BaldwinClarke Valuation credentials include ASA, CVA, and CM&AA designations.
Typical engagements include business sale & purchase, buy/sell agreements, estate & gift transfers, and option/equity award analysis purposes. BaldwinClarke has experience evaluating entities with revenues ranging from less than $1 million, to above $200 million.
New Hampshire-based, our 20-year practice has been responsible for delivering over 700 successful appraisals.
Greg Lesoine
With close to 30 years of experience in the discipline, Greg helps lead BaldwinClarke’s valuation practice and is an Accredited Senior Appraiser in the American Society of Appraisers.
Greg has delivered valuations to a meet a wide range of formal and strategic planning needs across a wide cross section of industries. He specializes in the valuation of fractional and controlling interests in closely-held companies for legal purposes and in connection with mergers and acquisitions.
Greg also has experience in valuing ownership interests in family limited partnerships and other pass-through entities.
Scott LaValley
Scott is a Managing Director of BaldwinClarke Advisory Services, Inc., where he primarily focuses on financial and estate planning, in addition to providing exit planning and business continuity services.
Scott dovetails his individual and personal planning work, by advising business owners on corporate strategies to assist with value creation and risk management.
He is a Certified Valuation Analyst (CVA), a credential granted by the National Association of Certified Valuators and Analysts (NACVA) only to qualified individuals with considerable professional experience in the field of business valuation.
Peter Clarke
Peter works actively with valuation clients to provide corporate finance services to BaldwinClarke’s entrepreneurial, and middle market clients. Peter has over 15 years of financial services experience spanning roles in private equity, strategic consulting and investment banking.
He works closely with clients throughout the entirety of the firm’s valuation engagements, largely responsible for client communications, information discovery and due diligence and financial analysis.
Peter is a Certified Merger & Acquisition Advisor ® through the Alliance of Merger and Acquisition Advisors®.
- Sale/Purchase 15.0%
- Capital Raising 10.2%
- Buy-Sell 14.1%
- Estate and Gifting 37.1%
- IRS – Other 1.8%
- ESOP 3.6%
- Options 4.5%
- Shareholder Buyout 6.3%
- Other 7.5%
- Total 100%
- $1mm or less 13.8%
- $1mm – $3mm 12.6%
- $3mm – $5mm 14.1%
- $5mm – $10mm 18.0%
- $10mm – $15mm 6.3%
- $15mm – $20mm 3.9%
- $20mm – $25mm 5.1%
- $25mm – $50mm 14.7%
- $50mm – $100mm 6.6%
- $100mm – $200mm 3.6%
- $200mm – $500mm 1.5%
- Total 100%
- Asset Holding Co. 19.2%
- Manufacturing 15.3%
- Wholesale 7.8%
- Financial 9.6%
- Retail 8.1%
- Software 6.3%
- Services 9.3%
- Distributors 7.2%
- Engineering 4.5%
- Healthcare 4.2%
- Real Estate 3.3%
- Contractors 1.2%
- Communications 0.6%
- Energy 1.8%
- Gambling 0.6%
- Transportation 1.2%
- Total 100%
*Scott LaValley is an Independent Insurance Broker and a Consultant with BaldwinClarke, LLP (one of the companies within The BaldwinClarke Companies). Scott LaValley is a Registered Representatives of and offer investments through Lincoln Financial Securities Corporation, Member FINRA/SIPC, 1 Granite Place, Concord, NH, 03301, 603-226-5000.
Any valuation services provided by Mr. LaValley is conducted through BaldwinClarke Advisory Services, Inc. The BaldwinClarke Companies, BaldwinClarke Corporate Finance, LLC. or BaldwinClarke Retirement Plan Services, LLC. are not affiliates or subsidiaries of Lincoln Financial Securities. The BaldwinClarke Companies and Lincoln Financial Securities are not affiliated.