to Sheldrick, McGehee & Kohler!
of Valuation Services
Sheldrick, McGehee & Kohler, LLC (SMK) is a Jacksonville,
Florida-based firm that provides fair market value appraisals
to meet a wide range of business needs. We specialize in the
valuation of closely held or limited market interests for
purposes associated with estate taxes, gifts of stock or equity
interests, buy-sell agreements, actual sales transactions,
pre-IPO options, Incentive Stock Option Programs, Employee
Stock Ownership Plans (ESOPs), corporation tax basis conversions,
litigation support, and related matters.
Our firm has performed valuation and transactional advisory
services and provided expert testimony for over sixty years
to clients in more than twenty states. We are recognized as
one of the largest independent private business advisory and
valuation firms in the eastern United States and one of the
larger ESOP valuation firms in the country.
SMK performs appraisal and consulting services for approximately
300 clients annually. Businesses range in size from startups
to multibillion dollar private corporations, as well as publicly
In 2006, Joseph Sharp, a 33-year veteran with the Internal
Revenue Service, joined SMK. Joe was most recently the East
Coast estate and gift tax territory manager for the IRS and
specializes in tax related controversies.
About 30% of our valuation work involves employee stock ownership
companies (ESOPs). For additional information, you can go
to the “All About ESOPs” page listed above or
click here for a report
on characteristics of ESOP companies.