Business Valuation Experts

Modern business valuation solutions.

What we do

Business Valuation and Litigation Consulting Services.

Valuation Services / Tax & Estate

Estate & Gift Tax Valuations
Independent appraisals prepared to withstand IRS scrutiny for estate planning, gifting, and tax compliance.
Business Valuation for Tax Purposes
Defensible valuations that support accurate reporting and planning under federal and state tax rules.
Fractional / Minority Interest Valuation
Expert opinions on minority interests in privately held businesses.

Under Transaction Advisory

M&A Valuation Support
Pre-deal and post-deal valuations that inform pricing, structure, and negotiation strategy.
Fairness Opinions
Independent opinions for boards and stakeholders evaluating proposed transactions.

Litigation & Under Dispute Support

Litigation Support & Expert Testimony
Clear, well-supported analyses for shareholder disputes, economic damages, and other contested matters.
Dissenting Shareholder Actions
Valuations under California Corporations Code Section 2000 for fair valuation determinations in buyout proceedings.
Involuntary Dissolution Proceedings
Valuation in actions under California Corporations Code Section 17707.03.
Shareholder & Partner Disputes
Objective assessments that help resolve ownership conflicts with credible, court-ready work product.
Divorce Resolution

Professional Services (RIA, legal, consulting, accounting, architecture & engineering, etc.)
Health Care and Life Sciences (biotech, SNFs, outpatient care, etc.)
Hospitality and Tourism (hotels, resorts, restaurants, travel)
Retail & E-Commerce
Food & Beverage
Automobile
Aerospace & Defense
Telecommunications & Media