Appraising Businesses in Arizona since 1978

Business owners often need to have their company’s stock appraised by an impartial expert. A qualified independent appraiser can provide the necessary experience to reach a sound conclusion.

Centerpoint Advisors, Inc. is a firm of professional appraisers specializing in the analysis and valuation of business interests. Jeffrey Wright, President, has appraised hundreds of companies since 1977 and has taught business valuation courses for the American Society of Appraisers. He has appeared as an expert witness in many cases since 1979.

The primary objective of our appraisals and analytical reports is to reach a logical conclusion in conformance with the highest professional standards. We have appraised small businesses with a few employees and large companies with hundreds of workers and revenue in excess of $100 million. We specialize in providing cost effective services to mid-size companies with annual revenue from $5 million to $75 million. We have also been appraising ESOP shares since 1982.

The need for independent valuations has increased substantially in recent years. The Internal Revenue Service, Department of Labor, Small Business Administration, and state and federal courts are requiring professional appraisals in matters concerning the value of shares in closely held companies and in limited partnerships.

Business appraisals may be necessary for many different purposes.
 

Reasons for Appraisals

Estate and Gift Tax Estate Planning Stockholders’ Buy/Sell Agreement Employee Stock Ownership Plan (ESOP)   Charitable Contribution Purchase or Sale Stock Redemption Profitability Improvement Divorce Economic Damages Dissenting Shareholder Action Fairness Opinion Eminent Domain

Centerpoint Advisors is often retained by attorneys on behalf of their clients, or directly by business owners. We also prepare valuations for banks, trust companies, accountants, insurance agents, executors, financial planners, and minority shareholders. In each case, the analysis and report are confidential.

The appraisers at Centerpoint Advisors have analyzed businesses in many different industries to determine fair market value, economic damages, and plans to improve profitability. These include:

Businesses Analyzed

Manufacturers Wholesalers Retailers Engineers and Consultants Service Companies Software Companies Contractors Developers Medical and Technology Companies

Depending on the type of business or the purpose of the appraisal, different valuation methods may be appropriate. The training and experience of the appraiser are very important in selecting and using the proper approach.

With more than 25 years of business appraisal experience, Centerpoint Advisors has accumulated a substantial library of valuation information. In addition, we maintain affiliations with outside consultants including machinery and equipment appraisers, tax planners, real estate appraisers, retirement plan consultants, actuaries, and certified public accountants.