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Independent Business Valuation​Strategic Advisory
Transition Strategies

Businessman wondering about navigating maze

Our promise – excellence in business valuation

Our area of specialization is in estate & gift tax valuation. We provide independent, third-party opinions of value that meet and exceed the reporting requirements of the IRS under the “Qualified Appraisal” and “Qualified Appraiser” standards.

Beyond estate & gift tax valuations we provide opinions of value for the following purposes:

We provide a full range of independent valuation services to assist business owners and their advisors plan and execute on their varied strategies.

Value creation doesn’t just happen. A structured, but flexible approach is essential for success.

 

Whether a sale or succession is contemplated I can assist in the process of making it successful.

 

Let's Get Started

Do you need help with Business Valuation or Value and Transitions Strategies today? Schedule an appointment to speak with me directly and let’s get started with your solutions.

About Ed Pratesi

Ed has provided numerous opinions of value for various types of business entities for a number of different purposes including estate and gift tax compliance, buy-sell agreements, business owner disputes, financial reporting compliance, and transaction purposes.

Ed Pratesi, owner of Valuation and Transition Strategies

I have a passion for helping business owners create a positive outcome for the many challenges of business ownership – including understanding, creating and realizing the value of their company.