Trinity Valuation Consulting Group, PLC is a new financial consulting firm providing business valuation, litigation support, business transaction, and other consulting services. The firm was launched by partners Wayne Kirk, Travis McMurray, and Jason Fleming. While based in the Eastern United States, Trinity services clients throughout the US and abroad. The Trinity team consists of highly trained professionals with advanced degrees and experience in accounting, finance, and business.
Adam K. Treiger concentrates his practice on complex employment and business law counseling and litigation. He helps guide organizations through legal issues and represents them in court, administrative, or arbitration settings regarding claims like wage/hour, discrimination, harassment and wrongful termination disputes. He also handles business transactions like drafting agreements and forming business entities. Treiger is passionate about using the law as an effective way to resolve civil disputes.
Donald Miod oversees accounting, tax and litigation services at Miod and Company, LLP. He has extensive experience with asset tracing models, certifications, publications and speaking engagements. Beyond his skills, Miod is committed to his profession and community through various volunteer roles and memberships in professional associations
CBIZ is a large national consulting and accounting firm that helps businesses grow through managing finances, risk, and employees. It has over 100 offices, 4,000 professionals, and serves over 90,000 clients. CBIZ provides services including benefits consulting, insurance, financial and accounting services, human resources, retirement plans, and more to help businesses improve efficiency and profitability. The company is committed to providing individual attention, responsive service, and proactive solutions to help clients achieve their goals.
This document provides details about a webinar on GASB Statement No. 72 regarding fair value measurement and application. The webinar was scheduled for July 8, 2015 from 12-2 pm CT and included presentations from Justin Glasser, Adriane Bookwalter, Deborah Beams, Robert E. Dietrich, and Marius Andreasen. The webinar covered using the technology for the event, disclaimers, and brief biographies of the presenters, focusing on their professional experience and roles relating to fair value measurement, financial reporting, and GASB standards.
We have served West Michigan since 1973 and provide customers with high quality insurance and risk management services. We represent a carefully selected group of reputable insurance companies and work to ensure customers receive fair claim payments. Our experienced advisors can help both individuals and businesses protect their assets through a variety of insurance options.
FSC Professionals is a professional services firm that provides accounting, tax, advisory, and compliance services to small and medium-sized businesses. They aim to build trusting relationships with clients and help them create value. Their services include bookkeeping, risk assurance, tax services, corporate advisory, strategy, operations, people and change management, and finance and accounting. Notable clients include Red Media Africa, Cochrane International, Knight Templars Limited, and Duke Energy Limited. The firm is led by Principal Partner Isaac Olu-Joshua and Senior Partner Solomon Obinomen.
McGovern & Greene LLP is a partnership of CPAs, forensic accountants, fraud examiners, and investigators committed to helping clients preserve, protect, and recoup their most valuable assets. They provide forensic accounting, valuations, expert witness and litigation services, fraud examinations, investigations, compliance assessments, financial due diligence, and government contract consulting. With over 100 combined years of experience, they aim to provide effective, pragmatic solutions to complex challenges through understanding their clients' culture and mission.
This document provides an overview of the services offered by Smith Cooper, an accounting and business advisory firm. It outlines their range of services including accounting and compliance, audit and assurance, business advisory, insolvency services, corporate finance, employment services, funding solutions, HR, payroll, restructuring and rescue, tax, and tax investigation services. It also provides brief descriptions of each service area and contact information for their experts. The document is aimed at promoting Smith Cooper's services to potential clients.
The document discusses wealth management and financial planning services provided by McKinley Carter Wealth Services. The services include comprehensive investment strategies, retirement planning, estate planning, banking/debt services, risk management, career/business consulting, and institutional investment/retirement plan services. McKinley Carter aims to help clients effectively manage their finances to achieve their goals and priorities in life.
