South Park Advisors, LLC

South Park Advisors, LLC

Financial Services

Charlotte, North Carolina 900 followers

Charlotte, North Carolina | Rochester, New York | Phoenix, Arizona

About us

South Park Advisors in an independent business valuation and appraisal firm that caters to meeting the needs of private, closely-held businesses. We focus primarily on serving owners of middle-market businesses (sales between $5MM and $500MM). Our services are principally used in combination with ownership transition and/or wealth preservation strategies. How We are Different We believe that we differentiate ourselves from our competitors in four ways: knowledge and experience, personable and trustworthy nature, level of client responsiveness, and overall quality of our end product. Our business advisory professionals have over 80+ years of combined experience, and have directly performed over 3,500+ business valuations, spanning numerous industries and sub-segments on companies operating in half the states in the U.S. Our Business Appraisal and Advisory Services Are Geared Toward Working With Many Types of Businesses Attorneys (Estate Planners, Corporate, M&A, Litigators) Business Owners Financial Institutions ESOP Trustees Accounting Firms Wealth Advisors Management Consultants Contact us today to learn more about our services and how we can help you achieve your business goals.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Charlotte, North Carolina
Type
Privately Held
Founded
2014
Specialties
business valuation and advisory, estate and gift tax reporting, buy-side and sell-side ESOP representation, business succession planning, dispute resolution, financial reporting, litigation support services, buy/sell agreements, mediation, equity sales, recapitalizations, stock options, IRC409A, fairness opinions, covenants-not-to-compete, non-solicitation agreements, charitable foundation reporting, and lending purposes

Locations

  • Primary

    3623 Latrobe Dr

    Suite 209

    Charlotte, North Carolina 28211, US

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  • 95 Allens Creek Road

    Executive Square Bldg. 2, Ste. 231

    Rochester, New York 14618, US

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  • 11811 N Tatum Blvd

    Suite 3031

    Phoenix, Arizona 85028, US

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Employees at South Park Advisors, LLC

Updates

  • South Park Advisors, LLC reposted this

    South Park Advisors is pleased to announce that Luke Nordin has joined the firm’s Charlotte, NC office as a valuation associate. Luke is a recent graduate of Clemson University. Please join us in extending him a warm welcome! About South Park Advisors: South Park Advisors is an independent business valuation firm that caters primarily to meeting the needs of private, closely-held businesses. With offices in Charlotte, NC, Rochester, NY, and Phoenix, AZ, the company focuses on serving owners of small to middle-market companies. https://lnkd.in/emYiYE75

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  • South Park Advisors, LLC reposted this

    South Park is pleased to announce that our founder, Rob Snowden, will be a guest speaker at a virtual session hosted by Portus Wealth Advisors on Tuesday, October 8th, from 11:30 AM to 1:00 PM. Attendees will learn about the business valuation process and discover ways to maximize business value on their journey to financial independence. About South Park Advisors: South Park Advisors is an independent business valuation firm that caters primarily to meeting the needs of private, closely-held businesses. With offices in Charlotte, NC, Rochester, NY, and Phoenix, AZ, the company focuses on serving owners of small to middle-market companies. https://lnkd.in/e9N2-mtu

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  • South Park is pleased to announce that our founder, Rob Snowden, will be a guest speaker at a virtual session hosted by Portus Wealth Advisors on Tuesday, October 8th, from 11:30 AM to 1:00 PM. Attendees will learn about the business valuation process and discover ways to maximize business value on their journey to financial independence. About South Park Advisors: South Park Advisors is an independent business valuation firm that caters primarily to meeting the needs of private, closely-held businesses. With offices in Charlotte, NC, Rochester, NY, and Phoenix, AZ, the company focuses on serving owners of small to middle-market companies. https://lnkd.in/e9N2-mtu

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  • South Park Advisors is pleased to announce that Luke Nordin has joined the firm’s Charlotte, NC office as a valuation associate. Luke is a recent graduate of Clemson University. Please join us in extending him a warm welcome! About South Park Advisors: South Park Advisors is an independent business valuation firm that caters primarily to meeting the needs of private, closely-held businesses. With offices in Charlotte, NC, Rochester, NY, and Phoenix, AZ, the company focuses on serving owners of small to middle-market companies. https://lnkd.in/emYiYE75

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  • South Park Advisors is proud to announce that Rob Hilton will be a featured speaker at The ESOP Association’s Multi-State Conference at the Mohegan Pennsylvania, September 25-27, 2024. This collaborative regional chapter event is hosted by the New York / New Jersey and the Pennsylvania / Delaware Chapters of The ESOP Association. Rob will present two sessions at the conference, including: ·        What an Employee-Owner Can Do to Enhance a Company’s Value ·        Ask The Experts: For Mature ESOPs In his first session, Rob will address the basics of ESOP valuation in the context of how employees at all levels might enhance company value. The objective of this session is to help attendees recognize what drives value and how they may enhance the value of their ESOP stock. The "Ask the Experts" sessions are a great opportunity for participants to engage directly with a panel of seasoned ESOP professionals, including legal advisors, financial consultants, communication specialists, and trustees. About South Park Advisors: South Park Advisors is an independent business valuation firm that caters primarily to meeting the needs of private, closely-held businesses. With offices in Charlotte, NC, Rochester, NY, and Phoenix, AZ, the company focuses on serving owners of small to middle-market companies. https://lnkd.in/eegfFRfu

