Valuation Advisory Services
Overview
Business owners, investors, or individuals who own securities, an interest in a private company, or real estate often need to understand the value of their ownership.
Ultimately, value is determined by the intersection of the price range that a purchaser is willing to pay and the seller is willing to receive. Valuation professionals can assist buyers and sellers to determine fair value and identify what actions can be made to enhance value over time.
Valuation Advisory Qualifications
WellsColeman is uniquely qualified to provide Valuation Advisory Services. Led by Clayton Jones, a CPA/CVA with extensive experience in business transactions and leadership roles, we provide valuation services for businesses, trusts and individuals. Mr. Jones' background includes:
- Certified Public Accountant and Certified Valuation Analyst
- 8 years as a CFO and 12 years as an investment banker
- Financial and operational leadership in multiple industries
- Experience with establishing 3 startup companies
- M.B.A from the College of William and Mary
- B.S. from the United States Military Academy
- 6 Sigma certification
WellsColeman provides Valuation Advisory Services to assist its business, trust, and individual clients in a number of scenarios including:
Business Transition
Taxation
General Business and Other
- Sale or purchase of a business
- Business ownership transition
- Raising equity or debt
- Succession planning
- Strategic exit planning
- Estate planning
- Estate and gift taxes
- Charitable contributions
- Stock-based compensation
- Goodwill and asset value
- Business risk analysis
- Intellectual property
- Litigation
- Investment ownership
- Financing source requirements
As a full-service CPA firm, we are able to leverage our tax, assurance, and advisory professionals to ensure your business or investments are thriving. Contact us to discuss your needs.
“WellsColeman is a top notch firm that goes above and beyond. We had the pleasure of working with Clayton Jones and could not have been more impressed with the responsiveness, level of detail, and expertise provided. His advice and guidance were invaluable to us."
Aaron Caradonna, GC/VP
Summit Information Solutions, Inc.
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We're here to help! Contact us about our
Valuation Advisory Services.
Clayton M. Jones, CPA/CVA
Director, Valuation Advisory
