Advent Valuation Advisors offers focused, professional business valuations, intangible asset appraisals, and financial consulting services aimed at identifying, enhancing and protecting business value. Our professionals, including William Quackenbush, ASA, CBA, ABAR, the managing director of the practice, have a wide range of experience resulting from many years of work in their fields, as well as professional training and certification. While located in the Mid-Atlantic region, with offices in both the New York and Washington DC metro areas, our valuation assignments have taken us throughout North America and Europe. Our services include:
Business Valuation: Advent Valuation Advisors specializes in the valuation of closely-held companies, professional practices, and partnership interests. We perform business valuations on a confidential basis for business owners and their professional advisors for a variety of purposes:
- Estate and Gift Tax - business appraisals of control and non-control equity interests of both operating and asset holding companies, FLPs and other fractional ownership interests.
- Financial Reporting - valuations prepared for compliance with SFAS 141R (purchase price allocations, now referred to as FASB ASC 805, Business Combinations) and SFAS 142 (impairment of goodwill, now referred to as FASB ASC 350, Goodwill and Other Intangible Assets) and intangible asset appraisals.
- Transaction Support - consulting with buyers or sellers on valuation and value drivers.
- Shareholder and Divorce Litigation - supporting counsel and their clients in the valuation of business interests, professional practices, goodwill, and enhanced earnings (licenses and degrees) calculations.
Appraisal Review: Either as a result of time or money limitations, a client and/or his counsel is often unable to ascertain if a valuation report is accurate and supported. A few errors, omissions or intentional bias can result in a considerably erroneous conclusion of value, which can result in a miscalculation of hundreds of thousands of dollars.
Business Strategic Planning: Advent Valuation Advisors offers a wide range of planning services, including the analysis of market opportunities, the development of operating plans, and the building of detailed income and cash flow projections. Our planning efforts have helped businesses attain objectives, acquire debt or equity financing, and define performance-based compensation programs. The professionals at Advent Valuation Advisors have provided planning services to a wide range of business owners, encompassing start-up entrepreneurs looking for financing, high-tech companies seeking first-and-second-tier capital, and business owners seeking exit strategies in order to retire or move onto other ventures. We create focus on goals and identify workable strategies to meet these goals.
If you are interested in how our Valuation Services can benefit your company, please call and speak to William Quackenbush at 845.567.0900 or request more information.
Client Testimonials
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"I have worked with and recommended Bill to clients in need of business valuations over the years and each experience has been very successful. Clients enjoy working with Bill as he brings a creative approach to valuations which is firmly grounded in the law and fact. He is an excellent trial witness and enjoys a great reputation within the legal and accounting communities."
Howard Protter, Esq.
Attorney
Jacobowitz & Gubits -
"I have used Bill several times to provide valuations for operating businesses. I have found him to be responsive, top quality and reasonably priced. I will use him again and suggest you give him a chance as well."
Steven Diamond, Esq.
Attorney
Vergilis, Stenger, Roberts, Davis & Diamond -
"I am working with Bill on a complex litigation matter and he is an excellent source of information and has thoroughly analyzed and addressed the issues that have arisen. He has delivered an expert opinion in a well organized and efficient manner. I highly recommend his services."
Carmee Murphy, Esq.
Jacobowitz & Gubits -
"I have utilized Bill's appraisal services in the business valuation area for several years. His work is top notch and he finishes assignments quickly and efficiently. He is a total professional and extremely knowledgeable in the business valuation area. He is also very personable and cordial to clients. I would highly recommend Bill's services."
Paul Roberts
International Appraisal Company -
"William has always delivered what was promised on a timely basis and in a very professional manner and I would certainly recommend his services to other professionals."
