Search for:
Created with Sketch.
Government Services
Created with Sketch.
Healthcare & Life Sciences
Created with Sketch.
Hospitality & Retail
Created with Sketch.
Industrial Manufacturing
Created with Sketch.
Not-for-Profits
Created with Sketch.
Private Equity
Created with Sketch.
Professional Services
Created with Sketch.
Real Estate & Construction
Created with Sketch.
Technology
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer
Providing You Guidance to Innovate and Grow Your Business
Achieving Success When Selling to the World’s Largest Buyer

Advisory

Tax

Assurance

COVID-19 Guidance Center

Tax Implications and Financial Business Guidance Regarding the Coronavirus

Tableau and Alteryx Online Training Courses

We’re all about continuous learning and growth. Harness the power of your data.

Employee Retention Credit Tax Services

Expanded Employee Retention Credit (ERC) & how our professionals can assist you.

Created with Sketch.
Client Portal
Created with Sketch.
Pay Online
How Can We Guide You?

How Can We Guide You?

Daniel Welborn, CPA, ABV, ASA

Director, Valuation Services

Let's Talk

P704.940.2627

CPA License:

NC-31116

Created with Sketch.
Download vCard
Created with Sketch.
Charlotte, NC
Created with Sketch.
LinkedIn

Focus Areas

  • Financial Reporting Valuations (ASC 805/350/718)
  • Mergers & Acquisitions
  • Tax Compliance Valuations
  • Business Enterprise Valuations
  • Purchase Price Allocations
  • Goodwill Impairment Analyses
  • Intangible Assets
  • Financial Modeling

Industries

Healthcare & Life Sciences
Industrial Manufacturing
Private Equity

Related Thought Leadership

Estate Tax Planning Under the New Biden Administration
SEC Addresses SPACs Warrant Accounting and Disclosure Liability Issues
2021 Outlook: Private Equity
Impairment Considerations Arising from COVID-19
Quick Reference Guide for Valuation of Portfolio Company Investments
  • B.S. in Business Administration, University of North Carolina at Chapel Hill
  • Masters of Science in Accountancy, University of North Carolina at Chapel Hill
  • American Society of Appraisers (“ASA”)
  • American Institute of CPAs (“AICPA”)
  • North Carolina Association of Certified Public Accountants (“NCACPA”)