Adam K. Treiger concentrates his practice on complex employment and business law counseling and litigation. He helps guide organizations through legal issues and represents them in court, administrative, or arbitration settings regarding claims like wage/hour, discrimination, harassment and wrongful termination disputes. He also handles business transactions like drafting agreements and forming business entities. Treiger is passionate about using the law as an effective way to resolve civil disputes.
Donald Miod oversees accounting, tax and litigation services at Miod and Company, LLP. He has extensive experience with asset tracing models, certifications, publications and speaking engagements. Beyond his skills, Miod is committed to his profession and community through various volunteer roles and memberships in professional associations
CBIZ is a large national consulting and accounting firm that helps businesses grow through managing finances, risk, and employees. It has over 100 offices, 4,000 professionals, and serves over 90,000 clients. CBIZ provides services including benefits consulting, insurance, financial and accounting services, human resources, retirement plans, and more to help businesses improve efficiency and profitability. The company is committed to providing individual attention, responsive service, and proactive solutions to help clients achieve their goals.
This document provides details about a webinar on GASB Statement No. 72 regarding fair value measurement and application. The webinar was scheduled for July 8, 2015 from 12-2 pm CT and included presentations from Justin Glasser, Adriane Bookwalter, Deborah Beams, Robert E. Dietrich, and Marius Andreasen. The webinar covered using the technology for the event, disclaimers, and brief biographies of the presenters, focusing on their professional experience and roles relating to fair value measurement, financial reporting, and GASB standards.
We have served West Michigan since 1973 and provide customers with high quality insurance and risk management services. We represent a carefully selected group of reputable insurance companies and work to ensure customers receive fair claim payments. Our experienced advisors can help both individuals and businesses protect their assets through a variety of insurance options.
FSC Professionals is a professional services firm that provides accounting, tax, advisory, and compliance services to small and medium-sized businesses. They aim to build trusting relationships with clients and help them create value. Their services include bookkeeping, risk assurance, tax services, corporate advisory, strategy, operations, people and change management, and finance and accounting. Notable clients include Red Media Africa, Cochrane International, Knight Templars Limited, and Duke Energy Limited. The firm is led by Principal Partner Isaac Olu-Joshua and Senior Partner Solomon Obinomen.
McGovern & Greene LLP is a partnership of CPAs, forensic accountants, fraud examiners, and investigators committed to helping clients preserve, protect, and recoup their most valuable assets. They provide forensic accounting, valuations, expert witness and litigation services, fraud examinations, investigations, compliance assessments, financial due diligence, and government contract consulting. With over 100 combined years of experience, they aim to provide effective, pragmatic solutions to complex challenges through understanding their clients' culture and mission.
This document provides an overview of the services offered by Smith Cooper, an accounting and business advisory firm. It outlines their range of services including accounting and compliance, audit and assurance, business advisory, insolvency services, corporate finance, employment services, funding solutions, HR, payroll, restructuring and rescue, tax, and tax investigation services. It also provides brief descriptions of each service area and contact information for their experts. The document is aimed at promoting Smith Cooper's services to potential clients.
The document discusses wealth management and financial planning services provided by McKinley Carter Wealth Services. The services include comprehensive investment strategies, retirement planning, estate planning, banking/debt services, risk management, career/business consulting, and institutional investment/retirement plan services. McKinley Carter aims to help clients effectively manage their finances to achieve their goals and priorities in life.
Grant Thornton Isle of Man business services brochureLee Penrose
Grant Thornton Isle of Man provides a wide range of professional business services including audit and assurance, accounting, taxation, internal audit, and international corporate services. They work in partnership with local businesses to help them achieve their goals through high quality expertise. Grant Thornton combines technical skills with industry experience and understanding of clients to provide strategic advice and support to help businesses unlock their growth potential. They take a personalized, hands-on approach to client services.
McGovern & Greene LLP is a partnership of CPAs, forensic accountants, fraud examiners, and investigators. They provide litigation support, expert witness testimony, forensic accounting, business valuation, corporate compliance/internal investigations, fraud examinations, and other services. Their team has over 100 combined years of experience in these fields. They aim to build lasting relationships with clients and provide effective, pragmatic solutions to complex challenges.
