Federal Tax Valuation

We possess the skills and experience necessary to construct, substantiate and document value opinions for maximum effectiveness for use in federal tax transactions.   Learn More→

Corporate Transaction Valuation

Research, combined with developed analytical and communication skills result in effective business valuation services given the specific transaction for which we are engaged.   Learn More→

Litigation Valuation

Appraisers are frequently requested to provide assistance to business owners as well as their legal counsel in the event of disputes involving the equity securities of a private business.   Learn More→

Strategic Valuation

A properly prepared valuation that considers how the business is postured from a strategic standpoint will indicate how the business would be viewed by a potential buyer.   Learn More→


Valuation & Valuation Consulting

  • Buy-Sell Agreements
  • Charitable Contribution
  • Entity Reorganization and Restructuring
  • Employee Stock Ownership Plans (ESOP’s)
  • Estate & Gift Taxes
  • Fairness Opinions
  • Financing/Loans
  • Healthcare Entity Valuation
  • Leveraged & Management Buyouts
  • Income Taxes
  • Investment Holding Entities & Family LPs
  • Merger & Acquisition
  • Shareholder Redemption
  • Strategic Enterprise Assessment
  • Strategic Enterprise Valuation

Litigation & Expert Witness Testimony

  • Appraisal Rights Actions
  • Buy Sell Agreement Disputes
  • Dissenting Shareholder Disputes
  • Estate & Gift Tax Valuation Disputes
  • Income Tax Valuation Disputes
  • Minority Oppression Actions
  • Statutory Fair Value Controversies
  • Shareholder Disputes