Business valuation is a complex process that requires proven expertise. Our firm offers qualified business valuation services to business owners, attorneys, financial planners, insurance companies and business brokers.

Our team provides business valuation services to meet the growing demand, especially from owners of family businesses, for advice on estate and gift tax issues, succession planning, divorce settlements, and issues surrounding selling a business or buying a new one.

We are accredited business valuation professionals who stay on the leading edge of valuation methodology and case law. We actively monitor a variety of sources for cases, rulings and articles that impact valuations. We understand the unique business, management, legal and tax implications that affect your business. By utilizing our firm, you are assured a reliable, objective, independent valuation.

We are also a leading provider of the following services to support other professionals:

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Business valuation

Calculating the value of your business or investment entity for possible sale, merger or acquisition or for estate and gift tax issues.

Purchase price allocations

Assisting with purchase price allocations associated with mergers and acquisitions.

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Succession and Talent Management

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Our New Location

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Business Consulting
Estate Administration
Estate Planning
Family Office Services
Finanacial Outsourcing
Financial Planning
Healthcare Consuling
Income Tax Planning
Litigation Support
Qualified Plans
Tax Compliance
Wealth Advisory Services