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Business Appraisal &

 Valuation Services

Middle South provides valuations of private companies, business units, professional practices and partnership interests.  Middle South prepares independent, professional valuations for a variety of purposes including:

  • Employee Stock Ownership Plans (ESOPs)
  • Mergers & Acquisitions
  • Recapitalizations
  • Charitable Contributions
  • Estate and Gift Tax Documentation
  • Litigation
  • Management Buyouts
  • Leveraged Buyouts
  • Shareholder Buy/Sell Price Determinations
  • Shareholder Disputes

To accommodate the specific needs of individual investors, business owners and corporations, Middle South offers several levels of valuations:

  • Comprehensive Formal Valuation - provides the client with a comprehensive and fully documented opinion of value. This level of valuation is designed to be utilized in circumstances where it is necessary to support value to 3rd parties or outside entities in addition to the client. Examples include valuations for estate planning, litigation and ESOPs.
  • Limited Valuation - arrives at the value conclusion utilizing established valuation procedures, but is more limited in scope and reporting format than the Comprehensive Formal Valuation. This valuation is ideal for internal purposes. An example appropriate for this approach would be an amicable shareholder buyout or as a tool when an owner or corporation wants to ascertain the business value to determine if the time is right for the sale or divestiture of the business.
  • Target Acquisition Valuation - determines the value of a potential acquisition target. The Target Acquisition Valuation is utilized by corporations and entrepreneurs who are engaged in acquisition discussions and need assistance determining the fair market value of the acquisition target. The study usually includes an industry analysis and competitive overview to assist the corporation or entrepreneur in determining the target's strengths and weaknesses. This valuation utilizes Middle South's extensive valuation experience in conjunction with specific knowledge of the transaction marketplace to arrive at a value based on sound financial theory/economic principles, and market conditions.

Middle South has made a commitment to maintaining the highest professional standards and credentials related to the valuation process. This professional capacity is complemented by the firm's investment banking market perspective derived from more than 20 years experience in the merger, acquisition, divestiture and financing business. Our combination of technical expertise and market perspective results in highly accurate valuations for the client. 


 

Other Services:

 

 

 

Middle South Ventures, Inc.

2895 Hwy 190 - Suite 214

Mandeville, LA 70471

985.727.3220 - 985.727.3236 - fax

800.782.1417 - 985.778.9898 - cell

 

Trade Marked 2001 - Middle South Ventures, Inc. - All Rights Reserved