The Challenges of Valuing Promissory Notes
Business valuation professionals are sometimes asked to determine the fair market value of a promissory note, typically in connection with gift or estate tax matters involving intrafamily loans or sales.
Bill is a Principal with Brisbane Consulting Group Business Valuation Division, providing business valuation, forensic accounting and litigation support services. His valuation experience includes the valuation of closely held companies, covering a wide range of industries and engagements including: marital dissolution, dissenting shareholder disputes, estates and gift tax planning, merger/acquisition and due diligence reporting.
Le Moyne College, Bachelor of Science in Accountancy
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Association of Certified Fraud Examiners
Paddy’s Hope, Board Member
Frank Lloyd Wright Fontana Boathouse at West Side Rowing Club, Board Member
Brisbane Consulting Group, LLC is a wholly owned subsidiary of Lumsden & McCormick, LLP, Certified Public Accountants.