Our experienced team of valuation professionals leverages their expertise and industry knowledge to deliver accurate, timely, and defensible valuation opinions.
Our services include:
Gift and Estate Tax Valuations: We provide reliable and accurate valuations of assets for estate and gift tax purposes.
Litigation Services: We provide expert witness testimony and litigation support in a wide range of legal disputes, including shareholder disputes, breach of contract, and intellectual property infringement cases.
Difficult-to-Value Securities: We provide valuations of illiquid or thinly traded securities, including restricted stock, options, warrants, and contingent cash-flow securities.
Energy Company Assets and Companies: We provide valuations of energy company assets and companies, including renewables, oil field services, mining and pipeline services.
Business Succession: We assist clients in planning for sale, dissolution and bankruptcy.
Medical Practices, Gas Stations and Commercial Real Estate: We utilize proprietary economic data and advisors for each of these sectors to provide a tailored forecast for specific locations/ sub-economies.
409A Valuations: Our team of experts specialize in providing 409A valuations that deliver independent, third-party fair market value estimates for your startup’s value. These valuations offer the defensibility necessary to safeguard against potential inspections, litigation, and penalties from the IRS. Moreover, this helps startups to gain a better understanding of their value, which can be beneficial in future fundraising and exit strategies.
Intellectual Property Valuations: We provide valuations of patents, trademarks, copyrights, and other forms of intellectual property.
Small Business Administration (SBA) Valuations: We provide comprehensive SBA valuations that comply with the SBA’s rules and regulations.