Travis R Lance, ASA
Principal
Our work hinges on transitions; the seasons of life. I am honored to be a consultative component of people's lives as they navigate their seasons. Your confidence to act on our advice is the best reflection of our expertise.
OVERVIEW
Travis provides business valuation and transaction advisory services to a wide variety of industries. He specializes in employee-owned companies and acts as an adviser in ESOP (Employee Stock Ownership Plan) transactions and related compliance consulting. He also provides litigation support through business valuation and other financial and economic analyses. Key industries served by Travis include agriculture, energy, and manufacturing.
When you work with Travis, you can expect deeply thoughtful analyses and creative solutions. His priority is to reach sound conclusions and to be certain that you are fully apprised of their underlying assumptions and methods and confident in their ability to withstand scrutiny.
Outside of work, Travis enjoys nurturing his family and creating tangible things: from woodworking and general construction to auto restoration, he enjoys solving problems and creating solutions.
QUALIFICATIONS
Memberships
- American Society of Appraisers
- The ESOP Association
- National Center for Employee Ownership
Designations/Licensures
- Accredited Senior Appraiser (ASA), Business Valuation Discipline
Education
- Bachelor of Science, Business Administration, Finance – Montana State University, Billings
KNOWLEDGE
Client Work
- Provides litigation support services, including business valuation, lost profits and economic damages analyses, detailed financial analyses, valuation of complex securities, and preparation of expert reports.
- Performs valuation services for the purposes of estate and gift taxation, marital dissolution, employee stock ownership, dispute resolution, and strategic information and planning.
- Provides feasibility and transaction advisory services to companies and owners contemplating the formation of and sale to an Employee Stock Ownership Plan (ESOP).
- Specializes in valuation for estate and gift taxation planning and compliance, succession and exit planning, and dispute resolution purposes.
- Experienced with a wide variety of industries, including agriculture, apparel, construction and contracting, food service, forest products, grocery stores, health care, high-tech, hotel and hospitality, insurance, leasing, manufacturing, natural resources, newspaper, oil and gas development and production, oilfield service operations, pharmaceuticals, printing, public utilities, publishing, ranching, real estate holding companies, recreational services, restaurant, and retailing.