Vyman Solicitors is seeking ambitious individuals to join their growing law firm. Candidates should have strong academic records and technical legal skills. Additionally, the firm values those with personality, intellect, flexibility, and business acumen to deliver pragmatic legal advice. Successful candidates will benefit from hands-on experience, career development support, and mentoring from experienced Directors and Solicitors. The collegial culture allows professionals to both work independently and collaborate across departments.
Wealth Management For Entrepreneurs (Client Journey)Robert Wilcocks
Wilcocks & Wilcocks provides wealth management services for entrepreneurs through their CLEARER program. The 7-step program includes clear thinking discovery, lifestyle financial planning, evidence based investing, allowance and tax planning, risk management, estate planning, and review. The goal is to help clients plan better, invest better, and live better by gaining clarity on their goals and situation, creating a financial plan, implementing optimized investments, managing risks, and ensuring assets pass smoothly to beneficiaries.
Sladen Legal is a law firm based in Melbourne, Australia that has been operating for over 100 years. It prides itself on embodying the passion and entrepreneurial spirit of its clients in a refreshingly different yet traditionally grounded approach. The firm focuses on representing private enterprise and achieving results for clients that can change lives, businesses, industries, and communities. It specializes in various legal services relevant to business, including commercial disputes, tax disputes, mergers and acquisitions, business structuring, property and development, intellectual property, business and personal succession planning, family business matters, and taxation.
Is Legal Representation the Piece That is Missing in Your Business?MendenFreiman LLP
We often take our clients through their entire business cycle from start-up, to growth, maturity and ultimately to a sale that results in their financial freedom.
This document summarizes an article from the Winter/Spring 2015 issue of Family Lawyer Magazine. The article discusses how to determine if a law firm's website is optimized for smartphones. It notes that smartphone use is increasing, with over half of all website visits now coming from smartphones. The article provides tips for law firms, including using responsive design so the website automatically adjusts to different screen sizes, keeping pages lightweight with minimal images and text, and testing the site on various devices. It emphasizes the importance of prioritizing mobility so prospective clients can easily access information from their smartphones.
Farmers Insurance offers opportunities for entrepreneurs to own their own insurance agency through Farmers' training program and support system. The agency ownership path involves getting licensed, developing a business plan, finding an office location, and receiving ongoing support from Farmers staff in areas like marketing, training, and funding. Current agency owners have found success and high incomes by leveraging Farmers' established brand and resources.
Bennett Brooks provides forensic accounting and litigation support services for solicitors. Their team of experts can prepare schedules of special damages, calculate loss of earnings, and provide forensic reports to support personal injury, criminal, and commercial cases. They aim to reduce demands on solicitors' staff by taking on tasks like preparing schedules. Using Bennett Brooks is advantageous because it provides extra capacity, competitive rates, and ensures cases are handled by experienced professionals on a guaranteed timeline.
Bennett Brooks provides forensic accounting and litigation support services for solicitors. Their team of experts can prepare schedules of special damages, loss of earnings, and other documents to assist with personal injury, clinical negligence, and other legal cases. They aim to increase law firms' profitability by taking on time-intensive tasks like document preparation and allowing solicitors to focus on legal matters. Bennett Brooks offers competitive rates and allows law firms to bill their fees out to clients.
Pragmatic financial strategies, inc. about usJason Culp
Pragmatic Financial Strategies, Inc. is a full service financial planning and tax preparation firm located in Atlanta, Georgia that offers a wide range of services including insurance and risk management, investment counseling, estate planning, asset accumulation, retirement planning, and tax planning and forecasting to help clients reach their financial goals through a pragmatic approach. The firm is managed by professionals with strong ties to Atlanta and certifications in financial planning, tax preparation, and counseling.
