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BUSINESS VALUATIONS

Haverford Capital Advisors and its financial professionals specialize in business valuation and security analysis for both privately held and publicly held companies. We provide a broad spectrum of valuation and advisory services for a variety of purposes, including:

  • The sale or purchase of a business interest
  • Minority interest transactions
  • Evaluation of merger or acquisition offers
  • Estate, gift, and income tax planning and compliance
  • Litigation support and dispute resolution
  • Fairness opinions regarding proposed transactions
  • Financing and solvency analyses
  • Determining the appropriate discounts for lack of marketability and minority interest considerations for limited partnerships and limited liability corporations
  • Employee Stock Ownership Plans
  • Charitable contributions

Our professionals have extensive experience in the valuation of closely-held firms and other business interests in virtually every industry, along with the analysis of a vast array of intangible assets and intellectual property. This experience enables our specialists to select the proper valuation approach, compile the facts, perform a detailed analysis, and reach a thoroughly supportable conclusion of value. Comprehensive business valuation is not simply conducted through the application of routine accounting principles. Rather, it is based on the principles of corporate finance; we must understand the underlying investment risks and rewards of each business we are asked to value. It also requires a solid grounding in those approaches to valuation which are used in the courtroom, before the IRS, and in the marketplace. Haverford Capital Advisors provides solid documentation and review on all assignments to insure consistent quality and competent valuations.

Haverford Capital Advisors adheres to the rigid ethical standards set by the American Society of Appraisers and the Association for Investment Management and Research. We pride ourselves on our written reports, which present our valuation methodology, its applications, and our conclusions in a comprehensive, understandable manner. Our reports conform to the Uniform Standards of Professional Appraisal Practice. The work of the professionals of Haverford Capital Advisors has been reviewed and accepted by many of the premier legal, banking, and accounting firms in the country, along with various governmental agencies, including the Internal Revenue Service.

The professionals of Haverford Capital Advisors have completed in excess of 1,500 valuations of closely held companies in their combined 40 plus years of valuation experience. Haverford Capital Advisors serves numerous clients throughout the United States, including small start-up ventures, 100+ year old private companies, major NYSE corporations, and government agencies. We also serve many of the nation's leading legal, banking, accounting, and financial planning firms on valuation matters. We have written for various publications on the topic of business valuation, and have frequently served as speakers for professional organizations.

As an independent firm, we can offer truly objective and reliable advice. We believe that our clients are best served by this independent and objective perspective. Our valuation fees are not contingent upon consummating a transaction. Our independence affords an unimpeachable credibility during a challenge by a reviewer of our analysis.

Haverford Capital Advisors, Inc.
Paoli Executive Green, 41 Leopard Road, Suite 305, Paoli, PA 19301
(610) 407-4020 fax: (610) 407-4028