3000+
Consulting Engagements
20
Years Experience
NASDAQ 100
Public Clients
500K - 100MM Rev.
Private Clients
What Our Clients Appreciate Most About Us
- Multi-Disciplinary Experience
- Actionable Right Sized Process
- Sleeves Rolled Up Execution
We serve clients from a variety of industries including medical device manufacturing, venture stage IT, start up IT, banking, specialty lending, eCommerce, and investment management.
Trusted By Large And Small Businesses
Learn Your Fair Market Value
Taking action to reinvest in your business is critical to growth. With a business valuation you will learn what buyers value and what return to expect on your reinvestment in your business.
Learn Your Potential For Growth
When the market changes. When interest rates change. The value of your business changes. Use a business valuation to estimate potential future growth using scenario planning.
Before Issuing Equity
409(a) Compliance
Remain in compliance with IRC 409(a) requirements before you issue equity in your firm or switch to a new retirement plan provider.
Litigation Support
Business valuations may also be used in legal disputes, such as divorce cases or shareholder disputes, to help determine the value of the company for the purpose of dividing assets or determining the value of a settlement.
FAQ
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