Business Valuation

Independent, Defensible Business Valuations

Understanding the value of your business is essential when making important financial, legal, and strategic decisions. At our firm, we provide objective, well-supported business valuation services that help business owners, attorneys, financial professionals, and other stakeholders make informed decisions with confidence.

Our valuation analyses are performed using recognized professional standards and accepted valuation methodologies, considering each company’s unique financial performance, industry, market conditions, and risk factors.

Our Business Valuation Services Include:

Mergers, acquisitions, and business sales
Estate and gift tax planning
Shareholder and partnership disputes
Divorce and marital dissolution
Buy-sell agreements
Succession and exit planning
Financial reporting and compliance
Litigation support and expert consulting
Strategic planning and business decision-making

Our Approach

Every valuation engagement is tailored to the specific purpose of the assignment. We perform comprehensive analyses of the company’s financial statements, operations, industry, and economic environment to develop credible and well-documented valuation conclusions that clients and their advisors can rely upon.

Whether you are planning for the future, resolving a dispute, or completing a business transaction, we provide independent valuation services designed to withstand professional and regulatory scrutiny.

Blog

May 15, 2026

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The Importance of Beneficiary Reviews

IRAs are different from other assets. Company plan assets and insurance policies also are governed by different rules, and they must be considered separately from other assets. They generally pass by contract, and not under the provisions of your will. The beneficiary form usually supersedes other documents, so planning and administering these documents are key, especially when the majority of your assets are held in these accounts. These forms should be reviewed annually, and designations should be confirmed with all custodians to make sure their records correctly represent your wishes. Mistakes with beneficiary forms can be key in administering your estate, and your loved ones may suffer severe consequences if these forms are not in order upon your death. Many times, disasters have arisen when beneficiary forms have not been updated for critical lifetime events, such as marriage and divorce.

May 15, 2026

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Understanding Trump Accounts

NYCPA Personal Financial Planning Presentation on Monday 05-18-2026 from 9:00 am to 9:50 am

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