Services
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:
Disputes and litigation-related business valuation needs:
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
- blockage issues related to publicly traded shares held by estates or for gift or estate planning
- conversion of C-corporation to subchapter-S corporation status
- preferred stock recapitalizations
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:
Merger and acquisition and transaction-related
business valuation needs:
Other business valuation needs:
In addition to valuations for all industries above, Banister Financial's telecom division specializes in the valuation of local telephone companies, communications enterprises, data centers and related segments at: www.telecomvalue.com
- 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
- ventures such as ambulatory surgery centers, lithotripsy partnerships, imaging centers
- medical, dental and related types of practices and entities for shareholder disputes, divorce and other litigation-related reasons
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 of large holdings of public company stock where "blockage" issues are present
- 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
- "reasonable" compensation analyses in C corporations where the Internal Revenue Service claims compensation is a disguised dividend
In addition to valuations for all industries above, Banister Financial's telecom division specializes in the valuation of local telephone companies, communications enterprises, data centers and related segments at: www.telecomvalue.com
Contact Information for a Business Valuation:
George Hawkins, ASA, CFA
Managing Director
Phone: (704) 334-4932
Send e-mail to George
Outlook v card file: 
Michael Paschall, ASA, CFA, JD
Managing Director
Phone: (704) 334-4932
Send e-mail to Michael
Outlook v card file: 
© 2010, Banister Financial, Inc. Fair Value is a registered trademark of Banister Financial, Inc.