About

Leveraging both “hands on” business experience and professional valuation experience, our experience, education and credentials are unique in the valuation industry. 

We serve primarily closely-held small and medium sized businesses and their owners and professionals. Our qualifications enable us to serve most industries.  

To enhance the value of our services, we define engagements to tightly fit client needs.  Whether your need is a preliminary estimate of valuation parameters for ballpark planning, a consultation to optimize your opportunities, or a comprehensive report, we deliver services at the highest value.

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Our Focus

  • Business valuation
  • Intangible asset valuation
  • Owner succession transition and planning
  • Gift, estate and income tax valuations
  • Management succession planning
  • Owner wealth transfer planning
  • Dispute and litigation expert calculations and opinions
  • Business value enhancement consulting
  • Strategic acquisitions, divestitures, and recapitalizations
  • Valuations of entities with real estate and/or unique assets and risks