Consulting & Advisory Services

Often a closely-held business is the most valuable asset you will own. Have an expert that is Accredited in Business Valuation assist you in appraising the value of a business. You can rely on Davis Group to assist you through these challenging, complex processes:

  • Merger and Acquisition (M&A) Analysis
  • Estate/Gift Taxes
  • Succession Planning
  • Buy-Sell Agreements
  • Financial Statement Reporting
  • Goodwill Determination/Impairment
  • Purchase Price Allocations
  • Built-in Gains
  • Income Tax
  • Divorce, Mediation and Arbitration
  • Business Damages/Lost Profits
  • Shareholder Disputes
  • Intellectual Property
  • Bankruptcy
  • Obtaining/Providing Financing
  • Charitable Contributions
  • Elderly/Financial Management


Client Center

- Individual Clients
- Business Clients
- Client Employee



704-636-1040 phone | 704-637-3084 fax