Business Valuation & Litigation Support Services

There are numerous benefits to be gained from knowing the value of your business, or your interest in one:

  • As a management tool, owners and shareholders need to know the value to be able to make informed business decisions.
  • In the event of a sale, for example, a credible valuation ensures that time and effort are focused solely on competitive bids from prospective buyers.
  • Valuations for income, estate and gift tax purposes ensure compliance with tax law; they also ensure that taxes are not overpaid, thereby minimizing tax liabilities.
  • Valuations can also offer insight into the strengths and weaknesses of a business that affect its value. Improving weak areas can serve to maximize value for owners and/or shareholders.
  • Finally, valuations can serve as a way to protect assets.

HM&M can assist you by creating a valuation that will hold up should a valuation dispute arise. To determine the true value of your business, you must engage the right valuation professionals.

Contact HM&M for a consultation

Choosing The Right Valuation Professional

A qualified valuation professional will possess a thorough understanding of accounting standards, as well as recommended practices set forth by the various valuation organizations. Therefore, a key aspect in selecting a valuation professional is ensuring the right credentials and experience. This includes training and experience with both mediation and litigation. As a way of saving time and money, mediation is always preferred when a valuation dispute arises. Should litigation come into play, however, it is essential to not only have a valuation that can stand up in a court of law, but a valuation professional that can clearly communicate the methodology used to prepare the valuation in the first place.

HM&M's Valuation Credentials

HM&M’s valuation professionals have more than 40 years of combined experience and have performed more than 700 valuations, in a variety of industries. In addition, HM&M’s professionals hold a number of designations including:

  • Certified Public Accountant (CPA)
  • Accredited in Business Valuation (ABV)
  • Certified in Financial Forensics (CFF)
  • Accredited Senior Appraiser (ASA)
  • Certified Business Appraiser (CBA)
  • Certified Fraud Examiner (CFE)
  • The Firm’s lead Business Valuation Partner also holds a Doctor of Jurisprudence (JD)

Valuation Service Offerings

Whether an estimate of value is required, or a detailed opinion report, the Firm’s valuation professionals begin the process by evaluating both intangibles and tangibles, before selecting the appropriate valuation methodology. HM&M offers a full range of valuation services including, but not limited to, the following:

  • Estate, trust and gift tax planning
  • Shareholder disputes
  • Buy/sell agreements
  • Stock based compensation arrangements
  • Marriage dissolution
  • Corporate reorganizations
  • Income tax matters

Litigation Support Services

Should a valuation dispute arise, HM&M can support you through the process, as an expert witness. Business valuation is traditionally a series of steps, litigation support typically focuses on the profit calculations and quantifying economic data. Let us help you navigate through the controversy.

With a reputation for adding value through the provision of high quality, innovative solutions and a premier level of client service in the Dallas-Fort Worth Metroplex, call on our valuation professionals to accurately value your business.

Key Contacts

Bill Barnard Headshot

Bill Barnard – Shareholder

Michelle Barton Headshot

Michelle Barton – Senior Manager

Michelle Boozer – Shareholder

Keith Phillips – Manger

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