Services

Services

What we Value:

Public Firms

Closely-held Firms

Business Interests

Family Limited Partnerships

Limited Liability Companies

Intangible Assets

Debt and Equity Securities

Intellectual Property

Why we Value:

Gift or Estate Tax

Strategic Planning

Buy-Sell Agreements

Employee Stock Ownership Plans (ESOPs)

Fairness Opinions

Financial Reporting

S-Corporation Conversions

Industries we Value:

We bring our integrity, experience and expertise to clients in every industry with particular strength in:

Construction

Health Care

Technology

Finance

Manufacturing

Services and Professional Practices