Business valuations are executed for many purposes. These may include selling or buying a company, filing estate or gift tax returns, meeting SEC or ERISA reporting requirements, and pricing employee stock options. They are also used in litigation, for raising capital, and in executing buy/sell agreements.


Businesses may own intangible assets that contribute to their value. These assets can be very diverse and can include patents, software, customer lists, trademarks and brand value. For financial reporting purposes, intangible assets frequently require individual valuations or lifing analyses in the event of their sale or transfer.


The valuation of business interests, financial securities and intangible assets is not a sideline. It is a primary focus. Our efforts are directed exclusively to producing the best and most credible valuation opinions.