Al Statz specializes in the valuation of small to mid-sized closely-held companies, fractional interests and intangible assets for business owners, shareholders, attorneys, CPAs, fiduciaries, courts, lenders and others. Typical valuation purposes include estate planning, estate, gift and other tax filings, succession planning, mergers and acquisitions, buy-sell planning and transactions, management buy-outs, financings, reorganizations, ESOP, bankruptcy, shareholder disputes, marital dissolutions and litigation support.
Since 1990 Al has participated in the valuation, sale, merger and acquisition of hundreds of businesses. His industry experience includes manufacturing, distribution, industrial automation, construction, B2B and personal services, technology, telecommunications, internet, real estate, transportation and logistics, food and beverage, professional practices, retailing, entertainment and hospitality.
Al is an Accredited Senior Appraiser (ASA) with the American Society of Appraisers and a Merger & Acquisition Master Intermediary (M&AMI) with the M&A Source, the world^s largest association of lower middle market investment bankers. Al has an MBA and BS in Electrical Engineering.