Results You Can Defend — In Court, a Boardroom, and with the IRS
Trusted by attorneys, CPAs, and business owners for estate planning and transactions. We provide independent business valuation and appraisal services for estate planning, ownership transfers, and transactions.
- Estate & Gift Valuations – IRS-compliant appraisals for gifting, GRATs, IDGTs & LLC/FLP transfers
- Transaction Advisory
- Ownership transfers
- Shareholder buyouts and disputes
- Most engagements are completed within 3–4 weeks
- Flat fee or hourly structures available
Defensible. Independent. Built for scrutiny.
🔷How We Help
Clear, Defensible Valuations — Built for Real-World Use
- IRS-compliant valuations for gift and estate tax reporting
- Minority interest and discount analysis (DLOC & DLOM)
- Buy-sell agreements and partner transitions
- Divorce, shareholder disputes, and litigation support
- Expert witness and forensic accounting services
- Coordination with attorneys, CPAs, and financial advisors
🔷 Why Work With Us
Independent Analysis. Professional Judgment. No Shortcuts.
- Over 15 years of business valuation and forensic accounting experience
- Credentialed: ASA, CPA/ABV
- Extensive work across closely held businesses and complex ownership structures
- Reports designed to withstand IRS, audit, and legal scrutiny
- Direct communication — no layers, no handoffs
🔷 Select Engagements
Representative Valuation Matters Include:
- Family limited partnerships (FLPs) and LLC interests
- Medical practices and healthcare entities
- Construction and service-based businesses
- Multi-entity ownership structures
- Minority interest valuations for gifting and estate planning
- Dispute-related valuations and economic damage analyses
🔷Discuss Your Situation
If you are planning a transfer, resolving a dispute, or need a valuation that will withstand scrutiny, we are available to assist.
Defensible. Independent. Built for scrutiny.