About Us

Background of Key Principal – Curtis Petty

Providing timely, cost-effective financial advisory and valuation services has been M. C. Petty & Company, Inc’s singular mission since 1990. With a staff of experienced professionals, our firm specializes in providing sound, well-documented financial valuations in connection with a variety of business situations and transactions. Our firm provides valuation services to a distinguished and diverse industry client group in such settings as:

Strategic Ownership Planning Activities/ Buy-sell and Shareholder Agreements Exit Strategy Formulation and Implementation
Employee Stock Ownership Plan (ESOP) Design, Feasibility and ValuationLeveraged Employee Stock Ownership Plan (ESOP) Buy Out/Formation TransactionsFairness/Adequate Consideration OpinionsAnnual ESOP Valuations, as required by the Internal Revenue Service (IRS)

Merger/Acquisition Screening and Pricing Analysis

Capital Formation

Divestiture/Sale Transactions

Estate and Gift Tax Planning/Filing Activities ․Family Limited Partnership (FLP)/Limited Liability Company (LLC) Formation TransactionsValuation of S.E.C. Rule 144 Restricted SecuritiesValuation of Stock Options and Stock Appreciation Rights for FAS123R purposes

Minority/Dissident Shareholder Actions

Complex litigation cases involving fair value issues

Purchase Price Allocations for IRS filings in Asset Purchase-Liability Assumption sale/merger transactions

FASB/SFAS 142 goodwill impairment studies

Valuation of intangible assets for SEC financial reporting purposes