Our Firm

Our Firm

Overview

We staff each engagement with a team of seasoned professionals who bring the right mix of experience and expertise for each situation. We take both a collaborative and critical approach to our work, which ensures our analysis is thorough, accurate, and comprehensive.

We do not take a mechanical “boilerplate” approach to our work. Our analyses, work product and services are specifically designed to address the unique facts and circumstances of each engagement. We take pride in the quality of our analysis and work product as well as our ability to defend our opinions in adversarial situations.

We are selective about the engagements we accept and routinely conduct a preliminary feasibility analysis on potential new assignments.

What We Do

We conduct valuations and prepare narrative reports for the following types of entities, securities and assets.

Asset Holding Companies
Business Enterprises
Commercial Damages
Complex & Derivative Securities
Fractional Equity Interests
Intellectual Property
Pass-Through Entities
Public & Private Corporations

Who We Serve

We serve the information needs of a variety of professionals and stakeholders, including the following:

Attorneys
Boards of Directors
Business Owners
Corporate Executives
Judges, Arbitrators and Mediators
Shareholders & Members
Tax & Regulatory Agencies
Trustees & Fiduciaries

Professionals

Our leadership team is composed of experts in the valuation and analysis of business enterprises, fractional equity interests, complex securities, intangible assets and economic damages.