Business Details
22 Years
experience
Expert Business Valuation Services in Winter Park, FL
At Business Valuation CPA, we specialize in delivering precise and reliable business valuations, forensic accounting, and estate planning services. With over 15 years of experience since 2004, our team combines deep industry expertise with rigorous methodologies to address complex financial challenges. Our professionals are credentialed by leading institutions, including the American Society of Appraisers, AICPA, and Association of Certified Fraud Examiners, ensuring unbiased, accurate, and defensible results.We serve attorneys, CPAs, business owners, and individuals across Central Florida and nationwide, providing tailored solutions for shareholder buyouts, mergers and acquisitions, divorce settlements, and tax planning. Our commitment to transparency, ethical standards, and client-centric service has earned us recognition in judicial proceedings, peer-reviewed publications, and trusted partnerships with legal and financial professionals.
Services
Business Valuations
Estate Planning
Forensic Accounting
Goodwill Appraisal
Expert Witness Testimony
Details
- Year established: 2004
Highlights and features
- We offer 20+ years of experience in business valuation and forensic accounting.
- Our team holds elite credentials including CPA, ABV, CFE, and ASA designations.
- We provide nationwide services with a focus on Central Florida.
- Our peer-reviewed valuation methodologies are court-recognized and defensible.
- We guarantee transparent, unbiased, and ethically produced reports.
Associations and certifications
- American Society of Appraisers (ASA)
- State of Florida Board of Accountancy (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Association of Certified Fraud Examiners (CFE)
What people say
Exceptional professionalism
Spot-on accuracy
Thorough analysis
Timely delivery
Court-recognized methods
Services
Business Valuations
We provide comprehensive business valuations for mergers, acquisitions, shareholder disputes, and tax planning. Our methodologies are court-recognized and peer-reviewed, ensuring defensible results. Clients rely on our expertise to determine fair market value and support strategic decisions.
Estate Planning
Our estate planning services minimize tax liabilities through trusts, SLATs, and GRATs. We help clients protect assets and ensure seamless wealth transfer. Our strategies align with individual financial goals and legal requirements.
Forensic Accounting
We conduct forensic accounting investigations for litigation support and fraud detection. Our CFE-certified experts analyze financial records, produce court-ready reports, and testify as expert witnesses to resolve disputes.
Goodwill Appraisal
We specialize in distinguishing enterprise goodwill from personal goodwill in valuations. Our Simplified MUM method, accepted in courts nationwide, provides accurate assessments for divorce settlements and business transactions.
Expert Witness Testimony
Our experts provide testimony in business valuation and forensic accounting cases. With experience in Florida courts and national publications, we deliver clear, defensible insights to support legal proceedings.
People
Thomas Gillmore
CPA, ABV, CFE, CFF, CVA Expert Witness
Thomas Gillmore has led 350+ business valuation and fraud cases since 2004. Certified by ASA, AICPA, and CFE, he specializes in litigation support and court testimony across Central Florida.
Bruce Parisi
MBA, ASA, ARM Consultant
Bruce Parisi brings 30+ years of finance and trust management experience. A credentialed appraiser since 2007, he advises on business sales, estate tax valuations, and fiduciary matters nationwide.
Questions
What is business valuation used for?
Business valuations determine fair market value for sales, mergers, tax planning, divorce settlements, and legal disputes.
How does estate planning reduce taxes?
Estate planning uses trusts like SLATs and GRATs to minimize taxable assets and transfer wealth efficiently.
What is forensic accounting?
Forensic accounting investigates financial fraud, analyzes records, and provides litigation support through expert reports and testimony.
How long does a valuation take?
Most valuations complete within 2-4 weeks, depending on data availability and complexity.
Do you work with out-of-state clients?
Yes, we provide nationwide services and travel to clients across the U.S.
Are your reports court-admissible?
Yes, our methodologies are peer-reviewed, published, and accepted in courts nationwide.
