SERVICES

Bringing together decades of salient experience and insight, we assist our clients with recognizing and realizing the value of their businesses. Regardless of the purpose, every question of value necessitates an expert answer; that’s our client proposition. Our professional staff combines finance, economic, engineering, and accounting skillsets with industry knowledge and a trustworthy reputation to provide solutions to the most intractable matters. Our expertise spans across multiple channels, including: 

Transaction Advisory & ESOPs

Our professional staff has participated in hundreds of transactions and understands what it takes to drive value and execute transactions with superior results. From deal inception through completion, we provide objective advisory services to withstand scrutiny and realize client expectations. 


In addition, our nationally-recognized ESOPs valuation specialists possess the experience and training to satisfy stringent fiduciary requirements.


Our transaction advisory and ESOP valuation experiences include, among others:

  • Fairness opinions
  • Solvency opinions
  • Buy-sell agreements
  • Acquisition target assessment
  • Going-private transactions
  • Synergistic benefits analyses
  • Recapitalizations and leveraged buyouts
  • Bankruptcies and reorganizations
  • Financial reporting
  • ESOP feasibility and fairness opinions
  • ESOP annual updates
  • ESOP transactions and sales

Tax Planning & Compliance

Our professional staff is active in both the tax and valuation fields, having presented relevant topics to national and regional professional groups as well as other practitioners.
To preserve and increase your assets in the most tax-efficient manner, valuations must withstand scrutiny from the IRS and other authorities.


We adhere to stringent standards and ethics administered by reviewing entities and the highly respected professional organizations to which we belong, all to insure our work product is accurate and defensible.


Our tax planning and compliance experiences include, among others:

  • Estate and gift tax planning and compliance
  • C-to-S corporation elections
  • Intercompany transfer pricing
  • Charitable contributions
  • Deferred compensation
  • Buy-sell agreements
  • Restricted stock and blockage discounts
  • Fractional interests
  • Purchase price allocations 

Real Estate & Tangible Asset

We offer a comprehensive valuation solution, including traditional real estate and personal property appraisal services, as well as customized analyses and consulting services, to assist management teams with making timely and informed business decisions about their most valuable assets. 


Client focus from project inception to final deliverable – is our priority, ensuring your needs are addressed with the best result. Our professionals are state licensed and members of the leading professional organizations in the industry.


Our team’s experience ranges from single-property analyses to multi-billion dollar portfolios. Property types include:

  • Land for Development
  • Subdivisions
  • Hotels
  • Industrial Manufacturing
  • Distribution Centers
  • Multi-Family
  • Hospital
  • Clinics
  • Medical Office Buildings
  • Free-Standing Retail
  • Shopping Centers
  • Single and Multi-Tenet Offices
  • Senior Care Facilities
  • Data Centers

Litigation Support

We work hand-in-hand with plaintiffs and defendants during every step of the litigation process, from assisting our client’s legal counsel to develop a prudent approach for handling the dispute, to gathering salient information through the discovery process, and eventually delivering credible testimony.


In our capacity as an expert witness, consultant, or in a neutral fashion, our litigation support experiences include, among others:

  • Bankruptcy and insolvency
  • Shareholder disputes and corporate dissolution
  • Professional malpractice
  • Breach of fiduciary duty
  • Eminent domain / condemnation
  • Intellectual property infringement
  • Lost profits and economic damages
  • Lost wages and earnings
  • Breach of contract
  • Event studies
  • Business interruption
  • Marital disputes

Financial Reporting

Financial reporting requirements are constantly evolving. Companies expanding through acquisition, or establishing complex capital structures to delineate returns among investors or procure premier talent, face considerable compliance obligations often predicated on sound valuation theory and practice.


Such obligations can most effectively be met by experienced valuation professionals who grasp the ins and outs of fair value accounting. Our financial reporting valuation experiences include, among others:

  • Acquisition method analyses (ASC 805)
  • Goodwill impairment testing (ASC 350)
  • Stock-based compensation (ASC 718)
  • Long-lived asset impairment testing (ASC 360)
  • Fair value measurements (ASC 820)
  • Fresh start accounting (ASC 852)
  • Leases (ASC 840)
  • Appraisal Review / Using the work of a Specialist (AU 336)