An essential phase in a company’s lifecycle is preparing for a change in ownership or liquidity event, whether in the short or long term. Our advisory services help clients tackle complex and time consuming initiatives to prepare for this process. Our unbiased and research driven approach provides clients with a truly fair valuation that is concurrent with market conditions, providing a framework for a future potential transaction. Key considerations that are the groundwork for our valuation advisory services include the following:

  • Wealth Diversification

  • Market Conditions

  • Valuation Trends

  • Estate Planning and Family Succession