NH&M is one of the larger certified public accounting firms in Palm Beach County, Florida, having been formally organized in 1961. They provide quality accounting, tax, auditing, and advisory services to meet clients' needs and help them succeed. As a member of an international network of independent accounting firms, NH&M can offer services across the U.S. and in over 80 other countries. While large enough to have experienced specialists in many areas, NH&M prides itself on offering responsive, personalized attention to clients.
Corporate Spur aims to be a global leader in corporate advisory services by providing excellent quality secretarial, legal, financial, and HR consulting services to help clients focus on their business needs. They assist with corporate governance, compliance, financing, taxation, intellectual property, and other business matters. The company is a team of experts that offers personalized solutions and dedicated points of contact for domestic and international clients.
Wealth Advisors Trust Company offers trust administration and fiduciary services to advisors and their clients in a custodian-neutral manner. They believe in challenging the traditional trust company model by putting advisors in primary control of the client relationship and ensuring trust portability. Their services include trustee and administrative functions for various personal and charitable trusts. They are based in South Dakota to take advantage of that state's favorable trust laws including no income or capital gains taxes and unlimited trust durations.
N R Doshi & Partners, UAE’s renowned public accounting firm, is driving growth through expertise for its clients business for more than 30 years.
Headquartered in Dubai, N R Doshi & Partners has 7 offices in UAE, employing over 100 professionals.
The firm consistently ranks among the top firms in the UAE and continues a dominant presence in the industry, driven by results and set on the bedrock of trust.
N.R. Doshi offers a plethora wide gamut of services audit assurance, advisory, company incorporations andoutsourcing services.
This document provides a firm profile for N.R. Doshi & Partners, a public accounting firm in the UAE. It outlines the firm's services including audit and assurance, advisory, outsourcing, corporate secretarial services. It highlights the firm's industry expertise, leadership team, and international affiliation with DFK International which allows it to service clients globally. The firm prides itself on its experienced professionals and long-standing client relationships built on quality service.
The document discusses Concierge Planning services offered by Northwestern Mutual that provide customized wealth management, estate planning, business succession planning, and retirement planning solutions through a dedicated team of experts to meet the complex financial needs of high-net-worth clients. The Concierge Planning team works with clients and their other advisors such as attorneys and accountants to develop and implement comprehensive financial plans and ensure clients' estate planning wishes are carried out efficiently.
This document summarizes the post-confirmation bankruptcy services provided by Pachulski Stang Ziehl & Jones LLP (PSZJ), the largest bankruptcy firm in the US. It describes their expertise in areas like avoidance/preference analysis and litigation, claim reconciliation and litigation, asset recovery and liquidation, asset sales, and wind downs. It highlights their proprietary software and unique litigation approaches. It also provides brief biographies of four partners in the firm's Post Confirmation Group and lists some representative matters they have handled.
Navigant valuation services accounting and taxation march 2015Thomas J. McNulty
Navigant Consulting provides valuation services for accounting, taxation, and commercial purposes. They have expertise in valuing a wide range of assets for financial reporting, mergers and acquisitions, litigation, and tax purposes. Navigant aims to provide independent, thorough, and transparent valuations to support clients' compliance and transaction needs.
Grant Thornton Isle of Man business services brochureLee Penrose
Grant Thornton Isle of Man provides a wide range of professional business services including audit and assurance, accounting, taxation, internal audit, and international corporate services. They work in partnership with local businesses to help them achieve their goals through high quality expertise. Grant Thornton combines technical skills with industry experience and understanding of clients to provide strategic advice and support to help businesses unlock their growth potential. They take a personalized, hands-on approach to client services.
McGovern & Greene LLP is a partnership of CPAs, forensic accountants, fraud examiners, and investigators. They provide litigation support, expert witness testimony, forensic accounting, business valuation, corporate compliance/internal investigations, fraud examinations, and other services. Their team has over 100 combined years of experience in these fields. They aim to build lasting relationships with clients and provide effective, pragmatic solutions to complex challenges.
