est. 2004

American ValueMetrics

Comprehensive, customized valuations for clients nationwide
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Our Expertise

Valuation reports that are compliant with NACVA and USPAP standards, customized for each specific situation

COMPLIANCE/STATUTORY

401(K) Plan Transactions
ESOP Compliance
IRC 409a
Ownership Gift Transfers
Charitable Contributions
Minority Ownership Discounts
Trusts, Estates & FLPs

NON-TAX RELATED VALUATIONS

Buying/Selling
Partnership Changes
Mergers & Acquisitions

ASSET VALUATION

Our Team

Our team brings a broad range of expertise and experience to our valuation practice.  Our efficient processes allow us to serve our clients with high quality at a great value.

President, Managing Partner

Joanna Coy

Certified Valuation Analyst (CVA), Certified Machinery and Equipment Appraiser (CMEA), Financial Modeling

Partner

Hal Coy

Certified Public Accountant (CPA), Financial Modeling & Consultation

Founder, Managing Partner Emeritus, Senior Advisor

Gerald Barney

Certified Valuation Analyst (CVA), Master Analyst in Financial Forensics (MAFF), Business Brokerage

Partner

Hao Wu

Start-up and International Transaction Consultation

0
challenges to report
717401
spreadsheets created
1500
happy clients
15
years in business

Learn More...

Take a look into the wide variety of areas and topics we cover here at American ValueMetrics. There's more to business valuation than meets the eye!

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