Business Valuation
Valuation Expertise is the Foundation of Our Business
​We specialize in providing independent, market-based business valuations to support financial, strategic, transaction, and estate planning decisions—where precision, credibility, and context matter.
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Transaction and Strategic Valuations
Our transaction and strategic valuation capabilities and focus on our Core Industries is what really differentiates us from other generalist valuation firms. Transaction valuations are more complex, rely on different techniques and methods, and require greater deal experience than other types of valuations. In addition transaction and strategic valuations are often higher stakes where an accurate assessment is not only important, but often critical.
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We combine the technical expertise of valuation professionals with the practical deal experience of investment bankers and private equity professionals to deliver valuations that are both technically sound and shaped by real-world transaction experience. For valuations prepared in connection with transactions or strategic planning, this blend of valuation and deal expertise is essential.
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Tailored, Not Boilerplate - Our transaction and strategic valuations are not theoretical exercises based on strict formulas and generated by software or templates as is typical in other valuation firms and types of valuations. We go beyond the financials—taking the time to understand each company’s industry dynamics, competitive positioning, value drivers, and potential buyer universe. Our only goal is to arrive at a valuation that reflects true market value and can be relied and acted upon with complete confidence.
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Estate Planning Valuations
For estate planning purposes, valuation credibility comes from recognized professional training and designations. Our senior professionals hold the Accredited Senior Appraiser (ASA) designation, the most respected credential in the field, ensuring our valuations withstand scrutiny from tax authorities, courts, and advisors. In addition, we have over 25 years of experience preparing valuations for estate and tax planning purposes, giving clients the confidence that our opinions meet both professional standards and practical needs.
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Experience Matters
Our senior professionals have completed thousands of valuations over the past 30 years. With both professional credentials and extensive transaction experience, we provide valuations that are technically rigorous, market-informed, and practical for real-world decisions.
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