COMPREHENSIVE. CONFIDENTIAL. INDEPENDENT.
Our Mission
We are committed to compliance, confidentiality, technical excellence, and meeting your timeline with care. Just as importantly, we want you to enjoy working with us.
Lindy Ireland,
Principal
Providing technical expertise for valuation, planning, and compliance for 30+ years. Clients across the U.S. include businesses in an array of industries, attorneys, and CPAs.
Responsive consulting on exit planning, ESOP formation, and business strategy.
Specialized expertise in purchase price allocations (ASC 805) and ESOPs in all industries.
Frequent speaking engagements on valuation, fiduciary requirements, and employee ownership topics.
Long-time membership in various national and regional appraisal, industry, and employee ownership organizations.
I am happy to share expertise and insights that can help you move forward in business valuation decisions. Or, if you just need answers to your questions, you can contact me here: lindy@belmontadv.com
Peter Briggs,
Professional Associate
Expert valuation services for Employee Stock Ownership Plans and estate/gift purposes since 1994.
Personal oversight of approximately 50 ESOP valuations each year.
Frequent conference lecturer on ESOPs and their interplay with financial issues.
Chapter author in Employee Stock Ownership Plans by R. Smiley and R. Gilbert.
Emeritus Member of The ESOP Association Finance Committee.
Expert witness in two $100 million litigation cases on the valuation of company shares.
