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Banister Financial, Inc. Business Valuations

Business Valuation Experts, Charlotte, North Carolina

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Business Valuation Services

Banister Financial, Inc., located in Charlotte, North Carolina, is one of America’s leading business valuation firms, with professionals recognized as experts by their peers nationally (see Professionals). Two of our professionals are authors of a leading business valuation book used by other valuators (see Book) and we have experience in the valuation of businesses in hundreds of industry segments (see Expertise).

Banister Financial specializes in the business valuation of privately-owned companies, professional practices, LLCs, and other types of businesses and business interests. Our primary focus is the southeastern United States, however, our client base is nationwide. We perform business valuations confidentially for business owners and their attorneys, bankers, accountants and other advisors. Businesses valued range from small companies and professional practices to regional, national and multi-national companies in virtually every industry niche imaginable.

Business valuation services offered
Banister Financial’s experts prepare business valuations for a multitude of reasons including:

Divorce, dispute and litigation-related business valuations and expert testimony:
  • divorce (equitable distribution) business valuations
  • active and passive appreciation of value in divorce (marital versus separate property components)
  • shareholder disputes and litigation regarding business valuation of companies and their interests
  • redemption of shares/member interests under buy-sell agreement provisions
  • court appointed business valuations in divorces, disputes
  • critiques (reviews) of other business valuation reports
  • consulting to prepare to depose or cross-examine business valuation experts
  • rebuttal testimony regarding faulty business valuation conclusions or analyses by other appraisers
  • mediation, binding arbitration business valuations
Our professionals are experienced expert witnesses with a proven record of having their business valuation findings prevail in numerous cases in local, state and Federal courts.

Health care related business valuations and expert testimony:
  • medical, dental and similar practices for disputes, divorce
  • acquisitions/sale by health care institutions of health practices and entities for buyers, sellers, regulatory compliance
  • physician, dentist and orthodontist buy-in, buy-outs and other business valuation needs
  • joint ventures(e.g., ambulatory surgery centers, imaging centers, etc.) for sale, merger, disputes
Estate/gift and other tax related business valuations and expert testimony:
  • estate, gifting of shares or interests in private companies, partnerships and LLCs
  • interests in investment corporations, limited partnerships, and LLCs (with real estate, marketable securities or closely-held common stock) for estate, gift and related planning
  • non-voting stock values or gifting, estate purposes
  • buy-sell and shareholder/operating agreements- business valuations for buy-back of shares/interests or for use when drafting new formula provisions
  • blockage discounts of publicly traded shares- impact of block size/illiquidity on value.
  • restricted public stock- business valuation of shares, taking into account the impact of restrictions
  • incentive stock options and stock grants for financial reporting, taxation purposes
  • conversion of C-corporation to subchapter-S status
  • preferred stock recapitalizations
  • review of business valuations (prepared by other firms) being challenged by the IRS in gifts/estates. Review of business valuations prepared by the IRS.
  • valuation of notes receivable which may be difficult to collect or are at above/below market interest rates
Purchase and sale related business valuations:
  • purchase or sale of a business or business interest
  • bank or SBA financing-related business valuation submissions
  • financial restructuring and recapitalization
  • subsidiaries, divisions for spin-off or sale
  • mergers, joint ventures, other combination related business valuations
  • employee stock ownership plan (ESOPs) for initial creation and annual valuation
Other business valuation related needs and testimony:
  • lost profits, economic and business damages
  • reasonable officer compensation in disputes with the Internal Revenue Service
Specialized telecom and cloud services, data center business valuations:

In addition to all industries above, Banister Financial's telecom division specializes in the business valuation of local telephone and cable companies and other telecom and communications enterprises, as well as cloud services companies, data centers and related segments. Learn more at: telecomvalue.com

Contact Us for a Business Valuation

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George Hawkins, ASA, CFA
Managing Director
Phone: (704) 499-9009 (direct)
e-mail
v-card Contact George Hawkins, Banister Financial Business Valuations, Charlotte, NC
Qualifications

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Michael Paschall, ASA, CFA, JD
Managing Director
Phone: (704) 334-1625 (direct)
e-mail
v-card Contact vcard, Michael Paschall, Banister Financial Business Valuations, Charlotte, NC 
Qualifications

Banister Financial, Inc • 1338 Harding Place, Suite 200 • Charlotte, North Carolina 28204
Phone: (704) 334-4932


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