Vyman Solicitors is seeking ambitious individuals to join their growing law firm. Candidates should have strong academic records and technical legal skills. Additionally, the firm values those with personality, intellect, flexibility, and business acumen to deliver pragmatic legal advice. Successful candidates will benefit from hands-on experience, career development support, and mentoring from experienced Directors and Solicitors. The collegial culture allows professionals to both work independently and collaborate across departments.
Wealth Management For Entrepreneurs (Client Journey)Robert Wilcocks
Wilcocks & Wilcocks provides wealth management services for entrepreneurs through their CLEARER program. The 7-step program includes clear thinking discovery, lifestyle financial planning, evidence based investing, allowance and tax planning, risk management, estate planning, and review. The goal is to help clients plan better, invest better, and live better by gaining clarity on their goals and situation, creating a financial plan, implementing optimized investments, managing risks, and ensuring assets pass smoothly to beneficiaries.
Sladen Legal is a law firm based in Melbourne, Australia that has been operating for over 100 years. It prides itself on embodying the passion and entrepreneurial spirit of its clients in a refreshingly different yet traditionally grounded approach. The firm focuses on representing private enterprise and achieving results for clients that can change lives, businesses, industries, and communities. It specializes in various legal services relevant to business, including commercial disputes, tax disputes, mergers and acquisitions, business structuring, property and development, intellectual property, business and personal succession planning, family business matters, and taxation.
Is Legal Representation the Piece That is Missing in Your Business?MendenFreiman LLP
We often take our clients through their entire business cycle from start-up, to growth, maturity and ultimately to a sale that results in their financial freedom.
This document summarizes an article from the Winter/Spring 2015 issue of Family Lawyer Magazine. The article discusses how to determine if a law firm's website is optimized for smartphones. It notes that smartphone use is increasing, with over half of all website visits now coming from smartphones. The article provides tips for law firms, including using responsive design so the website automatically adjusts to different screen sizes, keeping pages lightweight with minimal images and text, and testing the site on various devices. It emphasizes the importance of prioritizing mobility so prospective clients can easily access information from their smartphones.
Farmers Insurance offers opportunities for entrepreneurs to own their own insurance agency through Farmers' training program and support system. The agency ownership path involves getting licensed, developing a business plan, finding an office location, and receiving ongoing support from Farmers staff in areas like marketing, training, and funding. Current agency owners have found success and high incomes by leveraging Farmers' established brand and resources.
Bennett Brooks provides forensic accounting and litigation support services for solicitors. Their team of experts can prepare schedules of special damages, calculate loss of earnings, and provide forensic reports to support personal injury, criminal, and commercial cases. They aim to reduce demands on solicitors' staff by taking on tasks like preparing schedules. Using Bennett Brooks is advantageous because it provides extra capacity, competitive rates, and ensures cases are handled by experienced professionals on a guaranteed timeline.
Bennett Brooks provides forensic accounting and litigation support services for solicitors. Their team of experts can prepare schedules of special damages, loss of earnings, and other documents to assist with personal injury, clinical negligence, and other legal cases. They aim to increase law firms' profitability by taking on time-intensive tasks like document preparation and allowing solicitors to focus on legal matters. Bennett Brooks offers competitive rates and allows law firms to bill their fees out to clients.
Pragmatic financial strategies, inc. about usJason Culp
Pragmatic Financial Strategies, Inc. is a full service financial planning and tax preparation firm located in Atlanta, Georgia that offers a wide range of services including insurance and risk management, investment counseling, estate planning, asset accumulation, retirement planning, and tax planning and forecasting to help clients reach their financial goals through a pragmatic approach. The firm is managed by professionals with strong ties to Atlanta and certifications in financial planning, tax preparation, and counseling.
NH&M is one of the larger certified public accounting firms in Palm Beach County, Florida, having been formally organized in 1961. They provide quality accounting, tax, auditing, and advisory services to meet clients' needs and help them succeed. As a member of an international network of independent accounting firms, NH&M can offer services across the U.S. and in over 80 other countries. While large enough to have experienced specialists in many areas, NH&M prides itself on offering responsive, personalized attention to clients.
