Zick Business Advisors, Inc. is a Colorado professional corporation of Certified Public Accountants and Certified Valuation Analysts, founded in 1971.
Our practice is focused on the needs of closely held businesses and business owners, as well as high net worth individuals. Our objective is to always provide close, personal attention to the tax related, valuation and estate planning needs of our clients. We're a small firm and strongly believe in ongoing long-term client relationships.
Among our specialties is expert business valuation services, provided by our four CPA - Certified Valuation Analysts (CVA). We have been providing business valuation services to clients for thirty years, and our CPA-CVAs are highly trained and experienced in this discipline.
We are experts in the use of Employee Stock Ownership Plans (ESOPs) as a business continuation and exit planning vehicle. ESOP based ownership can be the most tax efficient ownership structure possible for a closely held for-profit company under U.S. tax law.
For over twenty years, we have provided ESOP related services to non-public current and prospective ESOP companies, including:
- ESOP feasibility, design and implementation services
- ESOP valuation services- our four Certified Valuation Analysts (CVAs) provide transaction valuations, annual required valuations, etc., fully compliant with constantly evolving professional standards for business valuation work
- Fairness Opinions on ESOP company transactions
Based on our years of experience in the field, and with professional memberships in both the National Center for Employee Ownership (NCEO) and The ESOP Association (TEA), we truly believe in the power of ESOPs. We are highly experienced in the unique technical aspects of ESOP related work. Our firm is delighted to have the opportunity to work with many ESOP companies in the Western U.S.
Please click on the links above for more information on our firm, our professional team, and the services we provide.
The links below access online tax organizers and the secure online Portal system for exchange of documents with our firm. There is no charge for either of these services.