Independent Business ValuationStrategic Advisory
Transition Strategies


Our promise – excellence in business valuation
- Independent & objective
- Insightful
- Reasonable Prices
- Thorough
- Responsive & timely
- Reasoned valuation conclusions
- Informative & explanatory reports
- Our reports & opinions of value are designed for the user
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:
- Buy-sell agreements and transactions
- Fractional interest valuations including tenant-in-common interests
- Initial valuation for transition planning
- Merger and acquisition analysis
- Personal goodwill allocation in a sale transaction
- Intellectual property – patents, trademarks & copyrights

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.
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.