Who Benefits From Our Expertise?

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For founders and families looking to capture the value they’ve built. 

Whether you are selling to a third party, transferring wealth to the next generation, or selling to your employees, we ensure the transaction price reflects the true economic reality of the firm.

• Mergers & Acquisitions (M&A): Sell-side preparation and buy-side due diligence.
• ESOP (Employee Stock Ownership Plans): Feasibility, QoE, and annual valuation updates.
• Succession Planning: Strategizing for the transfer of management and ownership.
• Buy/Sell Agreements: Setting fair terms for future partner exits.

For businesses ready to expand.

Lenders require rigorous documentation before releasing capital. Our reports are built to withstand the scrutiny of underwriting teams and investment committees. 

•  SBA 7(a) Financing: Compliance with strict Small Business Administration SOPs.
• Bank Financing & Refinancing: Independent validation of collateral and enterprise value.
• Capital Raising: Valuation for equity investment rounds.

For attorneys and clients requiring expert testimony.

When value is contested, the credibility of the expert witness is everything. We provide objective, evidence-based opinions that hold up in court and mediation. 

•  Marital Dissolution: Equitable distribution of assets in divorce cases.
• Shareholder & Partnership Disputes: Resolving conflicts over equity value.
• Insurance Claims: Quantifying economic damages or business interruption.

For CPAs and Estate Attorneys.

We provide the specialized financial analysis that tax and legal teams require for high-stakes filings. Our team delivers the technical "Conclusion of Value" reports that serve as the foundation for your firm’s strategic planning and compliance work. 

• Estate & Gift Planning: Comprehensive valuation reports for high-net-worth transfers and estate settlements.
• Fiduciary Support: Independent, third-party appraisals for ESOP trustees to satisfy regulatory requirements.
• Transaction Reporting Support: Technical analysis for Purchase Price Allocation (ASC 805 / IRC 1060) following an acquisition.
• Independent Review: Acting as a specialized resource for CPA firms to provide third-party validation for their clients’ most complex valuation needs.