Professional Services Firm Experience

Professional services firms make up a large part of the U.S. economy, yet many appraisers understand them poorly. Conventional valuation techniques work poorly because of the need to understand the impact of personal goodwill (usually, of the owner) and the repeatability of revenue.  Many professional services firms hold significant value, but it is difficult to capture with conventional valuation models and conventional thinking.  Your advisor must understand these dynamics in order to produce a credible result and provide reliable advice.

Below is a partial list of engagements that Arpeggio Advisors’ professionals have completed in the professional services sector:

  • Appraisal of a law firm for transaction purposes
  • Appraisal of a numismatic grading firm for gift tax reporting purposes
  • Appraisal of a comic book grading firm for gift tax reporting purposes
  • Appraisal of a marketing services firm for transaction purposes
  • Appraisal of a marketing and event planning firm for shareholder buy-out purposes
  • Fairness opinion of a medical billing company in a take-private transaction
  • Fairness opinion of a medical management consulting company for transaction purposes
  • Appraisal of a specialty engineering firm for transaction purposes
  • Appraisal of a construction firm for gift tax reporting purposes
  • Appraisal of a psychiatric disability case management firm for shareholder buy-out purposes
  • Appraisal of a corporate crisis and threat of violence preparedness and response firm for shareholder buy-out purposes
  • Appraisal of a regional accounting firm for partner compensation purposes
  • Appraisal of a regional accounting firm for dispute resolution purposes
  • Appraisal of a psychiatric case management firm for transaction purposes
  • Appraisal of a corporate crisis response support firm for transaction purposes
  • Appraisal of an executive recruiting firm for succession planning purposes

Got a professional services firm and need help understanding its value?  Contact us to let us know how we can help!

Would you like more information? Contact us for a free consultation or if you'd like more literature to review.


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