The Right Expertise at Every Stage
Our practice areas reflect decades of experience in valuation, forensic analysis,
and expert testimony across complex financial matters.
Whether you're navigating a transaction, managing a tax position, or resolving a dispute, the quality of your financial analysis shapes every outcome. Our core services bring together specialized expertise across valuation, real estate tax strategy, and transfer pricing, so you're never without the support you need.
Independent Business Valuation
Independent valuation of closely held companies, ownership interests, professional practices, and business assets for litigation, tax, transactions, succession, and strategic planning.
The Valuation Group provides independent business valuation services for attorneys, CPAs, business owners, trustees, investors, and advisory firms seeking a clear, supportable conclusion of value. We analyze closely held companies, ownership interests, and business assets across a wide range of financial and legal matters.
Valuation is the center of our practice. Every engagement is built on recognized methodologies, financial evidence, and the specific purpose of the assignment to deliver conclusions that stand up to professional review and reliance.
Financial Forensics & Economic Damages
Independent financial analysis for commercial disputes, insurance claims, and economic loss matters, supported by objective evidence and disciplined methodologies.
We provide financial forensics and economic damages analysis for attorneys, business owners, insurers, and advisory teams involved in contested financial matters. Our work addresses lost profits, business interruption, breach of contract, fraud, shareholder disputes, and other complex economic losses.
We do not advocate the claim, we analyze the financial evidence. By connecting financial records, causation, assumptions, and damages models, we deliver well-supported analyses for negotiation, mediation, arbitration, and litigation.
Financial Reporting & Compliance Valuations
Independent valuation support for financial reporting, equity compensation, impairment testing, fair value measurement, and regulatory compliance.
The Valuation Group assists CFOs, auditors, CPA firms, boards, and advisory teams with valuation analyses prepared for financial reporting and compliance purposes. Our work supports 409A valuations as well as engagements under ASC 718, ASC 805, ASC 350, ASC 360, and ASC 820.
Each engagement is developed using recognized valuation methodologies and documented analyses that help organizations satisfy reporting requirements, support audits, and meet evolving regulatory expectations.
Intellectual Property & Royalty Valuation
Independent valuation of patents, trademarks, technology, royalty streams, and other intangible assets for transactions, disputes, financial reporting, and strategic planning.
We provide valuation services for intellectual property, licensing rights, brands, trade secrets, software, proprietary technology, and other intangible assets. Our work supports attorneys, inventors, business owners, investors, licensors, and financial advisors across a broad range of valuation matters.
By combining valuation judgment, market evidence, and financial analysis, we develop defensible conclusions that support licensing, transactions, litigation, tax-sensitive matters, and long-term business decisions.
Cost Segregation Studies
Engineering-based cost segregation studies that identify qualifying property components and accelerate allowable depreciation for commercial real estate.
iation for commercial real estate. The Valuation Group prepares cost segregation studies for acquired, constructed, renovated, and improved properties. We work with property owners, investors, businesses, CPAs, and tax advisors seeking well-documented depreciation analyses.
Our studies identify shorter-life building components and site improvements while providing comprehensive documentation designed to support tax planning, compliance, and long-term financial benefits.
Transfer Pricing Studies
Transfer pricing analyses for inter-company transactions, cross-border structures, and related-party pricing supported by sound economic analysis.
We provide transfer pricing studies for companies, CPAs, tax advisors, attorneys, CFOs, and advisory teams involved in domestic and international related-party transactions. Our work covers inter-company services, royalties, intangible assets, and affiliated-company pricing.
Our analyses include documentation, benchmarking, valuation support, and economic analysis designed to help organizations meet compliance requirements, support audit defense, and make informed cross-border pricing decisions.
