CORPORATE ADVISORY

Business Valuation

Evergreen Advisors is your trusted leader in business valuation, delivering independent, objective opinions that provide a solid foundation for critical decisions. Our team of credentialed
valuation professionals leverages over two decades of experience, rigorous financial analysis, and deep industry expertise to produce well-reasoned valuations that withstand scrutiny across a wide range of applications, including financial reporting, tax compliance, litigation support, and more.

Recent Transactions

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Fairness Opinion

Fairness Opinion

Business Valuation

Business Valuation

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Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

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Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuaton

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Navigating Complex Valuations with Confidence

Combining deep expertise in valuation standards, tax regulations, case law, and Generally Accepted Accounting Principles (GAAP) with extensive industry knowledge, our Business Valuation team ensures accurate and reliable valuations. We tailor our methods and approaches to meet the unique needs of each client, providing insights that drive informed decisions.

We can provide you with:

  • Business Combinations (ASC 805)
  • Goodwill Impairment Testing (ASC 350)
  • Embedded Derivatives (ASC 815)
  • 409A Valuations
  • Estate, Gift, and Income Taxes
  • Carried Interest
  • Valuation/Pricing Advisory
  • Cap Table Consulting
  • Waterfall Analysis
  • Independent Financial Analysis
  • Transaction Fairness Assessment
  • Board of Directors Advisory
  • Annual ESOP
  • ESOP Transaction Structuring
  • Shareholder Disputes/Divorce
  • Expert Witness Testimony
  • Partnership Structuring
  • Equity Incentive Plans
  • Buy/Sell Agreements
  • Investor Reporting
  • Firm Governance
  • Financial Reporting

KCI has engaged Evergreen Advisors, LLC for over 35 years. During that time, Evergreen has provided unparalleled ESOP valuation services to our firm. Evergreen’s independent approach/technique to ESOP valuations is only matched by the technical expertise and savvy of Evergreen’s staff. We are completely satisfied with their professionalism and results

Evergreen has assisted Nutramax with valuation services for many years. They take the time to really understand the changes in our business and engage in a meaningful dialogue regarding the assumptions that drive the valuation of our privately-held company. Highly recommended.

I highly recommend the services of Mr. James Webb of Evergreen Advisors, LLC. for ESOP audit/evaluations. We have engaged James for many years and find his services to be highly professional.
James is timely, pleasant, and consistent in his ongoing evaluations of the Channellock, Inc ESOP. I can highly recommend James and Evergreen for ESOP needs.

Discover the True Value of Your Business with Our Expert Valuation Team

In the world of business valuation, quality, responsiveness, experience, and reputation are paramount. Our in-house valuation experts are committed to delivering the most accurate and insightful assessments of your business’s worth.

Here’s why partnering with us is a game-changer:

Unlike automated solutions, our thorough approach and attention to detail guarantee that every valuation we produce is a precise, trustworthy foundation for your critical business decisions, maintaining a level of quality that automation simply cannot replicate.

We leave no stone unturned, analyzing every aspect of your business to deliver results you can confidently stand behind.

In the fast-paced business environment, timely and responsive service is crucial. Our team is always ready to address your needs and provide prompt updates, ensuring that you are never left in the dark. We pride ourselves on our ability to deliver swift and effective solutions tailored to your unique situation.

Experience in this industry matters, and our team brings decades of combined expertise to the table. We have successfully guided countless businesses through the valuation process, helping them uncover hidden value and achieve their strategic goals.

With an understanding of the nuances of various industries, we provide you with insights that only come from years of hands-on experience.

Our reputation speaks for itself. Trusted by countless industry leaders, we have built a name synonymous with integrity and reliability.

Our valuations are respected and trusted by regulatory
bodies, courts, and stakeholders alike, giving you the assurance that you are working with the best in the field.

Our Business Valuation Team

4 Key Takeaways From the 2026 National ESOP Conference

Authored By: Patrick Lowry At The ESOP Association’s National 2026 Conference, Daniel Aronowitz, head of the Employee Benefits Security Administration (EBSA), outlined the agency’s evolving approach to ERISA enforcement and […]

Read more: 4 Key Takeaways From the 2026 National ESOP Conference

Spring 2026 Fair Value Conference – AI Impacts on Valuation Practices

Authored By: Will O’Donnell At the Spring 2026 ASA Fair Value Conference, the opening panel session brought together managing directors from industry leaders at Deloitte, EY, PwC, KPMG, and Kroll […]

Read more: Spring 2026 Fair Value Conference – AI Impacts on Valuation Practices

What New DOL Guidance Means for ESOP Valuations—and Why It Matters Now

Authored By: Pat Lowry For years, ESOP transactions have operated under a consistent backdrop of regulatory and legal scrutiny—especially around trustee independence, fiduciary processes, and transaction fairness. For trustees, fiduciaries, […]

Read more: What New DOL Guidance Means for ESOP Valuations—and Why It Matters Now

Strategic Planning Through the Lens of Business Valuation: Preparing for What’s Next

Authored By: Pat Lowry Planning Beyond the Present At some point, every business owner and leadership team faces the same fundamental question: How do I develop a succession plan that […]

Read more: Strategic Planning Through the Lens of Business Valuation: Preparing for What’s Next

Vesting and Valuation of Incentive Equity

Authored By: Shawn Moxley and Will O’Donnell Why Vesting Matters Vesting is one of the most critical features of incentive equity because it determines whether and when an award has […]

Read more: Vesting and Valuation of Incentive Equity

Why Companies Issue Incentive Equity

Authored By: Shawn Moxley and Will O’Donnell What is Incentive Equity? Incentive equity represents equity awards designed to align key employees and management teams with the long-term value creation of […]

Read more: Why Companies Issue Incentive Equity

The Hidden Tax Impact of Parachute Payments in a Business Sale

Authored By: Patrick Guthrie When a business begins exploring a sale, recapitalization, or similar transaction, most conversations focus on valuation, deal structure, and closing terms. What often gets less attention […]

Read more: The Hidden Tax Impact of Parachute Payments in a Business Sale

Using Comparable Company Transactions for Business Valuation and Sale Planning

Authored By: Will O’Donnell A sound business valuation provides the foundation for strategic initiatives such as planning a sale, evaluating investments, meeting tax requirements, and ensuring transparent financial reporting. In […]

Read more: Using Comparable Company Transactions for Business Valuation and Sale Planning