Richard Merck
CPA, Partner
Merck CPAs & Consultants -
"Rick Freed was a pleasure to work with. He tackled an unusual situation with severe time constraints. I was pleasantly surprised when the project was completed on time and within budget. Rick took the time to explain complex financial concepts in terms I, a non-professional, could understand. Our CPA firm was as impressed with Advent Valuation as I was with Rick's perf" ... [read more]
George J. Dusek
CFP, VP
Apple Financial Services -
"Bill has provided valuation service for 2 of my firm's clients. His work has been timely and professional in both cases. Both clients provided positive feedback."
Michael Specht
Partner
Metis Group, CPAs -
"I first met Bill through a business associate of mine looking for someone to help evaluate our growing business. We met Bill at his office and from the beginning he made us feel very comfortable. He listened to our thoughts and we began immediately to brainstorm ideas, this was very important to me because he knew that being in business "time is money." He secured that wi" ... [read more]
Dan Tulp
Owner
Liberty Pest Control -
"Bill has done 3 or 4 valuations for me over the past few years and I have been very happy with his knowledge, communication throughout the process and results. I would highly recommend Bill."
Chris Albanese
Partner
Montgomery Physical Therapy -
"When we started working with Bill, my wife and I were in the beginning stages of starting a software company and needed a business plan and a line of credit. Bill worked with us to write our business plan and took the time to teach us the process so that we not only ended up with a good product, but a better understanding of the building blocks of a small business. Bill to" ... [read more]
Mike Hinckley
CEO
Easybus Software -
"Mr. Quackenbush was hired to conduct evaluation of businesses I owned and wanted to sell. He is particularly adept at conducting on target research to insure the data he compiles relates to the client's industry rather than simply providing generic data. He provided the reports in a timely fashion, well compiled and verifiable at every turn. His credentials and technical e" ... [read more]
Donna Cornell
Owner
Cornell B2B -
"Rick Freed has performed our corporate valuation for the last two years and I highly recommend him. He is incredibly intelligent, thorough, and professional. We have been extremely pleased with the final products and Rick's timeliness. We have enjoyed working with Rick and plan to continue to do so in the future."
Dominic A. LaPore
President & COO
IntelliWare Systems, Inc. -
"Bill has been both a client and respected adviser. His experience in banking, business consulting and valuation continues to prove to be invaluable to me as a business owner. The complex issues that surround companies in today's economic environment and their effects on the value of company assets, is why Advent will always be on my speed dial. As a highly credentialed pro" ... [read more]
David Cummings
CEO
Cool Life Systems -
"Seems to me that the best recommendation for Bill's work is that I hired him to personally evaluate a business I was going to purchase."
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"It is rare to find an individual who embodies the finest attributes of an academic and a businessman. However, Bill does embody both with a healthy dose of efficiency, common sense and humanity that makes him truly unique. His breadth of knowledge and experience, not to mention his mile long CV are all additional reasons for people to trust that he will deliver proper and " ... [read more]
Mendel Zilberberg
CEO
Global Strategic Staffing Solutions -
"Bill was our provider for the valuation of the component assets of an acquisition. He was a pleasure to work with and provided the proper results in a timely manner."
News & Updates
July 2010: William Quackenbush has been elected as Chair of the American Society of Appraiser's Business Valuation Committee, which is responsible for the education, valuation standards, and credentialing...(read more)
May 2010: John Wiley and Sons, Inc just published “IFRS Fair Value Guide: The IACVA International Handbook” (ISBN 978-0-470-47708-3) William Quackenbush is a contributing author to the text...(read more)
April 2010: William Quackenbush traveled to Moscow, Russia to teach two advanced business valuation classes...(read more)
Valuation Developments
Our quarterly newsletter, Valuation Developments, identifies key current tax court cases relevant to users of business valuations. Our archive of newsletters is available online. The archive provides the citation, a brief synopsis of the issues, and the complete case text.Advent Valuation
Advisors, LLC
New York, NY
212.308.4151
Montgomery, NY
845.567.0900
845.913.9251 (fax)
Fredericksburg, VA
540.371.7608
