Accountability and substantiation is a necessity for any tax, compliance and planning endeavors, whether determining discounts or charitable contributions, complying with international tax regulations or undergoing a corporate reorganization. Additionally, the nature of many assets or equity interests is becoming more complex, requiring the frequent involvement of an experienced valuation analyst.

Proof of valuation is a growing requirement for substantiation. As an independent, third-party valuation firm, we can provide the support and best practices to value real and personal property as well as intangible assets, equity interests, and other financial instruments, to assist in meeting various compliance requirements while maximizing value. Our services include:

Our experts are seasoned analysts who can determine appropriate valuation discounts, assess fair market value and develop valuation analyses that will stand up to regulatory and auditor scrutiny.