We are an independent, full-service valuation firm. We offer an array of valuation and consulting services, including corporate valuation, gift, estate, and income tax valuation, buy-sell agreement valuation, financial reporting valuation, and ESOP and ERISA valuation.

Our valuation professionals are highly qualified to help clients with critical valuation issues. Our deliverables are designed to withstand review by third parties such as in administrative, regulatory body review and court proceedings. We are a “qualified source” per SOP 50 10 5 (J) of Small Business Administration. We can assist with transaction-related needs, including M&A advisory, fairness opinions, and strategic alternatives assessment. We provide thorough, independent valuation analyses together with superior client service and responsiveness.

We produce comprehensive analyses and deliverables that reflect our technical depth and extensive experience with complex valuation issues and diverse industries. By working with our clients at every step of the valuation process, we maximize efficiencies by minimizing diversion of client resources and personnel. We are well known for dependability, including on-call availability during a project, strict adherence to deadlines, and continuous communication with our clients.

∙ Financing related valuations
∙ Sales of business or interest in business
∙ Sales of interest to insider
∙ Estate transfer of business or interest in business
∙ Gift transfer of business or interest in business
∙ Succession and exit planning
∙ Special tax valuations including intangible asset valuation
∙ Family law engagement
∙ Civil litigation

∙ Automotive parts manufacturer
∙ Steel manufacturers and distributors
∙ Chemical
∙ Transportation
∙ Information Technology, Software and Game
∙ Biotechnology and Pharmaceutical