Know Your True Worth.
Make Better Decisions.
Whether you're planning an exit, navigating a tax event, or settling a dispute, you need a valuation that's accurate, defensible, and delivered by credentialed professionals. We provide clarity when the stakes are highest.
Valuations for Every Purpose
Different situations require different approaches. We tailor our methodology and deliverables to your specific needs.
Transaction Advisory
Pre-sale valuations to set expectations, support negotiations, and validate offers.
Estate & Gift Tax
IRS-compliant valuations for wealth transfer, succession planning, and estate settlement.
Litigation Support
Expert testimony and defensible analyses for disputes, divorces, and shareholder matters.
Partner Buy-In/Out
Fair value determinations for ownership transitions and partnership agreements.
Financial Reporting
GAAP-compliant valuations for purchase price allocation, goodwill impairment, and more.
Strategic Planning
Benchmark valuations to inform growth strategy, capital raising, and long-term planning.
Rigorous. Defensible. Transparent.
Our valuations meet the highest professional standards and withstand scrutiny from the IRS, courts, and sophisticated transaction counterparties.
Income Approach
Discounted cash flow analysis projecting future economic benefits and applying appropriate discount rates.
- Discounted Cash Flow (DCF)
- Capitalized Earnings
- Excess Earnings
Market Approach
Analysis of comparable public companies and precedent transactions to derive market-based multiples.
- Guideline Public Companies
- Guideline Transactions
- Industry Multiples
Asset Approach
Adjusted net asset value analysis for asset-intensive businesses or holding companies.
- Adjusted Net Asset Value
- Liquidation Value
- Replacement Cost
From Engagement to Delivery
Scoping
Define purpose, standard of value, and deliverables
Data Collection
Gather financials, contracts, and industry data
Analysis
Apply valuation methodologies and build models
Review
Internal QC and draft report preparation
Delivery
Final report with management discussion
Comprehensive. Clear. Actionable.
Every engagement includes a detailed report that explains our methodology, supports our conclusions, and can withstand professional scrutiny.
- Executive summary with key findings
- Company and industry analysis
- Detailed financial analysis and normalization
- Valuation methodology explanation
- Supporting calculations and exhibits
- Professional certification and qualifications
Credentials That Matter
Credentialed Professionals
Our team holds ASA, CVA, and CFA designations—the gold standard in business valuation credentials.
Transaction Experience
We've valued businesses across 50+ industries and advised on hundreds of M&A transactions.
Audit & IRS Defensible
Our reports meet AICPA, ASA, and IRS standards. We stand behind our work in any forum.
Need a Business Valuation?
Tell us about your situation. We'll scope the engagement, provide a fixed-fee quote, and deliver on time—guaranteed.
Most valuations completed within 3-4 weeks. Rush delivery available.