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Credible Business Appraisals and Valuations that can be Relied on with Complete Confidence

Valuation is at the core of everything we do as a firm.


Accurate, credible, and supportable valuation opinions, independently-prepared by highly experienced and accredited experts, is often the first critical step in a range of financial, transaction, and strategic planning initiatives.


We are experts in the valuation of entire companies and limited partnerships, as well as specific ownership interests, investment opportunities, and a range of intangible assets.  We provide independent and unbiased valuations for companies ranging from start-ups to small businesses to mid-sized companies to large corporations for the following purposes:

  • ​​Business sales, mergers, and acquisitions

  • Shareholder and partner buy-sell transactions

  • Tax and estate planning

  • Employee Stock Ownership Plans (ESOPs)

  • 409A and equity compensation

  • Private equity and venture capital investments

  • Exit, liquidity, and succession planning

  • Fairness and solvency opinions

Much more than just looking at financial reports and crunching numbers, we take the time to truly understand the companies we value, their competitive environment, their value drivers, and the market of potential buyers so that when we render an opinion of value, we can do so with confidence.  


With 30 years and over one thousand valuations of experience, our valuation, fairness, and solvency opinions are highly accurate, credible, supportable, and grounded in reality.



Our business valuation professionals hold the Accredited Senior Appraiser (ASA) designation from the American Society of Appraisers.  The ASA designation is the gold standard of business valuation designations.  The ASA is the most difficult valuation designation to obtain and the most respected by the world's largest and most prestigious valuation firms.


By Phone:

Los Angeles Office -  (213) 233-1100

San Diego Office -  (858) 964-1985

Irvine Office -  (949) 214-2242

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