Financial Services
Valuation Services
The Valuation Services Group is a full-service valuation and financial consulting practice that provides supportable and timely valuation analysis and consulting services. With depth of staff and consultants in each of our key regions, we are uniquely positioned to provide the highest level of service to you and your clients. We have provided Uniform Standard Professional Appraisal Practice (USPAP) compliant valuation opinions for thousands of financial advisor practices and books of business. USPAP is the generally accepted standard for professional appraisal practice in North America.
Relevant Experience
Our valuation experience includes valuations for most every conceivable reason, including: gift and estate tax, litigation, divorce, mergers, acquisitions and divestitures, ESOPs, and planning purposes. Because of our diligent process and capable staff, we have had success in the final disposition of these matters through IRS conferences, informal negotiations, sworn depositions, and court appearances. We believe this is an absolutely essential part of our overall package of services, and we dedicate all of the resources necessary to ensure the strength and ultimate success of our position. Our work product has been tested before federal and state courts, including the U.S. Tax Court, the Department of Labor, as well as other governing bodies.
Our valuation experts have diverse backgrounds in business valuation, finance, estate planning, strategic planning, and corporate reorganization and restructuring.
Professional Capabilities and Credentials
Our valuation personnel and associates carry a number of appraisal and financial designations such as:
- Chartered Financial Analyst (CFA)
- Accredited Senior Appraiser in Business Valuation
- American Society of Appraisers (ASA)
- Certified Financial Planner (CFP)
- Certified Public Accountant (CPA)
- CPA Accredited in Business Valuation (CPA/ABV).
Undergraduate degrees are in business administration, accounting, economics, engineering, finance and industrial design, with graduate degrees in business administration, finance, and tax.
