We help clients advance their strategic, financial and tax agendas through a combination of corporate finance and valuation analyses.
SBA Valuation Services
At AVC, we provide sophisticated and supportable valuations in connection with SBA requirements. Our insightful, independent opinions of value are based on competency, trust and collaboration with our clients and other stakeholders.
Whether you are buying, selling, acquiring or merging your business, we focus on optimizing, measuring and protecting your company's value.
Our team of professional will ensure you are in compliance as it relates to financial reporting and tax requirements.
Gift & Estate Tax Planning Valuations & Compliance
Valuation of assets involved in tax transactions is a critical component of tax planning. AVC can help to formulate the optimal tax compliance and planning strategies. We provide high-quality, robust valuations of business interests in corporations, partnerships or other pass-through entities for estate planning/settlement, gifting and IRS reporting of estate/gift transactions.
Intellectual Property & Intangible Assets Valuations
Patents, trademarks, customer lists, non-competition agreements, brand names, copyrights and proprietary processes are examples of intangible assets that may add significant value to your company. At AVC, we perform high-quality valuations of company’s intellectual property and other intangible assets.
Litigation Consulting & Marital Dissolution Valuation Services
Valuation-related disputes may arise for a number of reasons. However, when it comes to protecting your interests, you need sophisticated valuation and financial professionals who have the right experience for your situation. AVC prepares comprehensive valuation reports to support the fair value of ownership interest(s) in businesses. We provide credible, objective support to help you win your case.
Our Industry Experience & Recent Clients
We have a diverse client base and the ability to tailor our services to the needs of the privately-held companies. Although each of our clients is unique, the one thing they have in common is the desire for a strong relationship. We are confident in our ability to build an outstanding client relationship, coupled with technical excellence across a specialized range of valuation services. AVC’s responsiveness to our clients’ needs across the United States and internationally ensures that we can accomplish our vision: to be the leader for exceptional client service.
Technology: IBX data center & colocation provider (California), educational software company (North Carolina), economic research data impact planning analysis company (North Carolina), IT cyber security company (Florida), automated management software company (Maryland)
Retail: bridal & accessories store and brand (Florida), curtains store (New York), chain of liquor stores (New York), antique art store (New York)
Professional Practices and Services: law firm (Hawaii), franchise of hair salons (Massachusetts), insurance company (Kentucky), accounting and professional services firm (Florida)
Healthcare: dentistry clinic (New York), general practitioner (New York), pharmaceutical company (New York), ultrasound services (Florida), pain management (Massachusetts), home care agency (New York), healthcare management company (Tampa), clinic (Florida)
Construction and Engineering: construction firm (Illinois), construction company (Florida)
Manufacturing: pharmaceutical manufacturer (New York), home decor manufacturing (New York), beverage manufacturing (New York)
Financial Services: financial services/ lending institution (New Jersey)
Family Limited Partnerships: real estate holding companies, securities holding companies (Florida and New York)
Arts, Entertainment and Recreation: yoga, dance & barre studio (Florida)
Restaurants and Beverages: coffee company (Florida), beverages manufacturing company (New York), liquor stores (New York)
Travel and Accommodations: travel agency (UK), event venue (Florida)