Business Valuation Services by ASA, CPA/ABV — Since 2009
Results You Can Defend — In Court, Boardroom, and with the IRS
Serving clients nationwide. Speak directly with the appraiser.
Trusted by attorneys, CPAs, and business owners for estate planning 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.