Valuations

The core business of Sheldrick, McGehee & Kohler, LLC is to provide fair market values for all types of business and equity interests. More specifically, we specialize in the valuation of what is generally referred to as “closely held” or “limited market” interests. An important component of our work frequently involves determining and supporting appropriate discounts for minority interests, where there is a lack of control, and also establishing discounts where there is limited marketability.

While there are numerous reasons, including regulatory requirements, to undertake a valuation, most of our work involves the following:

In addition to the above, SMK has extensive experience in valuing intangible assets and intellectual property. Examples range from customer lists and non-competition agreements to trade secrets, chemical formulas, copyrights and patents. SMK personnel represented the family owners of the famous Kennedy assassination film in negotiations for its sale to the U.S. government. We have served a number of world famous authors in copyright valuations, as well as publicly traded companies in asset value allocations in mergers and acquisitions.

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.

MATERIALS REQUIRED FOR VALUATIONS

We generally work with the following information in order to complete a Determination of Value: