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The right relationship is everything.

Providing expert financial consulting to the leaders of their industries

Business Valuations, Sales & Acquisition Consulting

Experienced, Diverse Consultants.

One of the specialty services our firm provides is valuing privately owned business enterprises. We handle valuations of many types and purposes covering a wide range of needs. Add to this our specialized training and purposeful focus, and you are assured of receiving supportive and supportable service.

Consider our firm your first choice or for a second opinion in any of the following areas:

  • Marital dissolution
  • Estate. gift, and income taxes
  • Family Limited Partnerships
  • Buy- sell agreements
  • Mergers, acquisitions, reorganizations and bankruptcy
  • Allocation of purchase price
  • Financing Purchase/Sale of a Business

The science of business valuations has come a long way in just the last five years. There has been an explosion of literature and court case law, and standards of professional practice have evolved considerably. As members of the National Association of Certified Valuation Analysts, in addition to Mr. Connally 's membership in The Institute of Business Appraisers, we are able to stay abreast of these developments and provide you with cutting-edge valuation services.

Whether you need a Comprehensive Valuation or a Limited Estimate of Value, we are confident we can deliver a superior valuation product with a personalized touch!

LEVELS OF VALUATION SERVICE

COMPREHENSIVE VALUATION: Required for pending litigation, partnership disputes, gift and estate tax planning, purchase/sale of a business, or financing needs. Our signature product can be prepared with or without Minority Shareholder or Marketability Discounts. Includes a thorough analysis, an explanation and supporting documentation. Requires 3-5 weeks to complete.

LETTER OPINION VALUATION: Often used for internal purposes including lender financing, purchase/sale of a business, and buy-sell agreements. Includes a conclusion of value with brief, generalized comments. Requires 1-3 weeks to complete.

LIMITED SCOPE VALUATION: Often used when current market value of business is required without all of the supporting documentation. Includes an estimate of value. Requires 1-2 weeks to complete.

We can transform your search/or a trusted advisor into worry-free confidence!

WHAT ARE THE TEN MOST COMMON ERRORS FOUND IN VALUATION REPORTS?

  1. Failure to define purpose and standard of value
  2. Failure to discuss company background, industry, market, competition and economic environment
  3. Inadequate financial analysis
  4. Mathematical errors
  5. Use of formulas with no explanation
  6. Failure to define earnings
  7. Inconsistent application of discount or capitalization rates
  8. Leaps of faith regarding rates, premiums, discounts
  9. Improper use of comparable companies
  10. Lack of disclosure of information sources

Can your clients afford to have errors in their valuation reports?

If you need professional help, please give me a call.

 


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Our Specialties

  • Oil & Gas

    Our team of financial professionals works in partnership with oil and gas companies to help them navigate the dynamic energy market and optimize operations for maximum profitability...
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  • Manufacturing

    We understand that operating a successful manufacturing business can be overwhelming, considering the complexity of tax regulations and paperwork involved. We are keenly aware...
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  • Real Estate

    Our firm has earned an excellent reputation working with clients focused on the real estate industry, including commercial, industrial, residential, and shopping center owners, developers...
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  • Professional Athletes

    Professional athletes have unique needs when it comes to accounting and taxes. Our firm has specialized expertise to help pro athletes maximize their wealth and reduce taxes. ...
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  • Farm & Ranch

    With extensive experience providing full-service tax and accounting to the farming and ranch industry, we are intimately familiar with cash flow management, depreciation and tax benefits...
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Our New Website!

Connally & Associates, P.C. is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.

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