Business Valuation & Tax Succession Planning
It’s never too early to begin planning for your future. Although we advise the families we serve to plan ahead for their final arrangements, many funeral home owners do not plan for their business’s future. At any time the unexpected can happen.
Our Team of Professionals includes:
Shannen Mayfield, CPA/ABV is a CPA with 20 years of professional experience in accounting, tax and finance. She holds a Masters of Accountancy degree and a Bachelor’s in Finance. She has earned the AICPA credential of ABV – Accredited in Business Valuation.
Our Staff is composed of:
Becky Stoedter, CPA: Analyst, over 10 years of accounting and tax experience including analysis of the tax implications of potential transactions.
Dana Quarton: Administrative Assistant dedicated to customer service.
Our Services Include:
We offer comprehensive Succession Planning services. The process begins with identifying and understanding your goals and business plans. We then identify and explain the various options available to help you meet your goals. We can prepare a valuation to determine the value of the relevant business interests. In order to help you make the right decisions, you will benefit from our Team of strong tax professionals who will analyze the tax implications of various transaction options. Based on your decisions, we will structure a plan that accomplishes your business transition goals.
Our reports are compliant with the AICPA’s Statement on Standards for Valuation Services and we meet the requirements of a “qualified source of business valuations for lenders” of the SBA.
When do you need Federated’s Valuation & Planning Services?
- Business ownership transition
- Establishing buy/sell agreements
- “C” to “S” Conversion