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Need an Appraisal?

Some important times you should have a valuation done:

  • Exiting a business
  • Entering a business
  • Mergers & acquisitions
  • Employee Stock Ownership Plans (required)
  • Originating or dissolving partnerships
  • Estate plans, gifts, and charitable contributions
  • Marital dissolution
  • Litigation

I have worked with many types of businesses and professional entities. Here’s what I bring to the table:

  • Market knowledge
  • Business savvy
  • Common sense to work for my clients
  • Business Strategist with more than 15 years of experience
  • We protect and defend our clients!