Obtain professional business valuation reports that support your comprehensive wealth planning and portfolio management services.
Use professional business valuation reports to inform comprehensive wealth management strategies.
Help clients understand illiquid asset values for better portfolio allocation.
Guide business owner clients through transitions and exit strategies.
Accurately value business interests to provide complete portfolio assessments and risk analysis.
Provide clients with valuation reports to support their decisions about holding, selling, or transitioning business assets.
Comprehensive valuations for complex family holdings and multi-entity structures.
Provide valuation reports to help business owner clients understand their exit options.
Protect and transfer business wealth across generations.
Present valuations under your brand to maintain client relationships.
Educational sessions for your advisors on business valuation concepts.
Priority scheduling for time-sensitive client needs and transactions.
Typical HNW Portfolio
After Diversification
Regular valuations help track concentration risk and guide diversification timing
| Holding Type | Typical Discount |
|---|---|
| Controlling Interest | 0-10% |
| Minority Interest (>25%) | 15-25% |
| Minority Interest (<10%) | 30-40% |
| LP/LLC Interests | 35-45% |
Compatible with major platforms
Flexible monitoring options
SEC and regulatory compliant
"My business is worth more"
We provide detailed comparable analysis and market data to support valuations
"Why pay for a valuation?"
Accurate valuations enable better wealth planning and often identify tax savings
"Is my information safe?"
Bank-level encryption and NDAs protect all sensitive business data
$5,000-$15,000
Based on complexity and entity count
40-50% off
Discounted monitoring for existing clients
Up to 30% off
For 5+ valuations annually
Direct Service
Competitive pricing for your clients
White-Label Model
Co-branded reports for seamless client experience
Annually for stable businesses, quarterly for high-growth or volatile situations. Always update before major financial decisions or liquidity events.
Yes, including PE/VC fund interests, carried interest, co-investments, and complex partnership structures. We also value real estate holdings.
Yes, virtually or in-person for key meetings. We can present findings, answer technical questions, and support your advisory relationship.
We can provide rapid updates during volatile periods and scenario analysis showing value ranges under different market conditions.
All valuations meet IRS qualified appraisal standards for charitable deductions, estate tax, and gift tax purposes.
Yes, we provide independent valuation opinions for clients considering business acquisitions or private investments.
Private business assets valued
Clients implement exit planning
Average tax savings achieved
Client satisfaction score
Multi-generational family with $450M net worth, including 65% concentration in manufacturing business founded by patriarch.
Needed comprehensive valuation for estate planning, liquidity planning, and next-generation transition strategy.
Implemented partial sale to PE, gifting strategies, and charitable remainder trust