About us

Our Story​

Founded in 1988, we are one of the nation’s leading and most respected independent business valuation consulting firms. After a rigorous due diligence process, we provide experience and judgment, along with industry and valuation knowledge to each engagement, thereby providing our clients with the best possible results for a broad range of business valuation needs. Valuation is our only business.

35+ years of experience
100 employees
Senior Level attention
Offices nation wide

How We Can Assist You

Helping the world better understand, estimate, and maximize value.

Our commitment to service is matched by our intense focus on delivering results. Developed and refined over many years, our process has been carefully crafted to deliver independent, thoroughly supported, on-time and credible valuations to clients.

The success of this process is reflected in the firm’s reputation in the marketplace. Time and again, attorneys, accountants, estate and insurance planners, bankers and others—from the most prestigious firms to the sole practitioner—recommend and turn to us for a broad range of valuation needs.

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What we offer

We deliver value and improve the lives of those we touch by serving compassionately, operating efficiently, and leading with integrity. We dream big, have fun, and help each achieve our goals. We are committed to building a strong and sustainable firm that endures for generations. We will parlay our core values, dedication to our mission, and passion for serving into competitive greatness. We contribute to growth in society by connecting people with information that helps them become more successful in business and in life. 

We are Committed ​

To exceptional performance and pushing boundaries in pursuit of the best solutions, fueled by innovation and dedication.

We Embrace culture​​

Build deep and lasting relationships with our clients, referral sources, and each other, fostering camaraderie and mutual support, while having fun along the way.

we Foster communication

Encourage collaborative, transparent, and honest dialogue that is tough on problems, not on team members, fostering trust and accountability.

Award winning valuation firm!

Named Valuation Firm of the Year for the third consecutive year and recognized as the
Top Business Valuation Service Provider of 2024.

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