Corporate Spur aims to be a global leader in corporate advisory services by providing excellent quality secretarial, legal, financial, and HR consulting services to help clients focus on their business needs. They assist with corporate governance, compliance, financing, taxation, intellectual property, and other business matters. The company is a team of experts that offers personalized solutions and dedicated points of contact for domestic and international clients.
Wealth Advisors Trust Company offers trust administration and fiduciary services to advisors and their clients in a custodian-neutral manner. They believe in challenging the traditional trust company model by putting advisors in primary control of the client relationship and ensuring trust portability. Their services include trustee and administrative functions for various personal and charitable trusts. They are based in South Dakota to take advantage of that state's favorable trust laws including no income or capital gains taxes and unlimited trust durations.
N R Doshi & Partners, UAE’s renowned public accounting firm, is driving growth through expertise for its clients business for more than 30 years.
Headquartered in Dubai, N R Doshi & Partners has 7 offices in UAE, employing over 100 professionals.
The firm consistently ranks among the top firms in the UAE and continues a dominant presence in the industry, driven by results and set on the bedrock of trust.
N.R. Doshi offers a plethora wide gamut of services audit assurance, advisory, company incorporations andoutsourcing services.
This document provides a firm profile for N.R. Doshi & Partners, a public accounting firm in the UAE. It outlines the firm's services including audit and assurance, advisory, outsourcing, corporate secretarial services. It highlights the firm's industry expertise, leadership team, and international affiliation with DFK International which allows it to service clients globally. The firm prides itself on its experienced professionals and long-standing client relationships built on quality service.
The document discusses Concierge Planning services offered by Northwestern Mutual that provide customized wealth management, estate planning, business succession planning, and retirement planning solutions through a dedicated team of experts to meet the complex financial needs of high-net-worth clients. The Concierge Planning team works with clients and their other advisors such as attorneys and accountants to develop and implement comprehensive financial plans and ensure clients' estate planning wishes are carried out efficiently.
This document summarizes the post-confirmation bankruptcy services provided by Pachulski Stang Ziehl & Jones LLP (PSZJ), the largest bankruptcy firm in the US. It describes their expertise in areas like avoidance/preference analysis and litigation, claim reconciliation and litigation, asset recovery and liquidation, asset sales, and wind downs. It highlights their proprietary software and unique litigation approaches. It also provides brief biographies of four partners in the firm's Post Confirmation Group and lists some representative matters they have handled.
Navigant valuation services accounting and taxation march 2015Thomas J. McNulty
Navigant Consulting provides valuation services for accounting, taxation, and commercial purposes. They have expertise in valuing a wide range of assets for financial reporting, mergers and acquisitions, litigation, and tax purposes. Navigant aims to provide independent, thorough, and transparent valuations to support clients' compliance and transaction needs.
Navigant valuation services accounting and taxation march 2015
Trinity Introductory Newsletter
1. 2011 Introductory Issue
A new resource has emerged for the financial and legal community. Part-
ners Wayne Kirk, Travis McMurray, and Jason Fleming are proud to an-
nounce the launch of Trinity Valuation Consulting Group, PLC. Trinity was
created to be a leading financial consulting firm providing business valu-
ation, litigation support, business transaction, and other consulting ser-
vices. Although our office is located in the Eastern United States, we are
not constrained by geography. We service clients throughout the United
States and abroad. Our professionals have provided services to compa-
nies located up and down the East and West Coasts, Canada, and in some
European and Mediterranean countries.
Although our professionals are CPAs, Trinity does not provide traditional
accounting services such as audit, tax, or bookkeeping. We serve our
professional peers and are not in competition for the services they are
providing. Our exclusive focus is business valuations, litigation support,
business transactions, and other non-traditional consulting services. Trin-
ity was created to provide a scope and depth of services that are not
currently offered in our region or beyond. We like to think of ourselves
as a “Resource Center” for attorneys, CPAs, and the clients they serve.