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  • South Park Advisors is pleased to announce that our founder, Rob Snowden, will be a featured panelist at the PNC Family Business Forum on Wednesday October 2, 2024, at the Quail Hollow Club in Charlotte, North Carolina. Rob will join a distinguished panel of experts to share his insights on navigating business transitions. This engaging session will delve into various aspects crucial for a successful transition, providing valuable strategies and perspectives. If you are a business owner that is interested in attending this event, please contact us. About South Park Advisors: South Park Advisors is an independent business valuation firm that caters primarily to meeting the needs of private, closely-held businesses. With offices in Charlotte, NC, Rochester, NY, and Phoenix, AZ, the company focuses on serving owners of small to middle-market companies. https://lnkd.in/ev7jKbhr

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  • South Park Advisors is proud to sponsor the National Christian Foundation’s Plan to Give Conference dedicated to advancing charitable giving strategies and empowering individuals and families to make informed wealth decisions. Join us at Carmel Country Club on September 17th from 7:30 AM to 12:30 PM to gain valuable insights, network with industry professionals, and earn up to 3 hours of CFP, CPE, and CLE continuing education credit. Sessions will include insights on strategies to help clients built thriving family legacies, the technical and relational aspects of women and families affected by the great wealth transfer and an interactive application of charitable planning opportunities. About South Park Advisors: South Park Advisors is an independent business valuation firm that caters primarily to meeting the needs of private, closely-held businesses. With offices in Charlotte, NC, Rochester, NY, and Phoenix, AZ, the company focuses on serving owners of small to middle-market companies. https://lnkd.in/e7eAJzWP

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  • South Park Advisors, LLC reposted this

    View organization page for Oakworth Capital Bank, graphic

    7,253 followers

    LIVE WEBINAR: Use It Or Lose It: Sunset of the Estate Tax Exemption What You Need to Know & Do Now As we approach 2026, individuals and estate planning professionals need to prepare to face a significant shift in the estate tax landscape. The current elevated exemption is expected to revert to much lower levels, potentially impacting wealth preservation strategies for many families. Understanding the landscape of estate tax is crucial for professionals, families and businesses aiming for financial success. Our expert panel includes Ronald P. Davis from Maynard Nexsen (Mobile AL), Rob Snowden, ASA, ABV from South Park Advisors, LLC (Charlotte, NC) as well as Richard Littrell, John Hensley and Janet Ball from Oakworth. We will provide a comprehensive analysis of the estate tax exemption sunset, offering valuable insights and practical strategies to help you prepare. Register now and equip yourself with the knowledge to navigate this critical juncture with confidence. Stay informed, be prepared, and ensure your hard-earned assets are protected for future generations.

    Webinar Event: 2024: Estate Tax Webinar

    Webinar Event: 2024: Estate Tax Webinar

    event.oakworth.com

  • South Park Advisors is proud to share the incredible achievements of our team member, Rob Hilton, who recently competed in the 2024 Masters Swimming National Championships. Rob’s impressive performance included finishing 3rd in the 50-yard butterfly, 10th in the 100-yard backstroke, and 12th in the 50-yard backstroke. Rob has set regional Masters Swimming records in those three events. His time in the 50-yard butterfly placed 7th in the country for all events for the year ending June 2024. Rob's success in these highly competitive events is a testament to his relentless dedication and commitment to excellence, qualities that he brings to our team at South Park Advisors every day. Please join us in congratulating Rob on these outstanding accomplishments! We are proud to have such a talented and driven individual as part of our team. About South Park Advisors: South Park Advisors is an independent business valuation firm that caters primarily to meeting the needs of private, closely-held businesses. With offices in Charlotte, NC, Rochester, NY, and Phoenix, AZ, the company focuses on serving owners of small to middle-market companies. https://lnkd.in/grYFvXAf

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  • View organization page for South Park Advisors, LLC, graphic

    900 followers

    South Park is pleased to announce that our founder, Rob Snowden, will be a distinguished panelist on the upcoming webinar “Use It or Lose It: Sunset of the Estate Tax Exemption” hosted by Oakworth Capital Bank. Scheduled for Wednesday, July 24, 2024, from 10:30 a.m. - 11:30 a.m. EDT, this live webinar promises essential insights into the impending changes to estate tax laws. Rob, alongside several esteemed professionals, will explore strategies to mitigate potential impacts and maximize planning opportunities. From adjusting estate plans to leveraging business valuation discounts, this webinar is tailored for individuals and professionals alike seeking to safeguard financial futures. Register for the event using the following link: https://lnkd.in/e-RhAgbk. About South Park Advisors: South Park Advisors is an independent business valuation firm that caters primarily to meeting the needs of private, closely-held businesses. With offices in Charlotte, NC, Rochester, NY, and Phoenix, AZ, the company focuses on serving owners of small to middle-market companies. https://lnkd.in/ePqv_suf

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