Welcome
Gillmore Valuation & Forensics, P.L.
Business Valuations | Sell-Side | Buy-Side | Tax Filing | Estate Planning | Expert Testimony
Business Valuations - 2020 | Florida and Pacific Northwest
Business Valuations - 2020 | Florida and Pacific Northwest, USA
Our business valuations meet the American Institute of Certified Public Accountants (AICPA) guidelines for IRS gift and estate tax filing, small business loan applications (SBA 7A), buy-sell agreements, and litigation support. We also meet the Daubert standard for expert testimony at trial.
We provide business valuations for shareholder buyouts, buy-sell agreements, partnerships, family limited partnerships, and divorcing spouses.
Credentialed by the State of Florida Board of Accountancy (CPA), the American Association of Certified Public Accountants (AICPA, CPA/ABV), and the Association of Certified Fraud Examiners (CFE), Mr. Gillmore is ethically bound to produce reports and provide testimony that is unbiased, accurate, reliable, and easy to reproduce.
We travel to clients throughout Florida, Washington, Oregon, and Idaho.
Schedule a free initial consultation with us today.
Divorce Consulting - 2020 | Florida and Pacific Northwest, USA
Mr. Gillmore is a Certified Public Accountant (CPA) providing divorce accounting services throughout central Florida.
We assist with requests to produce; financial affidavit preparation; equitable distribution proposal; lifestyle analysis for alimony.
We attend your settlement conference, act as the collaborative financial neutral in your collaborative case, and provide expert witness testimony in litigated cases.
We travel to clients throughout Florida, Washington, Oregon, and Idaho.
Litigation Consulting - 2020 | Florida and Pacific Northwest, USA
We provide forensic accounting services for shareholder disputes, divorce cases, asset tracing, and fraud examinations.
- Fraud examination
- Asset tracing
- Assistance with pretrial and trial issues
- Information, document and exhibit creation and collection
- Clear explanations of the facts regarding accounting, business, and tax
- Strategy development, data analysis, witnesses preparation
- Assessment of damages, losses, earnings, profits, disputes, and business value
- Rebuttal of opposing expert testimony and cross-examination questions
- Assistance with settlement negotiations
We travel to clients throughout Florida, Washington, Oregon, and Idaho.
Expert Witness Testimony 2009 to 2020 | Florida
Mr. Gillmore has provided expert witness testimony on twenty-two separate occasions at hearings and trial from January 2009 today in central Florida counties: Orange, Seminole, Brevard, Polk, Lake, Volusia, and Osceola.
Peer Reviewed Publications 2016 to 2020 | United States
Our peer reviewed simplified MUM method of goodwill appraisal prevailed in the Appellate Court of Illinois, Second District in the marital dissolution matter of Preston v Preston ( 2018 IL App (2d) {170656-U No. 2-17-0656 Order filed August 1, 2018}. This business appraisal method was used in cases at hearings and at trial in Melbourne, Orlando, Lakeland, Deltona, and Daytona Beach Florida.
Licensed and Credentialed
Credentialed by the State of Florida Board of Accountancy (CPA), by the AICPA (ABV, CFF), and by the Association of Certified Fraud Examiners (CFE), Mr. Gillmore is ethically bound to produce reports and provide testimony that is unbiased, accurate, reliable, and simple to reproduce.
Bruce Parisi, MBA, ASA, ARM
Bruce Parisi, MBA, ASA, ARM
Bruce is a consultant to persons requiring expertise in the field of small business start-up, business appraisal, finance, fiduciary related matters, and private investment analysis. Bruce is professionally involved in finance for more than 30 years and has a Master of Business Administration degree in finance. His professional background includes both institutional and personal trust operations and administration, and he has been a credentialed business appraiser since 2007. Bruce was employed in the field of real estate credit reporting, individual retirement account administration, and private equity. In 2015 Bruce was credentialed in the formal process of appraisal review and can professionally opine upon business appraisals produced by other parties.
During the last 18 years of his tenure in the field of commercial banking, Bruce served in the personal trust area of a large mid-western banking institution as a private placement asset manager and business appraiser. Bruce’s personal book of business under supervision had surpassed 185 individual financial assets, at one time. The focus of the position was to support trust portfolio managers and trust administrators, who were unprepared to deal with the issues surrounding private placement investments. Bruce has personally prepared approximately one hundred estate tax valuations of private placement assets on behalf of trust clients, not one of which was ever questioned by taxation authorities. Other related duties were to comment upon trust income tax preparation, third-party asset appraisals, affect asset sales, opine upon new asset purchases, attend shareholder and partnership meetings, vote proxies, consider tender offers, consider S election proposals, etc.
In addition to engaging his services for estate/gift taxation, Bruce’s services can be used when considering a new business acquisition or sale, family law matters, estate planning, Small Business Administration (SBA) loan underwriting, fiduciary matters, commercial credit analysis, and litigation support. Feel free to contact Bruce at for more information at (219) 292-5797 or bxp15@yahoo.com.
Small Business and Personal Services
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Tax Preparation - 2020
Email us for tax preparation: tomg@GillmoreAccounting.com
Regarding COVID-19 stimulus checks: If you have filed a tax return for 2018 or 2019, you don’t need to do anything else. If you haven’t filed taxes for either year, the IRS recommends that you file back taxes for 2018.
The government will first look at your 2019 return to determine your eligibility. If you have not filed your 2019 return, they will look at your 2018 tax return.
Bookkeeping - 2020
- Bookkeeping: manage daily transactions
- We travel to your home or office in Windermere, Winter Park, and Maitland.
Business Consulting - 2020
- CFO Services: Interim CFO, consulting and planning
- Capital Fundraising: Introduction to lenders including banks and SBA.
- Mergers & Acquisitions: Financial planning for mergers and acquisitions
- CPA serving clients throughout central Florida in Lake Mary, Orlando Orange County, Seminole County, Polk County, Lake County, Brevard County, Volusia County, since January 2009.
- We travel to your home or office in Windermere, Winter Park, and Maitland.