Looking for Business Appraisal & Litigation Support?

About

A business appraisal firm specializing in the valuation of closely-held business and partnership interests for a variety of purposes, including the following.

• ESOP Annual Updates, Transactions and Planning
• Estate and Gift Tax Matters
• Discounts for Lack of Control, Lack of Marketability and Blockage
• Litigation support
• Transactions
• Fairness Opinions

Our expertise includes the valuation of various investment instruments including:
• General and Limited Partnership Interests;
• Common and Preferred Stock;
• Limited Liability Companies;
• Sole Proprietorships;
• Undivided Interests in Real Property;
• Stock Options and Warrants; and,
• Various Forms of Debt.

In brief, I have 30 years of experience as a business appraiser. During this time, I have valued companies and business interests that have ranged from a few hundred thousand dollars to a few billion dollars.
As a Chartered Financial Analyst, I have completed a study and testing program administered by CFA Institute. The program covers a wide range of topics, including ethics, that are generally needed for investment research and analysis and portfolio management. This is relevant to business valuation since it is necessary for me to analyze a company’s financial and industry performance to render opinions of value.

Services

We offer a wide range of services.

Business Valuation

This is what I do.

ESOP Appraisals

John E. Johnson, CFA is an expert in ESOP valuation issues

Tax Valuations

Extensive experience in the issues related to estate and gift tax valuation

Partnerships & LLCs

General partnerships, limited partnerships and LLC valuation services

Discounts & Fractional Interests

Discounts for lack of control and lack of marketability.

Litigation Support

We have provided services in numerous cases.

BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION WITH AN EMPHASIS IN FINANCE FROM THE UNIVERSITY OF SOUTHERN CALIFORNIA

Education & Associations

BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION WITH AN EMPHASIS IN FINANCE FROM THE UNIVERSITY OF SOUTHERN CALIFORNIA

CHARTERED FINANCIAL ANALYST (CFA), CFA INSTITUTE

AMERICAN SOCIETY OF APPRAISERS

THE NATIONAL CENTER FOR EMPLOYEE OWNERSHIP

View My Résumé & Other Qualifications

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