Business Valuation

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 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 middle-market companies to billion dollar 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

​​

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.

​