Clear Valuations. Defensible Conclusions.

Our Services

Advisory

We provide independent valuation advice to support important business decisions, including purchases and sales, corporate reorganizations, succession planning, shareholder agreements, and partner or shareholder buyouts.

Business Valuations

We provide independent business valuations for matrimonial and family law matters, tax and estate planning, corporate reorganizations, shareholder disputes and buyouts, succession planning, and purchase or sale transactions. Our reports provide clear, objective and well-supported conclusions to assist clients and their advisors in making informed decisions.

Economic Loss & Damage Quantification

We provide independent assessments of economic losses and financial damages arising from business interruptions, contractual disputes and other litigation matters. Our analysis is clear, objective and well-supported, helping clients and their legal counsel understand the financial impact of a dispute.

Business Valuations

We provide independent and objective business valuations to help business owners, individuals and their professional advisors understand the value of a business or ownership interest.

Our valuation process considers the company’s historical and projected financial performance, operations, industry conditions, market outlook and other factors relevant to value. Where applicable, we also assess intangible assets such as goodwill, customer relationships, contracts, brands and intellectual property.

Business valuations may be required for:

  • Matrimonial and family law matters

  • Shareholder disputes, buyouts and ownership transitions

  • Purchases and sales of businesses

  • Corporate reorganizations and income tax planning

  • Estate and succession planning

  • Shareholder agreements

  • Minority oppression and fair value determinations

  • Related-party transactions

  • Fairness opinions