The Trinity team consists of highly trained professionals who have earned
advanced degrees in Accounting, Finance, and Business Administration.
They have the experience, credentials, and expertise necessary to pro-
vide the highest quality of service.
Business Valuation Services
Visit our website at
Business valuations are performed for a variety of reasons, including es-
www.trinityval.com
tate/gift tax planning, divorce and shareholder disputes. Whatever the
to learn more about
reason, it is important to select a valuation firm that has the experience
our services and sign
necessary to develop an appropriate conclusion of value. At Trinity, our
up for our e-newslet-
valuation professionals have performed hundreds of business valuations
ter. We do not share
that have been accepted by mediators, the courts, and the IRS. In addi-
your information with
tion to being Certified Public Accountants (CPAs), our professionals hold
anyone.
professional valuation credentials such as the Certified Valuation Analyst
(CVA) credential from the National Association of Certified Valuation Ana-
lysts (NACVA) and the Accredited in Business Valuation (ABV) designation
from the American Society of Certified Public Accountants (AICPA).
Continued on page 2...
2. Continued from page 1...
Litigation Support Services
When preparing for litigation, it is important to select an expert witness that is experienced and respect-
ed. The professionals at Trinity are well respected for their many years of experience in providing inde-
pendent analyses and expert witness testimony. Our professionals have served in matters of mediation,
arbitration and litigation. We also have been retained jointly by opposing attorneys and have served
as court appointed experts. Our credentials, experience, and integrity have been utilized for many
litigation cases including lost profits, shareholder disputes, and marital dissolutions.
Business Transaction Services
The mergers and acquisitions specialists at Trinity have been involved in a variety of business transac-
tions. Without professional expertise, many businesses do not sell. We work with business owners to
make changes that will help ensure a successful outcome. We can assist in the negotiation process
and deal structure. We also assist buyers with performing their due diligence so that they know they
are getting what they are paying for. There are many advantages to having a professional represent
your business during a transaction. Our experience helps to ensure you receive the price that your
business is worth. We also serve to take the business owner out of the often emotional process of
selling their business and negotiating with buyers.
Other Consulting Services
Our professionals have a breadth of experience to offer. We can assist clients with exit planning
strategies, building company value, structuring buy-sell agreements, and ensuring an optimal capital
structure. Exit planning is a crucial but often over looked component of a business plan. Even if
you plan on leaving the business to your children or other family members, this transaction needs
to be properly structured. Trinity can help you identify potential successors and can help structure
the transaction to meet your needs. Many owners dedicate their entire lives to building a business
but few truly focus on building the value of the business. Growing the business does not necessarily
translate to increasing value. Trinity can put you on track to maximize the value of your business.
Partners of Trinity
Seated: Jason Fleming
Standing left to right: Wayne Kirk
and Travis McMurray
3. Goodwin v. Goodwin
Court of Appeals of Tennessee, at Knoxville Divorce
Filed February 25, 2010
Summary
At the time of the parties’ divorce, their primary marital asset was a steel fabrication business. Hus-
band and wife operated the business with their adult sons and husband acted as general manager
and wife was the company’s bookkeeper. Husband fired one of his sons, who later found he had an
inoperable brain tumor and died shortly after. Husband became severely depressed and had his wife
run the business for a short time. After husband’s return, he fired his wife because of the way she
operated the company in his absence. The parties separated shortly after. Husband’s expert valued
the business at $385,000 at the date of the wife’s firing, while the wife’s expert valued the business
at $1.65 million. The wife’s expert utilized a valuation date which was just months before the trial.
The trial court accepted the valuation of the wife’s expert and the husband appealed. The appellate
court affirmed the trial court’s ruling, stating that Tennessee law requires valuing a marital business
as close as “reasonably possible” to the date of trial and the wife’s expert valued the business 19
months closer to the date of trial, when compared to the husband’s expert.
