Valuation Services for Businesses


Know Your Value

Valuations are fundamental to informing your business’ decision-making processes so you’re equipped with accurate financial assessments on what might be your most significant assets.

Determining valuations is a complicated process that requires insightful analysis and a detailed review of facts by professionals experienced with the specifics of your industry and needs.

However valuation results impact your business, we can provide clarity that helps you move forward with confidence.

How We Help

We provide more than 400 valuations each year of:

  • Business enterprises
  • Common and preferred stock
  • Partnership and limited liability company interests
  • Promissory notes
  • Fractional interests in real property
  • Intangible assets such as patents, licenses, customer lists, trademarks and trade names, song lists, and personal goodwill
  • Stock options

Our specialized teams possess unique expertise in:

We also focus on mergers, acquisitions, and divestments; partner or shareholder admission; litigation and dissolution; and more.


Determine if bankruptcy is the right step for your businesses by reviewing warning signs, different types, and how the process typically works.

Explore tips for how valuations of private equity and ventured-backed companies should factor in the current COVID-19 disruption.

Private companies may benefit from applying these six strategies as they prepare for the coming forecast period.

Privately owned business interests can complicate estate planning. Review tips and factors that can help ease your estate-planning process.

Companies can help drive growth by nurturing their workforce and client relationships, maintaining a strong marketplace presence, and more.

In this webcast, we’ll share the five foundational pillars that support a data-driven transformation within an organization. We’ll also walk through a series of case studies that demonstrate the impact of implementing a data-centric approach to business problems.

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