Address

1044 Main Street, Suite 501
Kansas City, Missouri 64105
Office: (816) 471-0005

The Value of Experience and Performance

Stern Brothers is recognized as a highly professional, relationship oriented financial adviser. Many of the country’s most respected legal and accounting firms recommend Stern Brothers to their clients. Stern Brothers’ reputation for integrity and excellence in business valuation and financial advisory services is based on seven measures of performance.

Credentials

Our professionals have the credentials that are the critical component of every valuation report that we issue. We have a staff with the following credentials: Certified Public Accountant (“CPA”)/Accredited in Business Valuation (“ABV”), Chartered Financial Analyst (“CFA”), Accredited Senior Appraiser (“ASA”), and Certified Business Appraiser (“CBA”). These credentials are well recognized by the Internal Revenue Service, the Department of Labor and the courts.

Experienced Professionals

A key benefit Stern Brothers offers is that each assignment is handled personally by a member of its professional staff. We have performed over 4,000 valuation and financial advisory assignments over the past 29 years. Stern Brothers’ professionals have combined experience of over 250 years and have attained advanced degrees and/or designations most recognized within the investment research and business valuation industries.

Independence

Stern Brothers is privately held and owned by its employees. With the company’s primary focus being business valuation and financial advisory services, it is a truly independent firm, offering reliable, objective and unbiased opinions.

Effectiveness

Stern Brothers’ valuations are supported by sound theories and practical knowledge gained through years of experience in securities analysis, merger and acquisition transactions, initial public offerings, and private placements. The company takes great pride in completing assignments in a timely fashion.

Industry Leadership

The professionals at Stern Brothers are committed to leadership roles in the valuation and financial advisory industry. Our involvement as executive leaders in the American Society of Appraisers, The Institute of Business Appraisers, the CFA Institute, the American Institute of Certified Public Accountants and the Missouri Society of CPA’s is reflective of our dedication to advancing professionalism in the industry.

Documentation

Stern Brothers’ valuation reports are fully documented in accordance with regulations relating to Revenue Ruling 59-60, “Fair Value”, “Adequate Consideration”, etc., and are prepared in conformity with the Uniform Standards of Professional Appraisal Practice (USPAP), and standards and codes of ethics set by The Appraisal Foundation, The Institute of Business Appraisers, the American Institute of Certified Public Accountants, and the American Society of Appraisers.

Longevity

It is vital that your valuation firm is available if needed in the future to back up its opinions should there be a challenge by the Internal Revenue Service, Department of Labor, shareholders, or some other party. Stern Brothers has served the business community since 1917 and has the financial resources and commitment to continue its services long into the future.