Advisory Services
You make important decisions.
BatesCarter can help you make them better.
With all of the options you have, how can you make the best decisions about the path ahead for your company, family or client? For more than four decades, BatesCarter has been helping business owners, individuals and their advisors make smart choices about the future.
Our reputation in the advisory arena has earned us business from around the region. Clients count on BatesCarter’s knowledgeable professionals for an unbiased perspective, creative thinking and sound technical advice. As business owners ourselves, we understand the issues involved, and we recognize that the stakes can be very high.
Business Valuation Services
A business valuation is required in many circumstances, including estate and gift tax filings, adding a partner, buying or selling a company, settling a business dispute or dividing marital assets, to name a few. Working with BatesCarter’s qualified, credentialed personnel ensures that every valuation meets the highest standards of objectivity. Our highly experienced appraisers deliver credible, unbiased opinions that are invaluable to all users.
Litigation Support Services
Litigation often requires expert witnesses who can defend their assessments or calculations in court. Many attorneys rely on BatesCarter experts, who are known for their thoroughness, integrity and credibility. We work closely with attorneys to provide unbiased feedback that will assist in advocating their client’s position. We are especially skilled at clarifying complex financial matters for judges or juries.
Merger & Acquisition Services
Buying or selling a company demands keen business sense and attention to detail. BatesCarter facilitates transactions by providing sound guidance at every stage of the deal. We assist buyers with due diligence, projections and financing, ensuring that the target company is worthy of their investment. We help sellers position themselves attractively, with a compelling narrative, sound financial statements and clean tax returns that invite potential buyers.
Business Consulting Services
As trusted advisors, we’ve assisted clients with a wide range of business decisions and challenges over the years. Because we know our clients so well, we understand their motivations and needs. From the big picture down to the small details, we can offer practical recommendations about the most effective ways to achieve your goals and contain your risk. Our consulting services include succession and estate planning, internal controls analysis, projections, strategic planning, and software and general ledger consulting.
With BatesCarter’s advisory services, you can work on your business, not just in it. By offering our advice and expertise as you face important decisions, we assist in guiding your future. Always.
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Services
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Advisory Services
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Business Valuation
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Litigation Support
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Merger & Acquisition
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Business Consulting
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