We guarantee effective and knowledgeable valuation expertise for you and your agency. Our reputation and history of success with our clients and their agency needs speaks for itself. There is no substitute for the best.
Each and every client and valuation engagement is different so our focus is on carefully listening and understanding each unique situation such that the final work product, analysis and consultation is custom-tailored to the specific needs of that particular client's needs.
Regardless of the purpose of the valuation, you can rest assured that we’re going to help you. We’re committed to providing you with superior expert level support and knowledge. We approach every client with a focus on integrity, unparalleled valuation analysis and support, and thorough understanding.
Expert Insurance Agency & Brokerage Appraisal
I am a 19 year business valuation and litigation support expert specializing in all types of valuation work, including IRS reviews, audits and appeals regarding contested valuations.
I have extensive experience working with partner level estate planning tax attorneys and high net worth clients that own a private or closely held agency with significant material value and I work with attorneys and agency owners throughout the United States and internationally.
I also provide expert litigation support, valuation analysis and testimony in the areas of marital dissolution, shareholder disputes, economic damages, lost profits, and intellectual property rights infringement cases.
Sean is exclusively focused on providing business valuation services to privately-held insurance brokers and agencies and other insurance industry entities nationwide for ownership perpetuation planning, estate planning, transactions, litigation, financial reporting and ESOP purposes. Sean has 19 years of business valuation and litigation support experience and has personally completed thousands of valuations, encompassing all types of valuation work; including taxes, transactions, litigation, financial reporting and corporate planning.
Previously, Sean was a senior member of one of the oldest independent business valuation firms in the United States, which was founded in 1946 and serves clients throughout the United States. He also served as executive in charge of the Tampa, Florida office of a national business valuation practice where he was in charge of the Southeastern United States. Sean is also the founder and former owner of Hayes Valuations, LLC, where he completed hundreds of valuations for clients throughout the United States and internationally, and built shareholder value for nearly 10 years before merging his business valuation/litigation support practice with another firm. He also served as senior manager of business valuation and litigation support for a Miami, Florida CPA firm with a 64 year operating history, where he was in-charge of national and international business valuation projects. Currently, Sean is headquartered in Chicago, Illinois, where his consulting focus is on valuations completed for the purpose of taxes, transactions, litigation, financial reporting and corporate planning.
Sean holds a Bachelor of Science degree with majors in accounting and finance and a minor in economics from Jacksonville University of Jacksonville, Florida; an AACSB accredited business school founded in 1934. Sean is a Certified Valuation Analyst (CVA) and certified member of the National Association of Certified Valuators and Analysts (NACVA). Worldwide, the CVA certification is held by only 6,500 valuation professionals. He is a candidate member of the American Society of Appraisers (ASA) and a Certified Business Appraiser candidate (CBA). He is also a member of the Institute of Business Appraisers (IBA) and the Chicago chapter of the Association for Corporate Growth (ACG). Please contact Sean with inquiries regarding valuation consulting, speaking engagements, or article publication.