Timothy R. Lee, ASA

Managing Director, Corporate Valuation



Timothy R. Lee is the firm’s Managing Director of Corporate Valuation services and is a member of the firm’s board of directors.

Tim provides valuation and corporate advisory services for purposes including mergers and acquisitions, employee stock ownership plans, profit sharing plans, estate and gift tax planning and compliance matters, limited and general partnerships, corporate planning and reorganizations. In addition, Tim provides litigation support in cases involving dissenting shareholder rights, marital dissolution, tax matters, and other shareholder conflicts.

Noteworthy industry experience includes beverage distribution, construction, distribution, food services, general & specialty contracting, manufacturing, retail, technology, and transportation.

He also has extensive experience in working with both sellers and buyers in merger and acquisition advisory engagements. Tim assists clients through all phases of the sales process, from conducting strategic alternatives analysis to determine if selling is indeed the best option, to structuring, negotiating, and closing transactions.

He is a frequent speaker to estate planning and business associations on topics related to corporate valuation and succession planning. In 2011, Tim co-authored the book, A Reviewer’s Handbook To Business Valuation: Practical Guidance To The Use And Abuse Of A Business Appraisal, with L. Paul Hood, Jr., JD, LLM (John Wiley & Sons, Inc.).

Professional Activities

  • The American Society of Appraisers
  • The Financial Consulting Group
  • The National Beer Wholesalers Association
  • The ESOP Association
    • Valuation Advisory Committee

Professional Designations

  • Accredited Senior Appraiser (The American Society of Appraisers)

Education

  • University of Memphis, Memphis, Tennessee (B.B.A., 1994)