Potter & Company, LLP has the expertise and resources to meet all of your valuation needs. Our specialists work with attorneys, bankers, and other accountants and advisors to produce a valuation report that will be of practical use to you in planning your strategies. We perform independent valuations on behalf of a variety of clients, both large and small, who require an unbiased opinion regarding the fair market value of a business entity or an equity interest in the business entity as of a particular date.

To safeguard the client’s interest, our accredited staff of valuation experts will analyze the business or business interest and create a valuation report based on industry factors and valuation methods in accordance with accepted standards. Potter & Company, LLP has conducted valuation services for businesses, professional practices, closely held equity and debt, intellectual property and economic loss for the following reasons: • ESOP and related benefit plan services • Mergers & acquisitions/Due diligence • Buy/sell agreements • Leveraged buyouts • Succession planning • Bankruptcy and reorganizations • Litigation support, such as stockholder suits and marital dissolution proceedings • Tax related valuations

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301 East Main Street | Suite 1100 | Lexington, Kentucky 40507
Telephone: 859.253.1100 | Fax: 859.253.1384

500 West Jefferson Street | Suite 1600 | Louisville, Kentucky 40202
Telephone: 502.584.1101 | Fax: 502.584.4960