Business Valuations – Charlotte (NC)

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Business Appraisals – Charlotte (NC)

 

North Carolina State SilhouetteMany business owners in Charlotte and across North Carolina contemplate conducting a business valuation when it comes time for a transaction. While an independent determination of a company’s value is necessary before a transaction, a valuation has many other uses. The details contained within the report can provide important insight into how economic, competitive, global, and legal factors impact bottom-line value. These details can help management better understand the current market and the potential changes that can help drive value. Using a valuation as a planning tool can provide immense value before a transaction commences. There are other situations when a valuation may be required. These include seeking new financing, updating shareholder or partnership agreements, conducting estate and gift tax planning during succession planning, and benchmarking purposes.

We  work closely with attorneys throughout North Carolina, including Charlotte, to assist when a valuation is needed for litigation purposes. This often occurs during divorce proceedings, partner disputes, damage assessments, executive compensation, partnership dissolution, and much more. Valuations for litigation purposes required a more experienced and technically proficient appraiser, with court room experience, to connect the dots and provide evidence for the case.

North Carolina Business Valuation Experience

Belfint, Lyons & Shuman works with business owners and attorneys in Charlotte and North Carolina to conduct business appraisals. Our team has years of experience conducting independent and objective valuations for transactional, planning, and litigation purposes. Our team of experienced professionals holds the Certified Valuation Analyst (CVA) and Accredited in Business Valuation (ABV) credentials. Combining technical acumen and practical expertise allows us to deliver the best experience possible.

Charlotte Business Valuations

Our valuation professionals take a comprehensive approach to valuing business interests. This is essential because rarely is there an established market for Charlotte and North Carolina closely held business interests. Our process includes:

  • Conducting an in-depth analysis of the latest market data.
  • Implementing the latest techniques to arrive at an accurate valuation.
  • Creating a business valuation report that is accurate and defensible against outside scrutiny.
  • Reviewing the latest administrative rulings and other regulatory concerns to ensure the valuation complies with the highest professional standards.

Map of Charlotte (NC) – 28202

Contact Our Charlotte Business Valuation Team

Belfint, Lyons & Shuman conduct business appraisals for companies in Charlotte and North Carolina from our Delaware headquarters. To learn more about our valuation services, complete the form below, and a team member will contact you shortly.

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About Charlotte (NC)

Logo City of CharlotteCharlotte, North Carolina’s business community is a dynamic and diverse landscape, anchored by its status as a central financial hub. Often referred to as the second-largest banking center in the United States, Charlotte is home to the headquarters of major financial institutions such as Bank of America and the East Coast operations of Wells Fargo. This solid financial sector provides a stable economic foundation and numerous job opportunities.

Charlotte has a robust and growing tech sector, attracting startups and established technology firms. The city’s favorable business climate and a supportive network of incubators and accelerators foster innovation and entrepreneurial activities. The availability of a skilled workforce, due in part to the presence of numerous higher education institutions, supports the growth of this sector. The area codes used in Charlotte (NC) are 704 and 980.

National Reach

Belfint CPAs also provides business valuation services to companies in Atlanta (GA), Baltimore (MD), Buffalo (NY), Charleston (SC), Chicago (IL), Denver (CO), Detroit (MI), Houston (TX), Indianapolis (IN), Las Vegas (NV), Lexington (KY), Los Angeles (CA), Minneapolis (MN), Nashville (TN), New Orleans (LA), Omaha (NE), Orlando (FL), Philadelphia (PA), Phoenix (AZ), Richmond (VA), Salt Lake (UT), Santa Fe (NM), St Louis (MO), Tulsa (OK), Wichita (KS), and Wilmington (DE).

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Need Additional Information?

If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!