Company founded
2003
We provide valuation services to clients within the U.S. and Canada for purposes including but not limited to, gift and estate taxation, buy-sell agreements, shareholder buy-outs and buy-ins, synergistic acquisitions, divorce, estate planning, succession planning, retirement planning, benchmarking, reorganizations, S corporation conversions, intangible asset valuations, employee benefit plans such as Employee Stock Ownership Plans (ESOPs), charitable contributions and family limited partnerships (FLPs).
We give business owners more than just theory, we provide the tools and information needed to make smart decisions.