Your Trusted Valuation Advisors
Business Valuation Services
Whether you are buying or selling a business, forming a joint venture, bringing in new business partners, seeking financing, requiring litigation support, or needing tax-related valuation services, we provide comprehensive business valuation services tailored to your specific needs and requirements. We know that as a business owner, you need to understand your financial position and value implications to make better decisions for you and your business.
Gift & Estate Tax Valuations
We provide high-quality valuations of business interest(s) in corporations, partnerships, & other pass-through entities for estate planning/settlement, gifting purposes. Valuations discounts may also apply. We perform 409A, and ROBS 401K business valuations.
Financial Reporting & IP Valuations
Intangible assets may add significant value to your company. We perform valuations of the companies’ intangible assets such as brand name, trade name, patents, licensing agreements, software, patented technology, licensing agreements, customer relationships, etc.
SBA-Compliant Business Valuations
We provide certified & supportable valuations in connection with SBA SOP requirements. Our insightful, independent opinions of value are based on competency, experience, and reliance on approved business valuation methodologies to support an accurate conclusion of value.
Litigation Support
Valuation-related disputes may arise for a number of reasons. However, when it comes to protecting your interests or your client’s interests, you need a sophisticated, robust and comprehensive valuation professionals who have the right experience for your case.
