Experience

Excellence

Trusted by attorneys, accountants, estate and insurance planners, bankers, and other financial professionals—from prestigious firms to sole practitioners—we deliver expert business valuation services. Our work spans estate and gift tax valuations, litigation support, financial reporting, and transaction advisory services, providing accurate, independent, and defensible results every time.

Our story

Founded in 1988, we are one of the nation’s leading and most respected independent business valuation consulting firms.

estate & Gift tax reporting

eSOP Advisory

financial opinions

litigation support

portfolio valuations

real estate valuations

transaction advisory services

What Our Clients Say​

“I wanted to thank you for the professionalism and expertise you provided… You were one of the best firms I have worked with in four decades in business!”
– Valued ESOP Advisory Client

Our Results

+
Valuations completed
+
Clients
+
years in business
team members
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