 |
|
|
Qualifications and Capabilities |
|
- Associate Professor of Finance at Bentley College
- Daubert-qualified expert witness on business valuation
- Valuation for Financial Reporting
- Acquiring and Divesting a Business
- ESOPs
- Fairness Opinions, Recapitalizations, and Bankruptcies
- Business Succession and Buy-Sell Agreements
- Estate Plans, Gifting, and Estate Tax Filings
- Family Limited Partnerships & LLCs
- Merger & Acquisition Strategies
- Litigation Support and Expert Testimony
|
|
|
|
|
|
A Unique Solution for Advisors
|
|
Our Value Estimate Service is the ideal solution for CPAs and financial advisors to move
business owners forward to implement succession and estate plans:
- The right price
- Fast results
- Focuses owners on their most valuable asset.
To learn
how advisors from Lincoln Financial, MassMutual,
and National Financial Partners and independent CPAs are expanding their practices with Axiom, call Roger Winsby or click here.
|
|
|
Testimonials
|
|
"The process used by Axiom is very efficient. I was extremely impressed with the level of understanding Axiom had of our business from the information given to them. When we had our phone interview, it was clear that they had done their homework and really understood our business. The level of detail in the valuation was very complete."
Michele Wong Synergex Sacramento, CA |
|
 |
Featured Book
|
|
|
 Principles of Private Firm Valuation
By Dr. Stan Feldman
|
|
|
|
|
|
