Professional Advisor Services

Expert business valuation services designed to support professional advisors in serving their clients. From M&A transactions to estate planning, we provide the valuation expertise your practice needs.

Services by Advisor Type

Specialized valuation support tailored to your professional practice

Investment Bankers

M&A transaction support and deal structuring valuation analysis

Pre-transaction valuation analysis
Fairness opinions and solvency letters
Purchase price allocation support
Transaction structuring guidance
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Attorneys

Legal matter valuation support for various practice areas

Litigation support and damages
Estate planning valuations
Shareholder dispute analysis
Regulatory compliance valuations
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CPAs & Accountants

Financial reporting and tax compliance valuation services

ASC 805 purchase price allocations
Goodwill impairment testing
Financial reporting valuations
Tax compliance and planning
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Wealth Managers

Estate planning and wealth transfer valuation analysis

Estate and gift tax valuations
Family business succession planning
Charitable giving valuations
Trust and estate administration
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Why Partner With Us

Benefits of collaborating with our valuation team

Enhanced Client Service

Provide comprehensive advisory services with expert valuation support

Deal Certainty

Reduce transaction risk with accurate, defensible valuations

Strategic Insights

Deliver actionable insights that drive client value creation

Partnership Approach

Collaborative relationship that supports your client advisory goals

Our Collaboration Process

How we work together to serve your clients

1

Initial Consultation

Discuss your client's needs and project scope

2

Engagement Planning

Define deliverables, timeline, and communication protocol

3

Valuation Analysis

Conduct comprehensive valuation with regular updates

4

Delivery & Support

Present findings and provide ongoing support as needed

Ready to Partner With Us?

Join the professional advisors who trust us with their clients' most important valuation needs.