Experience for your
business valuation

Strategic decision-making starts HERE

Who We Serve

Business owners, management teams, accounting firms, and legal advisors requiring valuation analyses.

Our consulting services are focused on assisting publicly traded and privately held companies with the valuation of equity and intangible assets for a variety of purposes. Our valuation opinions combine extensive experience with relevant research and analysis to reach well considered conclusions.

Services

Transaction Advisory Services

  • Mergers & Acquisitions
  • Joint Venture Arrangements
  • Shareholder/Member/Partner Equity Sales/Purchases
  • Purchase Price Allocations

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Estate & Gift Tax Reporting

  • Minority Interest Valuations
  • Pass-through Entity Interests
  • Family Limited Partnership Interests
  • Intangible Asset Valuation

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Litigation Consulting

  • Marital Dissolution
  • Trust & Probate Contest / Shareholder Disputes
  • Regulatory & Compliance
  • Expert Witness Testimony & Arbitration

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Industries

Healthcare

Information Technology & Software Companies

Restaurants & Franchises

Manufacturers & Distributors

Service Businesses

Retail & Consumer Goods

Contact

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About

Katherine Morris / Aequus Valuation Advisors LLC

Kate is an Accredited Senior Appraiser with the American Society of Appraisers, specializing in providing analyses of businesses and intangible assets. She brings more than 25 years of experience, having delivered hundreds of valuations for private and public entities representing a wide variety of industry sectors, with average client revenues ranging from $5 million to over a billion.

Kate has served as past president of the Atlanta Chapter of the American Society of Appraisers. She also serves as a managing director of Valuation Products and Services which provides publications and thought leadership to the appraisal industry. She has served as editor and coauthor of industry publications and presented continuing education through webinars. She has developed content and served as an instructor of professional education through the National Association of Certified Valuators and Analysts (NACVA).

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