Offering a robust line of products to meet your personal and business needs
Select a product
Let our experts provide your business with advisory and valuation services
Our business valuation services are fully compliant with the American Society of Appraisers standards, IRS "Qualified Appraiser" requirements, and fair value standards of the FASB.
We provide valuation services for a wide variety of purposes including stock in privately held companies, complex capital structures requiring allocation of value between multiple classes of preferred and common stock and intangible assets such as patents, trademarks and in-process research and development.
The use of our valuation reports varies according to the needs of our clients but includes:
- Estate and gift planning
- Financial reporting
- Shareholder disputes
- Buy/sell agreements
- The establishment of the exercise price on stock options