Valuation Consulting Services

Our certified and signed valuation appraisals are performed according to professional standards of the American Society of Appraisers (ASA) and National Association of Certified Valuators and Analysts (NACVA), as well as in compliance with the Uniform Standards of Professional Appraisal Practice (USPAP).

gift and estate tax

Business valuations are a critical component of effective estate planning. Our gift and estate tax valuation services deliver precise, defensible valuations to support tax planning and compliance. We provide detailed analyses tailored to IRS requirements, ensuring accuracy and peace of mind for estate and gift transfers.

Transactions

We offer expert valuation consulting for mergers, acquisitions, and other transactions. Our valuation analyses help clients evaluate offers, maximize value in a sale, or avoid overpayment for an acquisition. Our reliable valuations provide peace of mind that any proposed transaction is within a reasonable range of fair market value.

Buy / Sell Agreements

Our valuation services for buy/sell agreements ensure fair and accurate pricing for ownership transitions. Ownership agreements often specify the need for independent valuation professionals to assist in determination of fair market value or calculate a transfer price based on previously accepted formulas or procedures. We craft customized, easy to understand, and reliable valuations that align with terms of your company’s governing documents to protect all parties involved and avoid disputes over value.

Lending

We provide robust valuation analyses to support lending decisions by financial institutions. We provide precise valuation services tailored to meet Small Business Administration (SBA) loan requirements, ensuring compliance with SBA guidelines. Our detailed, defensible reports deliver clear asset and business valuations to support lenders and borrowers in securing SBA financing.

Marital Dissolution

Our marital dissolution valuation services deliver impartial, accurate assessments of business and asset values during divorce proceedings. We provide clear, defensible reports to support equitable settlements and satisfy jurisdictional requirements.

Complex Capital Structures

We specialize in valuing companies with complex capital structures, including multi-tiered entities, preferred shares, stock options and warrants, and convertible debt securities. Our rigorous analyses untangle complexity, delivering clear valuations for strategic decision-making and compliance.

Litigation support

We provide litigation support on a wide variety of commercial and personal legal disputes, including calculation of economic damages in the form of lost profits or impaired value. Additionally, our services include consultation as an outside expert, review of opposing party reports and testimony regarding valuation issues and lost profits, as well as deposition and cross exam preparation. We deliver credible, well-documented valuation reports and calculations to strengthen your case in court, arbitration, or settlement negotiations.