Putting Clients First.
Exceeding Expetations.

A business valuation consulting firm specializing in the valuation of closely-held business and partnership interests for a variety of purposes including estate and gift tax matters, ESOPs and transactions.

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Our Services

Services

Business Valuation

Valuing businesses and business interests for a variety of purposes, including estate and gift tax matters, ESOPs and transactions.

Tax Valuations

Over the years, I have developed extensive experience in valuation issues for tax matters, primarily estate and gift tax.

Partnerships and LLCs

We have developed methods for valuing interests in partnerships and LLCs that involve more than arbitrary discounts.

Valuation Discounts

These valuations include the determination of discounts for lack of control and lack of marketability.

ESOP – Transaction Consulting and Planning

In addition to providing annual valuation services for ESOPs, I specialize in consulting with sellers to ESOPs.

Golf Rules and Instruction

Aside from playing golf, I enjoy working as a tournament official and in providing instruction, particularly for newer golfers.

Who We Are?

A business appraisal firm specializing in the valuation of closely-held business and partnership interests for a variety of purposes, including the following.

ESOP Annual Updates, Transactions and Planning
Estate and Gift Tax Matters
Discounts for Lack of Control, Lack of Marketability and Blockage
Litigation support
Transactions
Fairness Opinions

Your business is in good hands

Over the years, I have developed extensive experience in valuation issues for tax matters, primarily estate and gift tax. This includes valuing interests in: