Wilcoxon ConsultingLLC

Our Practice

Services

Four core disciplines. One standard of excellence. Every engagement is grounded in decades of experience, objective analysis, and a commitment to delivering clear, practical solutions.

Over 400 valuation reports. Every one handled personally.

Financial Advisory & Valuation

Since 2006, Jerry has prepared over 400 valuation reports for estate and gift tax, marital dissolution, litigation support, and exit planning. He brings decades of experience and sound professional judgment to each engagement, delivering timely, thorough, and defensible valuation analyses.

Estate & Gift Tax Valuations

Fair market value opinions for closely held businesses and ownership interests filed with the IRS on estate and gift tax returns — prepared to withstand IRS scrutiny.

Marital Dissolution (Divorce)

Business valuations for divorce proceedings, providing clear, defensible opinions on the value of closely held business interests for equitable distribution.

Litigation Support & Damages

Business valuation, forensic accounting, and damages calculations in support of complex commercial disputes and shareholder matters. Jerry has testified in court in Maryland, Virginia, and North Carolina.

Succession & Exit Planning Valuations

Valuation support for business owners planning a sale, transfer, or succession — helping them understand what their business is worth and how to maximize it.

Senior CFO experience. Without the full-time cost.

Fractional CFO & Business Consulting

Since 2001, Jerry has served as fractional CFO for businesses with revenues from $1M to $75M across logistics, warehousing, distribution, insurance, manufacturing, construction, and professional services — primarily in the Mid-Atlantic, with engagements in South Florida and Louisiana. He's been on the implementation side of consulting, which means he doesn't just make recommendations — he helps execute them.

Fractional CFO Services

Senior financial leadership on a part-time or project basis — financial reporting, cash flow management, banking relationships, and strategic financial planning for growing businesses.

Interim CFO Solutions

Stepping in as CFO during transitions, ownership changes, or periods of rapid growth — providing continuity and senior-level financial oversight when it matters most.

Profit Improvement Consulting

Identifying and implementing operational and financial improvements that directly impact the bottom line — with clear action plans, not just recommendations.

Financial Systems & Reporting

Improving financial reporting, internal controls, and accounting systems so business owners have the information they need to make confident decisions.

Banking & Cash Flow Advisory

With 20+ years of community bank board experience — including service on loan committees — Jerry understands the lending process from the inside. He helps clients assess their financing needs, prepare for lender conversations, and match their situation with the right banking options. Whether it's a line of credit, term loan, or restructuring, he bridges the gap between what clients need and what banks want to see.

Business Turnaround & Recovery

When a business is in financial distress, Jerry steps in to assess the full picture — cash flow, operations, debt structure — and build a realistic path forward. Several turnaround clients have gone on to sell for significant amounts.

Credible analysis. Court-tested testimony.

Litigation Support & Expert Witness

Jerry provides expert witness services and litigation support in complex financial and business disputes — including business valuation, forensic accounting, and damages calculations. He has testified in court on several occasions in Maryland, Virginia, and North Carolina, and his work is built to withstand scrutiny from opposing counsel and the bench.

Expert Witness Testimony

Experienced testimony in state court proceedings on valuation, financial, and economic matters. Jerry has testified in Maryland, Virginia, and North Carolina and is available for deposition and trial.

Business Valuation for Litigation

Defensible valuation opinions for shareholder disputes, partnership dissolutions, breach of contract, and other commercial matters requiring independent financial analysis.

Forensic Accounting

Investigation and analysis of financial records to detect fraud, trace assets, and quantify financial misconduct in litigation and dispute contexts.

Damages Calculations

Quantification of economic damages, lost profits, and lost business value in commercial disputes — prepared to meet evidentiary standards.

Know what your business is worth. Plan your next move.

Exit Planning & Transactions

Having worked in mergers and acquisitions while in industry, Jerry has advised clients on buying and selling privately-owned businesses since returning to public practice in 2001. He works with owners to understand the exit planning process and guides them through every step of a buy-side or sell-side transaction — from initial valuation through closing.

Exit Planning Strategy

Helping business owners understand their options, timeline, and the steps needed to maximize value before a sale or transition.

Buy-Side Advisory

Financial due diligence, valuation analysis, and advisory support for buyers evaluating acquisition targets — so you know what you're getting before you commit.

Sell-Side Advisory

Preparing owners for a sale — including pre-sale valuation, financial clean-up, and guidance through the transaction process.

Succession Planning

Valuation and advisory support for family business transitions, management buyouts, and ownership transfers to the next generation.

At a Glance

Areas of Practice

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Wilcoxon Consulting

LLC

Strategic guidance for executives navigating complex challenges.

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Contact

[email protected](410) 763-9100

12 W. Dover Street, Suite 2, Easton, MD 21601

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