We serve high net-worth clients by preparing valuation studies to support the transfer of wealth. These studies involve the valuation of closely held business interests, properties, and other financial investments.

Expert Led


Our team brings seasoned experience in preparing valuation studies to support the transfer of wealth and a keen understanding of both the business and personal nature of such transactions.

Client-Centric


We help facilitate the wealth transfer process, with well informed, supportable, sensible valuations. Our valuations are designed to fairly value the assets in question while surviving tax authority scrutiny.

Financially Focused


Our services have been use to facilitate the transfer of closely held business interests, marketable investments, intellectual property, real and personal property, and other financial interests.