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
View My Résumé & Other Qualifications
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