C:\Banister Web Site\Banister Web-05-06 (With GIF)\logo.gif

Banister Financial, Inc.
Business Valuation Specialists

C:\Banister Web Site\Banister Web-05-06 (With GIF)\Services_Offered.gif C:\Banister Web Site\Banister Web-05-06 (With GIF)\Expertise.gif C:\Banister Web Site\Banister Web-05-06 (With GIF)\Professionals.gif C:\Banister Web Site\Banister Web-05-06 (With GIF)\Why_Choose_Us.gif C:\Banister Web Site\Banister Web-05-06 (With GIF)\Valuation_Articles.gif C:\Banister Web Site\Banister Web-05-06 (With GIF)\Valuation_Book.gif C:\Banister Web Site\Banister Web-05-06 (With GIF)\Contact_Us.gif

 

     Banister Financial, located in Charlotte, North Carolina, specializes solely in the valuation of closely-held companies, professional practices, partnerships, LLCs, and other types of businesses and business interests.  Our primary focus is in the southeastern United States, however, our client base is nationwide.  We perform business valuations on a confidential basis for business owners and their professional advisors. Our clients range from small companies and professional practices to large regional, national and multi-national companies.  Banister Financial is one of the leading business valuation firms in America, with professionals recognized as experts by their peers nationally.  Two of our professionals are authors of a leading business valuation book used by other valuators in the field (click on Valuation Book and Expertise to find out more).

Business Valuation Services Offered

     Banister Financial's professionals prepare independent, unbiased business and professional practice valuations for a variety of reasons including:

      Estate/gift tax and other tax related business valuation needs:

  • estate tax related business valuation needs
  • gifting of closely held stock and partnership/LLC interests
  • family limited partnership and limited liability company valuation needs, including entities holding real estate, marketable securities or closely held common stock
  • buy-sell and shareholder agreements
  • business valuation for life insurance planning and funding
  • creation of non-voting stock in S-corporations for gifting purposes
  • stock options held by estates.
  • restricted public stock held by estates
  • conversion of C-corporation to subchapter-S corporation status
  • preferred stock recapitalizations
  • valuation of intangible assets for purchase price allocation

 

     Disputes and litigation-related business valuation needs:

  • divorce (equitable distribution)- businesses and professional practices
  • court appointed valuations in disputes
  • minority shareholder disputes and litigation
  • business damage assessment and determination
  • critiques of business valuation reports prepared by others
  • litigation consulting services provided to trial counsel in preparing to depose and cross-examine valuation experts
  • bankruptcy
  • reasonable officer compensation determination in disputes with the Internal Revenue Service
  • mediation 
  • binding arbitration

     Our professionals are experienced expert witnesses with a proven track record of having their valuation findings prevail in numerous cases in local, state and Federal courts.

     Health care transaction related business valuation needs:

  • medical practice acquisitions by hospitals and health care institutions
  • physician buy-in to medical practices
  • joint ventures with health care institutions and integrated delivery systems 

     Merger and acquisition and transaction-related business valuation needs:

  • employee stock ownership plans (ESOP's)
  • purchase or sale of closely held business or business interests
  • management buyouts
  • leveraged buyout transactions
  • bank financing
  • financial restructuring and recapitalization
  • valuation of subsidiaries/divisions for spin-off/sale

 

     Other business valuation needs:

  • valuation of stock options
  • valuation of restricted stock
  • valuation for phantom stock plans
  • valuation of non-standard company classes of debt, equity and preferred stock
  • valuation of notes, bonds and distressed securities for taxation, debt forgiveness, debt for equity swaps, and other purposes
  • shareholder value enhancement planning

 

Contact Information for a Business Valuation:

 

Banister Financial, Inc.

1338 Harding Place, Suite 200

Charlotte, North Carolina 28204

 

Phone:

Charlotte, NC (Main): 704-334-4932

Fax: 704-334-5770

 

Contact Individuals:

George B. Hawkins, ASA, CFA

President and Managing Director

Send e-mail to George

Outlook v card file:  C:\Banister Web Site\Banister Web-05-06 (With GIF)\contac1.gif

 

Michael A. Paschall, ASA, CFA, JD

Executive Vice President and Managing Director

Send e-mail to Michael

Outlook v card file:  C:\Banister Web Site\Banister Web-05-06 (With GIF)\contac1.gif

 

 

© 1994-2009, Banister Financial, Inc. Fair ValueTM is a registered trademark of Banister Financial, Inc.  Banister Financial, Inc. is a registered trademark of Banister Financial, Inc.