BREAKING NEWS

Just In: Employee Benefit Plan Update:
Changes in 403(b) Plan Regulations

FIN 48 Effective Date Deferred

Secure File Exchange is Now Available for Clients and Partners

BMF&C Opens New Corporate Finance and Restructuring Affiliate: BMF Advisors


Our New Office and Address

Now Hiring! Find out what our firm can do for you.

NEW ON THE SITE

Risk Assessment and Sarbanes-Oxley 404 Services

Employee Benefit Plan Audits service offering

Industries Served: Learn about what BMF&C can do for companies in your industry.

Record Retention Guidelines

TIPS & ADVICE

InfoLetter Spring 2008

Partner's Perspective:
Obey the Rules with Family Limited Partnerships

Managing Employees Across Generations

Can You Limit Rising Healthcare Costs?

Valuation Provisions Critical to Buy-Sell Agreements

TaxAdvisor Winter 2008

Economic Stimulus Act of 2008

Late 2007 Tax Acts

Niche Newsletters Winter 2008

Manufacturing & Distribution
Create and Protect an "Innovation Environment"

Nonprofit Advisor
The Importance of Proper Substantiation (And Why You Should Care)

Construction Advisor
In Construction Fraud, Greed Meets Creativity

Valuation Advisor
AICPA Issues New Valuation Standards

Client Advisor Winter 2008

SAS 70 - A Valuable Tool for Companies That Outsource

 

Bober, Markey, Fedorovich & Company

Services

Valuation Services

Member of The Financial Consulting Group (FCG)

The Financial Consulting Group (FCG), is a consortium of independent valuation firms that have affiliated in order to provide clients with the highest level of professional expertise available. Our inter-firm relationships are similar to that of the international "Big Four" accounting firms in that each firm operates under its unique legal name and identification while recognizing its membership in The Financial Consulting Group. This strategic alliance allows each firm to provide its clients with financial databases, technical expertise, industry expertise, geographic expertise and consulting expertise that would not be available from the typical independent consulting firm.  FCG currently has over 300 professional business valuers/litigation specialists working throughout the United States.

The members of The Financial Consulting Group are not simply marketing affiliates that have no formal obligation to maintain uniform professional standards. The members are contractually obligated to maintain appropriate professional designations and the quality control standards established by the Group. The Financial Consulting Group members directly benefit from the group's resources, accomplishments and supporting activities. Each member firm is selected to participate in The Financial Consulting Group based upon an extensive list of criteria including the following:

An understanding and desire to follow professional valuation standards and codes of ethics.

A commitment to follow quality control standards as established by The Financial Consulting Group.

A commitment to participate in a work product review program where the work product of each member firm is reviewed by a Financial Consulting Group quality control committee of peers. A review program designed to insure that each firm is adhering to the quality control standards as established by The Financial Consulting Group.   

A commitment to obtain and maintain an internationally recognized professional accreditation. For example, in valuation theory and practice, The Financial Consulting Group has selected the Accredited Senior Appraiser (ASA) designation granted by the American Society of Appraisers International or the Accredited in Business Valuation (ABV) designation granted by the AICPA. 

These criteria are in addition to the individual's professional education, experience and reputation. Our professionals have demonstrated their commitment to continually improve the quality of their firm's professional services.

Business Valuation

When you choose Bober, Markey, Fedorovich & Company, you are assured that qualified personnel are completing your valuation. Our valuations are completed by experienced CPAs who have earned specific business valuation credentials including being Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants, and being Certified Valuation Analyst(s) (CVA), as certified by the National Association of Certified Valuation Analysts. We have experience in valuations related to:

  • Shareholder/Partnership Disputes
  • Marital Dissolution
  • Breach of Contract
  • Fraud Prevention Program
  • Damage Claims
  • Property and Earnings Losses
  • Bankruptcy
  • Fraud/Forensic Accounting
  • Employee Stock Ownership Plans (ESOP)
  • Estate & Gift Tax Planning and Reporting
  • Wealth Transfer Strategies
  • Family Limited Partnerships
  • Business Succession Planning
  • Expert Testimony
  • Insurance Claims (Economic Loss Analysis, Loss of Earnings, Lost Value)
  • Buy/Sell Agreements
  • Mediation and Settlement Discussions
  • Income Tax Issues
  • Fairness & Solvency Opinions

Litigation Support

Bober, Markey, Fedorovich & Company has extensive experience in serving as expert witnesses or expert consultants in disputes that lead to litigation, arbitration or mediation. Typical services include:

  • Claims of lost profits
  • Financial counsel to bankruptcy attorneys and trustees
  • Wrongful termination
  • Divorce cases

Pooling the resources of our financial accounting, taxation and valuation experts, we analyze accounting records and interpret the results in a clear, straightforward manner that can be understood by a judge or jury.

ESOP Valuations

ESOP’s are an attractive employee retirement benefit and serve as a corporate financing source. In addition, ESOPs can be an effective tool for succession planning. Bober, Markey, Fedorovich & Company's professionals have experience with ESOPs and with:

  • Performing ESOP feasibility analyses
  • Establishing the initial ESOP purchase price
  • Performing annual updated valuations of ESOP stock

When you choose Bober, Markey, Fedorovich & Company, you are assured that qualified personnel are completing your valuation. Our valuations are completed by experienced CPAs who have earned specific business valuation credentials including being Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants, and being Certified Valuation Analyst(s) (CVA), as certified by the National Association of Certified Valuation Analysts.

This Web Site is designed to present accurate and authoritative general information on a broad range of tax and accounting issues. For personalized advice on matters effecting your rights under the law and/or the drafting of legal documents, you should consult a licensed attorney.

IRS Circular 230 Disclosure: To ensure compliance with U.S. Treasury rules, unless expressly stated otherwise, any U.S. tax advice contained in this Web Site is not intended or written to be used, and cannot be used, by the recipient for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.

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Bober, Markey, Fedorovich & Company
3421 Ridgewood Road
Akron, Ohio 44333-3119
Phone: 330-762-9785, Fax: 330-762-3108
E-Mail: Info@BoberMarkey.com
 

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