Business Details
Trusted Business Valuation Services in Winter Park, FL
At Business Valuation CPA, we specialize in delivering precise and reliable business valuations, forensic accounting services, and trusts and estates planning. With expertise dating back to 2004, our team leverages nationally recognized methodologies, such as Tom Gillmore's Simplified MUM procedure, which has been accepted by courts and valuation professionals nationwide. Our CPAs and credentialed experts provide unbiased, court-ready reports for shareholder buyouts, divorce settlements, and estate planning, serving clients across Central Florida and beyond.We collaborate with attorneys, CPAs, and law firms to ensure accurate, legally defensible valuations while maintaining transparency and ethical standards. Our team's extensive experience in litigation support, expert witness testimony, and fiduciary matters positions us as a trusted partner for complex financial and legal challenges.
Services
Business Appraisals
Forensic Accounting
Trusts and Estates
Expert Witness Testimony
Business Goodwill Valuation
Highlights and features
- We offer over 20 years of experience in business valuation and forensic accounting.
- Our team is credentialed by nationally recognized institutions like AICPA and ASA.
- We provide peer-reviewed valuation methodologies accepted in courts nationwide.
- Our services include expert witness testimony and litigation support across Florida.
- We specialize in trusts and estates with proven strategies for tax-efficient planning.
Associations and certifications
- American Society of Appraisers (ASA)
- State of Florida Board of Accountancy (CPA)
- American Association of Certified Public Accountants (AICPA, CPA/ABV)
- Association of Certified Fraud Examiners (CFE)
What people say
Outstanding customer service
Timely delivery
Thorough analysis
Expertise and transparency
Professional and patient
Services
Business Appraisals
Our business appraisals determine the fair market value of companies for sales, partnerships, or legal proceedings. We use nationally recognized methods like the Simplified MUM procedure, which has been upheld in courts. Clients receive detailed reports with data-driven insights, ensuring transparency and reliability. Our valuations support informed decision-making for mergers, acquisitions, and estate planning.
Forensic Accounting
Forensic accounting services uncover financial discrepancies through systematic analysis of records and interviews. We produce unbiased reports for litigation support, working with attorneys and clients to resolve disputes. Our process identifies fraud, quantifies damages, and prepares expert testimony for trials or mediations. This service ensures compliance and clarity in complex financial cases.
Trusts and Estates
Trusts and estate services focus on tax-efficient wealth transfer and asset protection. We design strategies like SLATs and GRATs to minimize tax liabilities while preserving client legacies. Our team collaborates with legal professionals to structure trusts and ensure compliance with fiduciary requirements. These services provide peace of mind for estate settlements and inheritance planning.
Expert Witness Testimony
Expert witness testimony delivers court-ready analysis in business valuation disputes, divorce cases, and fraud investigations. Our CPAs and credentialed professionals present clear, defensible opinions based on thorough research. Clients benefit from reliable evidence that aligns with legal standards, strengthening their cases during trials or mediations.
Business Goodwill Valuation
Business goodwill valuation assesses intangible assets like reputation, customer relationships, and brand equity. We differentiate personal goodwill from enterprise value using proven methodologies. This service supports divorce settlements, mergers, and tax reporting while ensuring compliance with accounting standards for accurate financial representation.
People
Thomas Gillmore
CPA, ABV, CFE, CFF, CVA Expert Witness
Tom Gillmore has provided expert witness testimony in 10+ Central Florida counties since 2004. With credentials from AICPA, ASA, and CFE, he has led 350+ business valuation and fraud cases nationwide.
Bruce Parisi
MBA, ASA, ARM
Bruce Parisi is a finance and business appraisal consultant with 30+ years of experience. He specializes in fiduciary matters, private equity, and estate tax valuations, having analyzed over 185 financial assets during his career.
Questions
What services does Business Valuation CPA specialize in?
We specialize in business valuations, forensic accounting, trusts and estates planning, expert witness testimony, and business goodwill appraisal.
Do your valuations hold up in court?
Yes. Our methodologies, including Tom Gillmore's Simplified MUM procedure, are peer-reviewed and accepted in courts nationwide.
Which areas do you serve?
We serve Central Florida counties including Winter Park, Orlando, Seminole, Brevard, Polk, Lake, Volusia, and Osceola.
How does your forensic accounting process work?
We analyze financial records, interview witnesses, produce unbiased reports, and provide expert testimony during litigation.
What accreditations do your team members hold?
Our team is credentialed by ASA, AICPA, CFE, and the Florida Board of Accountancy.
Can you assist with estate tax planning?
Yes. We provide strategies for trusts, SLATs, GRATs, and fiduciary matters to minimize tax liabilities.
