ve paid a hefty sum for it and kept it in good condition. Isn’t your machinery and equipment one of the most valuable assets you own? Knowing the true value of machinery and equipment can help you run your business more efficiently. For example, if the taxing authorities think your assets are more valuable than they really are, you can expect to pay higher property taxes. A certified appraisal can assist you in lowering taxes which will mean more dollars in your pocket.