Independent valuations with the reasoning laid out clearly, for a sale, a buy-sell agreement, estate and gift planning, lending or a dispute.
Know a realistic value before you negotiate or set a price.
Buy-sell agreements, partner exits and ownership changes.
Valuing interests transferred to family members or trusts.
Valuations prepared for litigation, with testimony if needed.
We discuss the purpose of the valuation, the date and who will rely on it.
Scope, standard of value, fee and timeline agreed in writing.
Financial statements, tax returns and forecasts, shared through your secure portal.
We analyze the business, the industry and the numbers, and discuss them with management.
A written report with the value conclusion and the reasoning behind it.
A valuation for a sale, a gift tax return or a court case can call for a different standard of value and level of detail, so we agree the purpose first.
Usually several years of financial statements and tax returns, current results, and any forecasts. We'll send a specific list.
Yes, if it is prepared for that purpose. We can also testify about it.
Buy-side and sell-side advisory, quality of earnings, financial due diligence, transaction structuring, and purchase price allocation.
Learn more →Expert witness testimony, economic damages analysis, forensic accounting, lost profits calculations, and business valuation for legal proceedings.
Learn more →Year-round proactive planning, estimated tax minimization, entity selection analysis, retirement planning, and multi-state nexus analysis.
Learn more →Initial consultations are always free. Send a message and we'll respond within one business day.
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