Timothy R. Lee, ASA

Managing Director

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, trust & estate planning and compliance matters, corporate planning, and reorganizations.  In addition, he provides litigation support services in cases involving economic damages, business valuation, dissenting shareholder rights, marital dissolution, and tax matters.

Noteworthy industry experience includes income producing real estate, beverage distribution, construction, distribution, food services, general & specialty contracting, hospitality, 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 National Beer Wholesalers Association
  • The ESOP Association
    • Valuation Advisory Committee

Professional Designations

  • Accredited Senior Appraiser (The American Society of Appraisers)


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