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Working with our clients.
| Do you need immediate help with an accounting or tax questions? Are you considering
making a financial gift and want to know the impact it may have on your estate? Just call
a professional at Carneiro, Chumney & Co. Over 80 years of service tells you that we are
client focused and responsive! We don’t just tell you that we offer excellent client service,
we do it every day.
If you want the level of service that the rest of our clients have received for the last 80
years - contact us.
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| Business Valuation Services
Consult with us to maximize the value of your business through benchmarking and
planning for increased value. Our diverse services include helping you transfer the
business within your family. We know it can be an incredible challenge to determine
the worth of a private enterprise. It is more than the sum of property, office
equipment and profit margins.
That’s why Business Valuation Services are an increasingly critical financial tool for
private businesses. Through careful analysis of a business’ financial records, future
worth potential, diverse assets, operations, procedures and other complex facets of the
enterprise, we can help you arrive at a reasonable value determination for company
executives, owners, investors and other stakeholders.
Entrepreneurs, executives and stakeholders trust Carneiro, Chumney & Co. because
we have a detailed understanding of the specific issues that affect your business and
industry. Our knowledge of the South Texas business landscape, sharpened through
well-established community relationships and contacts, amplifies our experience.
Formal Appraisal Report
Following a comprehensive review, we will issue a written report on your business
that meets all taxation requirements and industry standards.
Valuation Consulting
This provides you with an indication of your business’ value for internal use. This can
be especially valuable for strategic planning to position your business for future success
and stability.
Our Valuation Professionals are most experienced in the following industries:
• Medical
• Manufacturing
• Distribution
• Service
• Retail
Business Valuation is an essential service for:
• Partnership Disputes
• GiftTaxes
• Succession and Estate Plans
• Divorce
• Family Limited Partnerships
• Financial Benchmarking
• Merger and Acquisition
• Venture Capital or Bank Financing
• Litigation Consultation
• Buy/Sell Agreements
• Intangible Assets
Contact Joyce Skekel if you’d like to discuss how we can help you with business valuation.
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