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Serve Value Give

Your Trusted Partner for Business Valuations. We blend unwavering client dedication with seasoned expertise, delivering valuations rooted in the latest theory and substantiated by evidence.

Practice Areas

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Exit Planning

– Business Valuation Consulting
– Business Attractiveness Assessment
– Owner Readiness Assessment
– Advisor Team Development
– Exit Options Analysis

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Ownership Transition Valuations

– Gift & Estate Valuation
– Buy / Sale Agreements
– Internal Equity Repurchase
– Related-party Sales
– Employee Grants (409a) Valuations

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Corporate Valuation

– Purchase Price Allocations
– Impairment Tests
– Stock Based Compensation

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Serving Clients

We are committed to creating an exceptional client experience through consistent communication, efficient project management and by making the process easy for the client.

Adding Value

We add value to our clients by providing business valuation and exit planning services that are tailored to the client’s needs and are backed by extensive experience and expertise. Our valuations are based on the latest valuation theory and supported with evidence specific to the situation.

Giving to the Community

We give back to the community by volunteering and committing a portion of our profits to charitable organizations that benefit our community.

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