An Experienced and Dedicated Team

We are focused on the latest trends and techniques in the valuation and M&A industry. Our highly credentialed team members have earned professional designations related to valuation, finance and accounting, including CPA (Certified Public Accountant), ABV (Accredited in Business Valuation), CVA (Certified Valuation Analyst), and CM&AA (Certified Merger and Acquisition Advisor). We are also members of professional organizations and educational institutions including the AICPA’s Forensic and Valuation Services Section, the National Association of Certified Valuators and Advisors, the ESOP Association, and the Alliance of Merger and Acquisition Advisors.

We Perform Valuation Services for Clients in the Following Settings:

• Transaction Advisory Services
  • Mergers & Acquisitions
  • Management Buyouts
  • Reorganizations
  • Financing and SBA Lending
• Litigation Support and Divorce
• Corporate Planning and Assistance
  • Buy-Sell Agreements
  • Shareholder Transactions
  • Succession Planning
  • Estate and Gift Tax
• ESOP Consulting and Valuation
  • ESOP Feasibility Assessments
  • ESOP Formation
  • ERISA Compliance
• Financial Reporting
  • Purchase Price Allocations
  • Goodwill Impairment and Intangible Assets
  • Stock Options

Call Us

Our certified professionals prepare clear, independent, defensible reports that explain key variables in the analysis and look beyond simple facts and figures. Call us to learn more.