Corporate Valuation Services

Hilliard Lyons offers a suite of valuation and related services to assist companies, their shareholders and advisors in corporate planning and transactions. Whether through informal consultations or formal opinions of value, our professionals offer objective and credible analysis that provides a basis for management decisions. Listed below is a representative sample of the types of corporate valuation services we can provide.

  • Shareholder transactions
  • Corporate reorganizations
  • Family business planning
  • Obtaining financing
  • Dissenting shareholder disputes
  • Estate and gift valuations
  • Incentive compensation, phantom stock, etc.
  • Buy/Sell agreements
  • Spin off of a business segment
  • Going public or private
  • Employee stock ownership plans
  • Bankruptcy and restructuring
  • Acquiring a business
  • Intangible asset appraisals