Business Valuation

Estate and Gift Tax/Estate Planning

Compliance with the Internal Revenue Service’s estate tax regulations is a primary driver. We have extensive experience in appraising closely held business interests for those estates that have exceeded the federal estate tax exemption. Additionally, we have performed numerous appraisals for federal estate tax planning strategies, such as IDGTs, GRATs, etc.


Going through a divorce is a very stressful event. Be confident that you have hired a seasoned professional to opine upon the value of yours or your spouse’s closely held business interest. We have worked with hundreds of attorneys and business owners in valuing business interests.

Corporate Planning

Corporate redemptions and shareholder buy-outs often require the valuation of stock or units. We regularly perform valuations for this purpose.

Litigation Consulting/Expert Testimony

Transaction Advisory

Would you like to buy a business or are you already in negotiations to do so? We have the knowledge and resources to assist in you in your process.


Many small to medium-sized companies don’t have the time or resources to complete a long-range budget. The lack of a budget can lead to unexpected cash flow shortfalls. Our professionals are ready to help you prepare your future cash flow projections.

Consulting Services

Value Enhancement/Exit Planning

As valuation professionals, we understand and appreciate the factors that increase entity value. Engage our professionals to help enhance your company’s value for a transaction in 5-10 years.





Valuation Services

  • Estate & Gift Planning & Compliance
  • Qualified Appraisals for Charitable Contributions
  • Domestic Relations
  • Promissory Note Valuations
  • Wealth Transfer
  • C to S Conversions
  • Spin-off/Split-off/Split-up
  • Corporate Planning
  • Buy/Sell Agreements
  • Redemption Agreements
  • Shareholder Conflicts
  • Business Damages/Lost Profits
  • Dissenting Shareholder Valuations
  • Purchase Price Allocations
  • Stock Compensation
  • ESOP

Consulting Services

  • Value Enhancement
  • Exit Planning
  • Succession Planning
  • Transaction Advisory
  • Asset Tracing and Accounting
  • Settlement Negotiations and Structure
  • Budgeting, Forecasting and Projections
  • Estate Planning
  • Rebuttal Analysis
  • Financial Analysis