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Valuations

Credible, Market-Based Valuations that can be Relied on with Complete Confidence

We are experts in the valuation of entire companies, business segments, and limited partnerships, as well as specific ownership interests and intangible assets. 

We perform valuations and render fairness and solvency opinions with a focus on owner-managed companies ranging from small businesses to middle-market companies to large corporations for the following purposes:

  • Business sales, mergers, and acquisitions

  • Shareholder buy-in and buy-out transactions

  • Tax and estate planning

  • Employee Stock Ownership Plans (ESOPs)

  • 409A and equity compensation

  • Private equity and venture capital investments

With over 25 years and thousands of valuations of experience, our valuation, fairness, and solvency opinions are highly credible and can be relied on with complete confidence.