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VALUATIONSANDCONSULTING.COM

Valuations and Consulting Home Page

Investment and Portfolio Analysis. We are located near Winston-Salem, NC, and can meet with you and your other advisors at your business, or the location of your choosing. P O Box 30, Bethania, NC 27010.

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Valuations and Consulting Home Page | valuationsandconsulting.com Reviews
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Investment and Portfolio Analysis. We are located near Winston-Salem, NC, and can meet with you and your other advisors at your business, or the location of your choosing. P O Box 30, Bethania, NC 27010.
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2 credentials
3 valuation services
4 business consulting
5 fiduciary consulting
6 assistance to charities
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Valuations and Consulting Home Page | valuationsandconsulting.com Reviews

https://valuationsandconsulting.com

Investment and Portfolio Analysis. We are located near Winston-Salem, NC, and can meet with you and your other advisors at your business, or the location of your choosing. P O Box 30, Bethania, NC 27010.

INTERNAL PAGES

valuationsandconsulting.com valuationsandconsulting.com
1

Asistance to Charities

http://www.valuationsandconsulting.com/AssistancetoCharities.htm

Investment and Portfolio Analysis. Often charities receive interests in closely-held entities as contributions, and need to either manage the holdings or sell them. Charities also need to agree to the value at which the interest was donated. Valuing the gift, or reviewing the value. Analyzing the investment attributes of the holding and recommending action. Negotiating with buyers and arranging transactions.

2

Investment and Portfolio Analysis

http://www.valuationsandconsulting.com/Investment&PortfolioAnalysis.htm

Investment and Portfolio Analysis. Investment and Portfolio Analysis. Valuing and reviewing the portfolio. Recommendations for raising cash needs and restructuring the investment portfolio. Periodic reviews during the estate administration periods as information and markets change.

3

Valuations and Consulting Home Page

http://www.valuationsandconsulting.com/index.htm

Investment and Portfolio Analysis. We are located near Winston-Salem, NC, and can meet with you and your other advisors at your business, or the location of your choosing. P O Box 30, Bethania, NC 27010.

4

Business Consulting

http://www.valuationsandconsulting.com/BusinessConsulting.htm

Investment and Portfolio Analysis. Occasionally, a closely held business must adjust to changed circumstances. Economic and/or industry changes are the most frequent issues requiring adjustments. The lack of successor management or the need to cash out on the investment is also an expected occurrence. There may be operational issues that need attention. Every closely held business owner needs to review estate planning considerations and the means of raising cash for taxes and estate needs.

5

Fiduciary Consulting

http://www.valuationsandconsulting.com/FiduciaryConsulting.htm

Investment and Portfolio Analysis. Iduciaries are held to a high level of responsibility for investments. Closely held and non-marketable investments require a special set of skills in order to manage appropriately. The knowledge required includes the considerations relative to:. Individual and fiduciary tax. Closely held business knowledge. We provide assistance to fiduciaries in the following areas:. Functional Structures and Operations. Committee Structures and Functions.

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Investment and Portfolio Analysis. We are located near Winston-Salem, NC, and can meet with you and your other advisors at your business, or the location of your choosing. P O Box 30, Bethania, NC 27010.

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