Welcome to Sheldrick, McGehee & Kohler!

Overview of Valuation Services

Sheldrick, McGehee & Kohler, LLC (SMK) is a Jacksonville, Florida-based firm that provides fair market value appraisals to meet a wide range of business needs. We specialize in the valuation of closely held or limited market interests for purposes associated with estate taxes, gifts of stock or equity interests, buy-sell agreements, actual sales transactions, pre-IPO options, Incentive Stock Option Programs, Employee Stock Ownership Plans (ESOPs), corporation tax basis conversions, litigation support, and related matters.

Our firm has performed valuation and transactional advisory services and provided expert testimony for over sixty years to clients in more than twenty states. We are recognized as one of the largest independent private business advisory and valuation firms in the eastern United States and one of the larger ESOP valuation firms in the country.

SMK performs appraisal and consulting services for approximately 300 clients annually. Businesses range in size from startups to multibillion dollar private corporations, as well as publicly traded companies.

Tax Controversy

In 2006, Joseph Sharp, a 33-year veteran with the Internal Revenue Service, joined SMK. Joe was most recently the East Coast estate and gift tax territory manager for the IRS and specializes in tax related controversies.

ESOP Information

About 30% of our valuation work involves employee stock ownership companies (ESOPs). For additional information, you can go to the “All About ESOPs” page listed above or click here for a report on characteristics of ESOP companies.