Valuation Advisory

Our numbers don’t lie.

Knowing where you stand today, can get you to where you want to go tomorrow. That’s what our Certified Valuation Analysts help you do. Deploying useful and objective analysis, we’ll provide you with valuations of a business, tangible and intangible assets. Helping you make better decisions, with precise and unbiased assessments in both litigious and non-litigious matters. 

Planning for the future is essential for protecting your family’s wealth and after-tax net worth. Yet, estate planning is not just about minimizing taxes. It is a clear and concise plan for distributing assets to your heirs. But before you can share your assets, it’s important to know their worth. That’s were a well-executed valuation comes into play.

Our valuation pros have performed thousands of valuations. We put our skills to work to get your valuation right. Helping you meet your end goals, whatever they may be.

  • Closely held equity interests for gifting, trusts and related-party transactions

  • Equity interests in family limited partnerships and LLCs

  • Studies of discounts for lack of control and lack of marketability

  • Expert witness testimony when needed in probate proceedings

Credentials that matter

Combining specialized accounting, forensic and valuation proficiency with the right credentials gives you the experience that counts when it comes to matters that matter most. Our pros hold more than one of the following credentials:

  • Certified Public Accountant (CPA)

  • Accredited in Business Valuation (ABV)

  • Certified in Financial Forensics (CFF)

  • Certified Valuation Analyst (CVA)

  • Accredited Senior Appraiser (ASA)

  • Certified Fraud Examiner (CFE)