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"The audit has been concluded and
there was no change to the discount taken on the family limited
partnership interest. The IRS estate tax agent was extremely
complimentary of the appraisal report that you produced in
the estate case. He further indicated that he had handled a
number of Family Limited Partnership valuation audits and your
report was the best he had seen.
I will not hesitate to recommend you in the future to other clients of mine who may need valuation work."
— Brent R. Caldwell, CPA, Attorney
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| Partial List
of Clients |
| Business Valuation |
| • |
Medical practice |
| • |
Accounting practice |
| • |
Oil reprocessing plant |
| • |
Mechanic shop |
| • |
Restaurant |
| • |
Beauty salon |
| • |
Remodeling contractor |
| • |
Pipe manufacturer |
| • |
Nursery |
| • |
Supermarket |
| • |
Mortgage company |
| • |
Small tool rental company |
| • |
Tortillas manufacturer |
| • |
Equestrian center |
| • |
Window screen / outside storm blind
manufacturing |
| • |
Tire dealership |
| • |
Air conditioning contractor |
| • |
Veterinarian practice |
| • |
Highway construction |
| • |
Boiler making manufacturing |
| • |
Computer software |
| • |
Employment agency |
| • |
Limousine service |
| • |
Industrial pipe cleaning |
| • |
Fugitive gas detection |
| • |
Mineral interest |
| • |
Ranch |
| • |
Dental practice |
| • |
Insulation contractor |
| • |
Fiber optics |
| • |
Food processing plant |
| • |
Timber interest |
| • |
Machine shop |
| • |
Roofing contractor |
| • |
Insurance agency |
| • |
Orthodontist practice |
| |
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|
| • |
Retail appliance and TV store |
| • |
Mobile home dealership |
| • |
Instrumentation manufacturing |
| • |
Printing company |
| • |
Travel agency |
| • |
Construction contractor |
| • |
Vending machine manufacturer |
| • |
Seafood processing plant |
| • |
Brick manufacturing |
| • |
Industrial supply company |
| • |
Convenience store |
| • |
Condiment processing |
| • |
Radiation safety & consulting |
| • |
Air conditioning manufacturer |
| • |
Internet service provider |
| • |
Optometric practice |
| • |
Paint manufacturer |
| • |
Information technology |
| • |
Engineering |
| • |
Professional service company |
| • |
Oil reprocessing plant |
| • |
Car wash |
| • |
Jewelry store |
| • |
ESOP |
|
| Pension Valuations |
| • |
NASA |
| • |
Aerospace contractor |
| • |
Labor union |
| • |
Railroad retirement |
|
| Intellectual Property Valuations |
| • |
Patents |
| • |
Trademarks |
| • |
Copyright Royalties |
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