Valuation Services
Empower Clients to Make Confident Decisions
Valuation Consulting Across All Business Needs
From startups to enterprises – whether your clients are preparing for sale, securing funding, or structuring equity compensation; our valuation service covers every scenario where they need to make complex financial decisions to drive their business forward.
Business Valuation
– Value Enhancement
– Sell-Side Readiness
– Financial Statement Optimization
– Growth Strategy Development
– Succession Planning
Financial Advisory
– Litigation Support
– Damage & Loss Calculations
– IP Valuations
– Shareholder Dispute Valuations
Compliance & Reporting
– Purchase Price Allocations (ASC 805)
– Stock Compensation (ASC 718, IRC §409A)
– Impairment Testing (ASC 350)
– Mark to Market (ASC 820)
– Estate & Gift Tax Valuations
M&A Advisory
– Pre-Merger Readiness Assessment
– Maturity Assessment & Transformation
– Post-Merger Integration Planning
– Wealth Transfer Planning
Our Credentials:
Insight You Can’t Get Anywhere Else.
Expert-Guided.
Gain an edge with direct access to leading industry experts, policymakers, and former IRS commissioners, who deliver unmatched insights to help you implement new technologies, navigate regulations, and maximize ROI for your business.
What factors will impact a valuation?
Your valuation depends on financial performance, growth trajectory, market position, operational efficiency, management strength, and industry conditions. Our business valuation service analyzes these key drivers to determine how each factor impact your company’s worth and where improvements can increase value.
How fast can you complete a business valuation?
Our streamlined valuation services typically deliver comprehensive reports within 2-3 weeks for standard engagement. Complex valuations or those requiring extensive due diligence may take 4-6 weeks. We prioritize speed without compromising accuracy when timing is critical.
What credentials do your valuation experts hold?
Our team holds premier valuation credentials including ASA (Accredited Senior Appraiser), ABV (Accredited in Business Valuation), CVA (Certified Valuation Analyst), and CFA designations. These certifications ensure our business valuation services meet the highest professional standards and are recognized by courts, regulatory bodies, and financial institutions for their rigor and reliability.
Can you support our M&A transactions?
Absolutely! Our valuation advisory team provides buy-side and sell-side support, including target screening, deal structuring guidance, fairness opinions, and post-transaction analysis. We help you negotiate from a position of strength with defensible valuations.
Do you value IP and intangible assets?
Yes, our business valuation services include intellectual property, patents, trademarks, customer relationships, and other intangible assets. We use specialized methodologies to quantify these often-overlooked value drivers that can represent significant portions of your company’s worth.


