Memphis Business Valuation Expert Directory

Miles Mason Family Law Group, plc, National Forensic Accounting and Business Valuation Professional Listing Pages

There are four leading organizations who certify business valuation appraisers. Each organization provides a web site explaining the respective certification's requirements and other helpful business valuation information.

Also, learn about USPAP and the Appraisal Foundation at: www.appraisalfoundation.org. The Board of Trustees of the Appraisal Foundation appoints the Appraisal Standards Board (ASB). The ASB develops, interprets and amends the Uniform Standards of Professional Appraisal Practice (ASPAP). USPAP are the generally accepted standards for professional appraisal practice in North America. USPAP contains standards for all types of appraisal services. Standards are included for real estate, personal property, business and mass appraisal.

For helpful advice for attorneys, see the discussion following the Directory.

Memphis Business Valuation Expert Directory

Mercer Capital 
5860 Ridgeway Center Parkway, Suite 400 
Memphis, TN 38120 
901.685.2120 
Z. Christopher Mercer, ASA, CFA 
Wendy S. Ingalls, CBA, ASA, CPA 
Timothy Robertson Lee, ASA 
Andrew K. Gibbs, CFA, CPA, ABV 
Matthew R. Crow, ASA 
Travis W. Harms, CPA/ABV, CFA 
http://www.bizval.com 

Robert Vance CPA/ABV/CFF, CVA, CFP 
Lattimore, Black, Morgan & Cain, P.C. 
10024 Investment Drive, Suite 200 
P. O. Box 23530 
Knoxville, Tennessee 37933-1530 
Phone (865) 862-6532 
rvance@lbmc.com 
http://www.valuationlitigation.com 

Stephen M Balton CPA, CVA 
Balton & Assocaites 
5178 Wheelis Drive, Suite 5 
Memphis, TN 38117 
(901) 761-3171 
sbalton@baltoncpas.com 

T. Alexander Ivy, ASA 
Ivy McLean & Ivy, PC 
5350 Poplar Avenue 
Suite 430 
Memphis, TN 38119 
(901) 685-1040 
http://www.ivymclean.com 

David A. Harris, CFA, ASA 
Douglas K. Southard, DBA, CFA 
Mark A. Orndorff, CFA, ASA 
Owen T. Johnson, CPA/ABV, CBA, ASA 
Southard Financial 
5050 Poplar Ave, Suite 1925 
Memphis, TN 38157 
(901) 761-7500 
http://www.southardfinancial.com 

Bobby W Evans, Jr. CPA, CVA 
Stallings & Associates, CPA�s, PLLC 
3333 Kirby Parkway 
Memphis, TN 38115 
(901) 365-7770 
bobby.evans@stallingscpas.com 

Richard W. Nokes CPA, CVA, ABV 
Business Valuation Services 
(Limited to valuation of automobile dealerships) 
P. O. Box 770155 
Memphis, TN 38177 
(901) 767-8584 
rnokes@comcast.net 

The Marston Group 
Mark Strickland CPA, CVA 
Caren Creason CPA, CVA 
6055 Primacy Parkway, Suite 450 
Memphis, TN 38119 
(901) 761-3003 
info@themarstongroup.com 

N. Gordon Thompson, CPA, CVA 
Thompson Dunavant PLC 
Clark Tower, 30 th Floor 
Memphis, TN 38137 
(901) 685-5575 
http://www.thompsondunavant.com 

Lee Denton, JD/CPA, CVA 
P. O. Box 3827222 
Germantown, TN 38183 
901-488-0493 
dentonattycpa@yahoo.com 

FOR ATTORNEYS

Buy and read: The Lawyer's Business Valuation Handbook: Understanding Financial Statements, Appraisal Reports, and Expert Testimony, by Shannon P. Pratt. For purchasing information see: www.abanet.org/abastore. This book is by far the best and most understandable business valuation reference for lawyers. If this book does not address a particular business valuation topic, a lawyer is unlikely to need to understand it.

The following is a basic list of questions when interviewing a potential business valuation expert:

• List education, training, and experience
• List prior testifying experience (list of court room and deposition)
• Explain why their credentials are good/better/best
• Ask for all articles/books/speeches published (get copies of everything written) – to prevent surprise on cross-examination
• List prior testifying experience in subject's business industry (can be extremely helpful but exact experience is not necessary)
• Some potential experts will prepare for the meeting by performing limited research on the industry or subject business (very helpful)
• Determine number of times engaged by opposing counsel
• Determine friendships or possible conflicts with potential witnesses
• Determine expert's practice about retaining work papers (read about work paper retention policies in Shannon Pratt's book)
• Engagement fees, costs, and review "standard" engagement agreement
• Hired by client or lawyer? Who is legally responsible for expert's fee

Also, read The Top Ten Things Every Attorney Should Know about Business Valuation by Z. Christopher Mercer

Family law attorney and former CPA, Miles Mason, Sr. can assist attorneys with business valuation portions of divorce cases. Miles Mason, Sr. is also available to provide mediation and Rule 31 Case Evaluation services in matters involving business and complex asset valuations issues.

Seminar: TBA Tennessee Business Valuation Law Miles Mason, Sr. and W. Robert Vance, CPA, CVA, CFP

Article: Engaging a Business Valuation Expert by Miles Mason, Sr.

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