What We Do

Tax-Related Valuations

Valuations for estate/gift tax, charitable contributions,equity-linked compensation, corporate restructuring and insolvency purposes.

Financial Reporting

Our work includes purchase price allocations, fresh-start accounting, impairment analyses, equity-linked compensation, leases and financial instruments.

Financing & Transaction Advisory

Financial assessments to evaluate debt structure and capital adequacy. Valuation support for loan underwriting, capital raises, share redemptions, minority interest buyouts, buy-sell agreements as well as for mergers, acquisitions and divestitures.

Business Planning & Advisory

Outsourced financial planning and analysis (FP&A) services, including model development, strategy valuation and exit options analysis.

Who We Serve

Closely-Held / Family-Owned Businesses

Private-Equity Sponsored Companies

Publicly Traded Companies


Industry Experience



Wholesale / Distribution

Business & Professional


Consumer Products

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