Business Valuation Services for Attorneys, CPAs, Bankers, and Wealth Managers
We work with attorneys, CPAs, lenders, and wealth advisors who require independent business valuations to support client matters, transactions, and reporting obligations.
For Attorneys
Valuations are frequently required in:
- divorce and marital dissolution
- estate settlements
- trust matters
- shareholder and partnership disputes
- succession and exit planning
- mergers and acquisitions
- business-related litigation
Support may include:
- coordination with counsel
- assistance during discovery
- expert witness testimony, when required
Engagements may, where appropriate, be structured under a Kovel arrangement in support of legal counsel.
For CPAs
We support tax and accounting professionals with valuations used in:
- estate tax filings (Form 706)
- gift tax filings (Form 709)
- charitable contributions (Form 8283)
- business sale readiness
- purchase price allocation
Work is coordinated to integrate efficiently with the broader tax engagement.
For Bankers (SBA & Commercial Lending)
Valuations are provided in connection with:
- SBA acquisition financing
- business purchases and recapitalizations
- refinancing, credit analysis, solvency opinions
Engagements are structured to align with transaction timelines and lender requirements.
For Wealth Managers
We support planning involving business interests, including:
- lifetime gifting strategies, including charitable contributions
- trust structures (e.g., GRATs, IDGTs, FLPs)
- family business transitions
- estates
Valuations are developed to support planning decisions and withstand external review where applicable.
Working Together
Engagements are structured to be efficient and aligned with the needs of the matter.
If you are advising a client who requires a business valuation, we would be glad to discuss the situation.
What sets 
valuations apart
Certified & Standards-Driven
Real Transaction & Continuous Valuation Experience
Independent Peer Review on Every Engagement
Powered by Institutional-Grade Databases
Court-Ready Work
Guaranteed Timelines - or you pay less
A Valuation you can Trust • A Report you can defend • A process that follows your timeline