Reasons for a Business Appraisal or Securities Valuation

Common reasons for conducting an appraisal include the following:

• Purchase or Sale of a Business
• Estate, Trust, Gift, and Tax Planning
• Corporate and Personal Financial Planning
• Debt Financing
• Litigation
• Marital Dissolution
• Buy-Sell Agreements
• Employee Stock Ownership Plans
• Stock Option, Phantom Stock, and Stock Appreciation Rights Plans
• Financial Reporting
• Fairness Opinions

Assets and Interests Appraised

Common assets and interests requiring valuation expertise include the following:

• Asset, Debt, Preferred Equity, and Common Equity
• Real Estate (including partial interests)
• Convertible and Derivative Instruments
• Voting and Non-Voting Shares
• Control and Non-Control (Minority) Ownership
• Limited Partnership Interests
• Large Block Securities
• Goodwill
• Non-Compete Agreements and Other Contracts
• Lost Profits/Economic Damages

Asset Analytics, Inc.
8430 Mizner Circle West
Jacksonville, Florida 32217
904-923-5708
Licensed Real Estate Broker
 
Ty Taylor
Chartered Financial Analyst
Certified Business Appraiser
Accredited Senior Appraiser in Business Valuation
tytaylor@assetanalyticsinc.com