Farmers Insurance Exchange v. Hudson
Court of Appeals, Ninth District of Texas at Beaumont Lost Profits
Delivered May 6, 2010
Summary
The appellate court had to determine if the lower court erred in its calculation of lost profits re-
sulting from the termination of an agent by an insurance company. The agent was terminated after
switching a customer to another insurance carrier. At trial, the agent’s expert calculated both pre-
trial lost profits, as well as post-trial lost profits through the agent’s retirement, and date of death
discounted to present value. The insurance company appealed the trial court’s verdict, arguing that
the three-month termination clause in the agency agreement should limit damages. The agreement
provided that either party could terminate the agreement for any reason by simply providing three
months notice. The agent argued that he was wrongfully terminated without notice, and the agree-
ment did not apply. The court took the position that the measure of damages for a breach of con-
tract is that which restores the injured party to the economic position he would have enjoyed if the
contract had been performed, further noting, that the agent did not have a contract term “for the
rest of his natural life.” The court further noted that the agency was not bound to employ the agent
until he retired. As such, the court limited the agent’s damage claim to three-months lost income.
Web: trinityval.com Trinity Valuation Consulting Group, PLC
Email: info@trinityval.com 801C Sunset Drive, Suite 100
Phone: 423.232.0461 Johnson City, TN 37604
4. Trinity Valuation Consulting Group, PLC
801C Sunset Drive, Suite 100
Johnson City, TN 37604
423 232-0461
E. Wayne Kirk
CPA/CVA
E. Wayne Kirk is a partner in Trinity
Valuation Consulting Group, PLC.
He has been a Certified Public
Accountant since 1974 and has
been actively involved with the
valuation of companies since 1990. Mr. Kirk has 40 years
kh 0
of experience in the healthcare industry. He also has
experience in capital structuring and sourcing, growth/
exit strategies and creative transactional concepts.
Prior to joining Trinity, Mr. Kirk was the managing part-
ner of Business Valuations & Consulting and was the
co-founder of Kirk & Fortner, CPAs. In addition to being
a CPA, Mr. Kirk is a Certified Valuation Analyst as desig-
nated by the National Association of Certified Valuation
Analysts.
Travis McMurray Jason Fleming
MBA, CPA/ABV/CFF, CMA/CFM CPA/ABV/CFF
Travis McMurray has been a tax Jason Fleming is a partner in Trinity
partner with Blackburn, Childers & Valuation Consulting Group, PLC.
Steagall, PLC (regional accounting Mr. Fleming is a Summa Cum Laude
firm) since 2004. Mr. McMurray has graduate of East Tennessee State
been in public accounting since 1992 and received both
92 d i d b th h University where he earned a B.B.A. in Accounting and a
A d
his B.B.A and M.B.A from East Tennessee State University. Master of Accountancy degree. Prior to joining Trinity, Mr.
In addition to corporate and partnership tax, his areas Fleming worked as a senior consultant for a large regional
of expertise include business valuations, mergers and CPA firm. In this role, he performed numerous business
acquisitions, forecasts and projections, business start- valuations including that of healthcare entities such as
ups, medical practice consulting and accounting systems physician practices, diagnostic imaging centers, and am-
consulting. bulatory surgery centers. Mr. Fleming also has experience
in litigation support including economic damages calcula-
Mr. McMurray is licensed as a CPA in both Tennessee tions, lost profits analyses, marital dissolutions, and
and Virginia. He is Accredited in Business Valuations forensic accounting investigations. Mr. Fleming was also
(ABV) and is Certified in Financial Forensics (CFF). Mr. a partner in a multi-office mergers and acquisitions firm
McMurray is also a member of the Institute of Management where he oversaw the transfer of a variety of businesses.
Accountants (IMA) and holds the designations of Certified
Management Accountant (CMA) and Certified in Financial In addition to being a CPA, Mr. Fleming is Accredited in
Management (CFM). Business Valuation (ABV) and is Certified in Financial
Forensics (CFF). He is also involved with a number of
professional organizations.