Daniel Pharr Email & Phone Number

Expertise SummaryI work with owners and executives of family owned businesses and closely held companies to determine the value of their company for succession planning, buy/sell agreements, gift and estate tax planning, sales, and acquisitions.Certified Public Accountant, Accredited in Business Valuation and a Certified Valuation Analyst: 11 years experience in public accounting, 28 years as Executive Vice President and Chief Financial Officer of a privately-held precious metals refiner and manufacturer of jewelry and related products, and over 4 years experience in business valuation.Valuations include professional practices, jewelry manufacturing and retail jewelry companies, other manufacturing firms, retail businesses, distribution and wholesale companies, construction companies, franchise operations, real estate companies and limited liability companies which own, operate, and lease commercial real estate and residential apartment units, personal holding investment companies, investment and financial management firms, agricultural products companies, dental practices, and service companies.Experience in public accounting and manufacturing includes financial management, financial reporting, and bank and other financing transactions, as well as general and administrative functions and work with independent auditors, bankers, financial and benefits consultants, attorneys and insurance brokers. Experience in private company valuation comes from valuing and analyzing potential acquisitions during my years in manufacturing and additional experience in my professional practice as a business valuation analyst.With my experience in working with a family owned business and also having public accounting experience, I am able to analyze a business both from the view of the owners and from the financial accounting side as well.Specialties: Business valuation of closely held companies and family owned businesses for succession planning, buy/sell agreements, gift and estate tax planning, sales and acquisitions.Work with clients, their attorneys, accountants and financial advisers to develop buy/sell agreements and succession plans.

Listed skills include Business Valuation, Succession Planning, Attorneys, Cpa, and 31 others.