Anchor Business Valuations & Financial Services, LLC is a business valuation and financial advisory firm based out of Naples, Florida.  Anchor assists their clients through a broad capacity of services spanning from advice on the financial implications of a transaction/proceeding to the determination of value of a multi-million dollar business.

Anchor's clients consist of individuals, companies and assigned representatives.  The types of businesses in which Anchor works with are private and public entities that range in size from $200,000 to $70,000,000 in sales. 

Trisch Garthoeffner, the Founder and President of Anchor, has over fifteen years of valuation and financial advisory experience.  She obtained her training on Wall Street at various institutions including Merrill Lynch and Lehman Brothers.  She is a Certified Valuation Analyst ("CVA") and Master Analyst in Financial Forensics ("MAFF") through the National Association of Certified Valuators & Analysts ("NACVA") and is the Florida NACVA State Chapter President.  Additionally, Trisch is an Enrolled Agent ("EA") which enables her to represent taxpayers in all capacities in a court of law.  EA's are the only IRS sponsored taxpayer representatives.

The concentration of valuation services provided by Anchor are applied towards:

  • Division of Assets for a Divorce

  • Shareholder Disputes

  • Gifting in Estate Planning

  • Valuation of an Estate (asset held within the estate) upon Death

  • Mergers & Acquisitions

  • Bankruptcy

  • Business Development, Planning & Optimization

Some of the sectors in which Anchor has expertise include:

  • Retail

  • Food & Beverage

  • Facilities Services (construction, janitorial services, roofing, HVAC, carpet cleaning, recycling, plumbing)

  • IT Software and Databases  

  • Medical (offices, physician groups and devices)

  • Tourism

  • Law Firms

  • Accounting Firms

If you are interested in learning more about the services that Anchor offers and the importance of business valuations please call (239) 324-0611 or (312) 632-9144 to schedule a free initial consultation.

4851 Tamiami Trail North, Suite 237, Naples, FL 34103