Who We Value

Contact

James P. Schnell, CPA Mengel Metzger Barr (MMB)

James P. Schnell, CPA/ABV, CVA

585-423-1860

jschnell@mmb-co.com

 

James' Bio >

 

Who We Value

You could hazard a guess as to the value of your business, but could you afford to? When situations call for accuracy, you can count on the Business Valuation team at MMB to provide the information you need to make informed financial decisions.  

Our team—made up of Certified Valuation Analysts (CVA) and CPAs who have earned the Accredited Business Valuation (ABV) through the American Institute of Certified Public Accountants—has the training and experience needed to provide accurate findings in many situations, including sale or purchase agreements, restructuring and recapitalizations, estate planning and taxation, and stock options and shareholder disputes. It’s the kind of training and experience that provides clear, accurate and actionable answers. And no guesses.


MMB provides Business Valuation Services for many situations, including:

  • Buy/sell agreements
  • Financial restructuring and recapitalization
  • Small Business Association loans
  • Succession planning
  • Stock options
  • Estate planning and taxation
  • Gift taxes
  • Litigation support
  • Employee stock option plans (ESOP)
  • Shareholder disputes
  • Goodwill determinations under ASC 05 (formerly SFAS 141R): financial reporting asset purchase price allocation
  • Goodwill impairment testing and analysis under ASC 350 (formerly SFAS 142)
  • Purchases or sale of closely held business or business interest