Skip to the main content.
Legacy Choice
Legacy Choice
Facebook Instagram Linkedin YouTube

Valuations &
Equity

Objective valuations and equity insights to price, benchmark, and guide decisions.

M&A: Deal Support & Practice Sales

Hands-on M&A support from structure to negotiations, listings, and closings.

Practice Management & Coaching

Systems, coaching, and assessments to streamline operations and grow team performance.

Continuity, Legal & Business Services

Protect continuity, formalize entities, access lending resources, and membership benefits.

Specialty Valuation

Establishing Value In Unique Situations

A business’s value can carry significant legal and tax implications. In these situations, you need a Certified Business Appraiser on your side.

We produce detailed reports that thoroughly examine the drivers of your business’s value, tailored to the requirements of complex scenarios such as legal disputes, estate planning, or reviews by the IRS, SBA, or other government agencies.

Beyond certified appraisals, we also provide expert witness testimony to support our findings in settlements, litigation, and other legal proceedings.
specialty valuation

A Fully Engaged, Customized Process Built Around Your Needs

Specialty valuations can provide defensible data for the following situations:

  • Divorce
  • Estate and Gift Tax
  • Shareholder/Owner Disputes
  • FINRA Disputes
  • CPA/Accounting
  • OSJ and Branch Value
  • Multiple Entities
  • Other Industry Needs
  • Other Complex Situations
specialty valuation use
Specialty Valuation Process

Depending on the needs of your situation, our experts will work with you and your team to:

  • Perform and in-depth assessment of the past 3-5 years of financial data for your business(s). This includes identifying any changes or volatility, identifying the factors impacting those changes, and developing a deep understanding of the operations of the business.
  • In states where goodwill is a factor in legal settlements, our experts will analyze the relationships of the business to identify when and how those relationships arose and what activities went into developing those accounts.
  • Provide expert witness testimony in court along with support identifying and addressing discovery issues.
  • Prepare for court, including meeting with you and your attorney to help prepare cross-examination questions, conduct interviews, and analyze relevant evidence and discovery.
For contested matters, specialty valuations are specific to the state that the business operates in or where the business owner resides.

Our Process

Due to the unique nature of situations that require this level of support, our service operates on a retainer basis similar to that of a legal advisor. As a result, we take a consultative approach to the engagement, first meeting with you to understand your situation and needs. From there our team will provide a proposal for engagement that outlines the services we will provide and obligations for all parties, along with guidelines for the initial retainer and ongoing billing as necessary.

Submit Inquiry

What Our Clients Are Saying
Larson

"Advisor Legacy analyzed our client base, our investment practice and our individual strengths and weaknesses and provided a disciplined methodology for client management. Their tracking tools have led to consistent growth in both our client base and assets under management."

Marjorie Larson, CFP®
Certified Consulting Services, RIA

Huggins

"Advisor Legacy has done for us what we do for our clients every day. We believe that balanced planning leads to balanced living, and we focus our company’s efforts on helping our clients in this way. Now that we are working with Advisor Legacy, my team and I can enjoy a better quality of life too."

Andy Huggins, CFP®
Private Wealth Advisor

Brian Britt

"I don’t know where I’d be without Advisor Legacy. They’ve been a part of pivotal moments in my practice. I’m also more productive, more efficient, and not running myself ragged. They’ve just been vital to the success of my practice."

Brian Britt CFP®
Private Wealth Advisor

Craig Donowho

"It has been comforting and empowering working with Advisor Legacy. They don’t just step in with solutions first. They lead, teach, coach and encourage us to solve the problems ourselves."

Craig Donowho CFP®
Private Wealth Advisor

Terri Fischer

"We had an IDPA done for our practice and followed it up with ongoing practice management coaching. Advisor Legacy provided us with a detailed report and an action plan for making improvements. Advisor Legacy is truly a full-service company, and we know that they can help us with all aspects of practice management and growth opportunities."

Terri Fischer
Office Manager

Have Questions?

Book a call with one of our team members. They can walk your through our process and the components of each service.

Book A Call
59ffe97e222d86edb2b21fee27fa9389

Helping advisors build, live, and leave a legacy