Our Team has 20 years experience in providing Valuations, Fairness Opinions and Pricing Services of debt and equity securities in connection with transactions, stock ownership plans, and disputes. Every valuation engagement is attested to by a Chartered Financial Analyst (CFA) and Notre Dame MBA.


Why do I need a valuation?

There are dozens of reasons why a business needs a professional valuation by a CFA.  Most of these reason are based on Tax, Litigation or Transactions.

Valuations for Tax Reasons

    • Financial Reporting & Tax Opinions
    • Equity Incentive Compensation and officers
    • Estate and Gift Tax Opinions
    • Employee Stock Ownership Plans

Valuations for Litigation Support Services

  • Expert Witness Testimony
  • Review Opposing Expert Reports
  • Damages Valuation and Analysis
  • Court-ready Reports and Opinion

Valuations for Strategic Advisory & Transaction Support

    • Fairness Opinions
    • Solvency Opinions
    • Collateral Valuation Opinions
    • Intellectual Property and Intangible Asset Valuation Opinions
    • Going Concern Valuation Opinions
    • Purchase Price Allocation Opinions
    • Goodwill Impairment
    • Portfolio Valuations for Private Equity Funds

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