Samuel Y. Wessinger
Samuel Y. Wessinger is managing director of Peachtree Valuation. Sam has 29 years of professional experience, including 25 years of valuation and financial advisory experience. Through Peachtree, Sam serves business owners, companies, attorneys and accountants, and other financial valuation firms.
Sam has provided valuation and advisory services regarding private and public companies in a variety of matters, including dissenting shareholder, divorce and other litigation; gift, estate and income tax; financial reporting, including allocation of purchase price and impairment testing; and transactions, buy-sell agreements, recapitalization, employee stock ownership plans (ESOPs), and stock options and other stock-based compensation. Sam's valuation experience spans many industries and includes common and preferred stock, partnership and membership interests, debt securities, options, warrants, and various intangible assets.
Sam is skilled and experienced at reviewing valuation reports and analyses, both as regards technical issues and as regards standards compliance. He has reviewed many reports and analyses, including those of leading business valuation firms and practitioners, and can provide expert, cost-effective valuation review.
Sam has testified as an expert witness in state and federal court.
Prior to forming Peachtree Valuation LLC in 2009, Sam provided valuation services as a principal, director or manager with nationally recognized boutique valuation and litigation services firms, most recently Financial Valuation Advisors, Inc., and served as a vice president with the NationsBank Private Client Group (now the Bank of America Private Bank). Sam also provided valuation services as an assistant vice president with Wachovia Bank of Georgia, N.A. (now Wells Fargo), and promoted employee ownership of companies during four years in trade association and non-profit management with the ESOP Association and the National Center for Employee Ownership.
M.B.A., Colgate Darden Graduate School of Business Administration, University of Virginia
B.A. with Distinction, Political and Social Thought, University of Virginia.
Co-author, Financial Valuation Applications and Models, fourth edition, copyright © 2017 by John Wiley & Sons, Inc.
Articles and Presentations
Panel member, "Discounts for Lack of Marketability," FCG University, Financial Consulting Group, L.C. (2011)
Panel member, "Ask the Experts," FCG University, Financial Consulting Group, L.C. (2010)
Co-presenter, "Size Premiums, Size Premiums & Nothing but Size Premiums," Valuation Products & Services Webinar (2008)
Co-presenter, “Is Morningstar Ibbotson Data Still Relevant?,” Valuation Products & Services Webinar (2008)
Co-presenter, “Transaction Databases,” Valuation Products & Services Webinar (2008)
Co-author, “Tax Court Requiring Additional Data and More Analysis,” Valuations Plus, CPA America, Winter 2006
Co-author, “Non-operating Assets Not Included in Fair Market Valuation,” Valuations Plus, CPA America, Spring 2006
“Replies to Bajaj,” Chattanooga Tax Practitioners, Chattanooga, Tennessee (2006)
“Public Equivalent Value – Are Earnings Adjustments Required in Minority Interest Valuations?” Valuation Strategies, July/August 2005