Our Services

Comprehensive business valuation services for tax, legal, financial, and strategic purposes — backed by ASA and CFA credentials.

Tax & Estate Planning Valuations

Accurate, defensible valuations for gift tax, estate tax, and income tax compliance. Our reports are prepared in accordance with IRS requirements, USPAP standards, and ASA professional guidelines — built to withstand IRS scrutiny and support your tax planning strategy.

Common Engagements

Gift tax valuations for ownership transfers and succession planning. Estate tax valuations for decedent estates and trust administration. Charitable contribution valuations for donated business interests. IRC §409A valuations for stock option pricing. S-corp and partnership interest valuations for tax compliance. Discount analysis for lack of marketability and lack of control.

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ESOP & Employee Ownership Valuations

Independent annual valuations for Employee Stock Ownership Plans, as required by ERISA and Department of Labor regulations. We serve as the independent financial advisor to ESOP trustees, providing fair market value opinions that protect plan fiduciaries and participants.

Common Engagements

Annual ESOP share valuations for plan administration. Feasibility studies for companies considering ESOP formation. Transaction fairness opinions for ESOP stock purchases and sales. Adequacy of consideration opinions for ESOP trustees. Repurchase obligation studies and planning. ESOP-related litigation support and expert testimony.

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Litigation & Dispute Resolution

Expert valuation opinions and testimony for litigation matters including shareholder disputes, marital dissolution, partnership dissolutions, breach of contract, commercial damages, and other contested proceedings. Our reports and testimony are designed to withstand cross-examination and Daubert challenges.

Common Engagements

Marital dissolution valuations for divorce proceedings. Shareholder oppression and minority interest disputes. Partnership dissolution and buyout disputes. Commercial damages and lost profits analysis. Breach of fiduciary duty matters. Expert witness testimony — depositions, arbitrations, and trial. Rebuttal analysis of opposing expert reports.

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Transaction Advisory

Independent valuation support for business transactions including mergers, acquisitions, buyouts, buy-sell agreements, and ownership transitions. We help business owners, boards of directors, and their advisors make informed decisions backed by rigorous financial analysis.

Common Engagements

Fairness opinions for proposed transactions. Buy-sell agreement valuations and formula reviews. Ownership succession and transition planning valuations. Merger and acquisition due diligence support. Shareholder buyout and redemption valuations. Intangible asset and intellectual property valuations.