Services Provided

We have extensive experience in the valuation of business enterprises, capital stock, partnerships and LLCs, executive stock options, and other financial and intangible assets. Since 1981 we have served more than 750 clients on over 1,000 engagements ranging from negligible value to over $1 billion. Our valuations have been used in connection with:

  • Estate Planning/Returns
  • Gifting
  • Charitable Contributions
  • Buy/Sell Agreements
  • ESOP’s
  • Purchase/Sale Consulting
  • Allocation of Purchase/Sale Price
  • Non-Compete Agreements
  • Divorce
  • Business Dissolution
  • Contract Disputes/Damage Claims
  • Minority Shareholder Disputes
  • Recapitalizations
  • Executive Stock Options
  • Built-in Gains and Losses
  • Corporate/Financial Planning

See our Representative Client List.