Helping you figure out what it's worth.

Organizations and individuals face constant pressure to reduce risks and navigate crises. We’re here to help you address these challenges head-on.

We assist middle-market companies, entrepreneurs, private equity groups, investors, lenders, and attorneys with complex valuation projects in the following areas:

  • Financial reporting and intangible assets
  • Stock options and incentive plans
  • Estate and trust
  • Disputes and litigation
  • Complex securities
  • Buy-sell agreements
  • Exit planning
  • Tax compliance

Valuations involve more than simple number crunching. We don’t just dabble in this field—day in and day out, our team delivers solid conclusions supported by rigorous analysis and informed judgment.

Our valuation reports are designed to withstand intense scrutiny—from the IRS in a tax compliance setting, auditors in a financial reporting setting, or cross-examination in the courtroom.

Blog

M&A Activity Continues Despite Economic Headwinds

2021 was a busy year for U.S. mergers and acquisitions. Even before the onset of 2022’s economic... more
September 1, 2022
Blog

M&A Trends in the Software Industry

Across most industries and most geographies, 2021 was a very active year for M&A. The Software... more
April 27, 2022
Whitepaper

Whitepaper: Working Capital Considerations in Middle Market M&A

Working capital considerations play an important role in most M&A transactions. The working... more
February 24, 2021
Resource

Checklist: Risks Impacting the Value of Your Construction Company

Are you addressing matters in a way that will increase the value of your business? Business... more
January 29, 2021
Blog

Act Now – Estate Tax Changes on the Horizon – Time to Value Your Construction Company

Do you know how much your construction company is worth? You may have at one time, but today's... more
January 11, 2021

Related Industries

We have your valuation needs covered. Learn more about our industry specialties.