About

Anchor Business Valuations, 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 tax and financial implications of a divorce to the sale of a multi-million dollar business.

Anchor's clients consist of individuals and private companies.  The types of businesses in which Anchor works with are privately held small-cap to lower middle market entities that range in size from $200,000 to $70,000,000 in revenue. 

 

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

  • Division of Assets for a Divorce

  • Gifting in Estate Planning

  • Mergers & Acquisitions

  • Business Development & Planning

 

Some of the sectors in which Anchor has expertise include:

  • Retail

  • Food & Beverage

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

  • IT software and Databases  

  • Various subsectors in the Medical sector

 

Trisch Garthoeffner, the founder and President of Anchor, has over ten years of valuation and financial advisory experience.  She obtained her training on Wall Street at Merrill Lynch and Lehman Brothers. She is a Certified Valuation Analyst ("CVA") through the National Association of Certified Valuation Analysts ("NACVA") and is the State Chapter President of the Southwest Florida region.  Additionally, Trisch is a Registered Investment Advisor ("RIA") through FINRA and has successfully completed the IRS Enrolled Agent representative exams. 

If you are interested in learning more about the services that Anchor offers and the importance of business valuations please call to schedule a free initial consultation.