Our Services

We provide annual ESOP valuations, fairness opinions, and repurchase obligation studies to support your employee ownership goals.

We deliver corporate tax valuations, purchase price allocations (PPA), impairment testing, and stock-based compensation analyses to meet your compliance needs.

Our transaction services include fairness opinions, solvency opinions, and expert buy-side and sell-side valuations.

Our team has deep experience in estate planning valuations, asset holding company valuations, and thorough discount studies to support your wealth transfer objectives.

We provide expert valuations for shareholder disputes, family law matters, bankruptcy proceedings, and eminent domain cases. Our team also delivers thorough forensic accounting and economic damages analyses to support litigation.

We handle complex asset valuations, from intellectual property and intangibles to real estate portfolios and structured finance. Our expertise also includes personal goodwill valuations and comprehensive shareholder succession planning to support your strategic needs.