We believe that businesses today require specialized, personally tailored services from their professional services firm. We tailor services to meet our client's needs in the following areas:

• Business Valuation
   
• Accounting and Tax
   
• Consulting
   

Our valuation experience extends across a range of industries and circumstances. Coe & Associates LLC has completed valuations for closely-held businesses from manufacturers to professional services and our assignments have addressed the full range of corporate transactions, shareholder liquidity services, employee stock ownership plans, litigation support and tax-related services. Our credentials and experience qualify us to complete diverse valuation assignments, including:

• Business or business division sales
• Buy-sell agreements
• Corporate/partnership recapitalization
• Debt/equity securities structuring
• Fairness opinions
• Mergers and acquisitions
• Partnership interests
• Stock option programs
• Valuation of enterprises, professional practices and partnership interests
• Valuation of intangible property
• Valuation of patents and royalties

• Annual appraisals
• Fairness opinions

• Arbitration and mediation
• Due diligence investigations
• Expert testimony
• Regulatory issues

• Shareholder sales to an ESOP
• Minority stock repurchase valuation
• Negotiation assistance
• Valuations for sale or public offering

• Charitable gifts
• Estate and gift tax
• Negotiation assistance
• Minority asset appraisals
• Review of IRS valuations

Accounting is a primary function that companies need, however, some companies find it is not economically feasible to hire trained accountants or full-charge bookkeepers. Our firm solves this problem by providing accounting and tax services on a retainer basis. Clients gain the advantage of a high quality accounting department without the related employment costs. Our credentials and experience qualify us to provide the following accounting and tax services:

• Monthly bookkeeping
• Quarterly and annual financial statements
• Financial statement analysis

• Quarterly and annual payroll tax reporting
• Monthly sales tax reporting
• Business income tax services

We provide management consulting services to electric, natural gas, water and water reclamation utilities. Our services include: costing and pricing, depreciation and valuation, rate analysis, financial analysis, and strategic planning.

We can review your accounting information system and help you decide if your current hardware, software and personnel are adequate to meet the needs of your business. We have experience with commercial packages such as Great Plains, SAP, Oracle Financials as well as customized software packages.

We provide individualized training to clients in the areas of: accounting and finance, accounting information systems, public utility accounting and finance, public utility cost-of-service, and public utility rate design.

Marty Coe
Coe & Associates LLC
804 16th Avenue
East Moline, IL 61244-0785
Phone: 800-424-3874 ext. 205
Email:marty@coeonline.com

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