Equinox Advisory Group LLC

Services Provided

At Equinox Advisory Group, LLC we specialize in the valuation of privately held companies and their underlying securities including:

  • Equity securities: common stock, preferred stock, convertible stock and restricted stock
  • Partnership securities: general partnership interests and limited partnership interests
  • Limited liability company securities: membership interests
  • Debt securities
  • Undivided interests in real property

We conduct our work for various purposes, including:

  • Financial advisory
  • Capital advisory
  • Buy-Sell agreements
  • C-Corporation to S-Corporation conversions
  • Financial reporting: ASC 805, 820, 350
  • Employee Stock Ownership Plans (ESOPs)
  • Estate & gift tax
  • Mergers & acquisitions
  • Shareholder buyouts
  • Pre-IPO planning
  • Management planning