Valuators
Our team of 15+ valuation professionals bring extensive experience across a broad range of industries. By combining technical valuation knowledge with sector-specific insight, we deliver independent, defensible opinions that reflect the unique risks, opportunities, and value drivers within each market.
Healthcare & Medical Practices
Hospitals, physician groups, dental practices, ambulatory surgery centers, behavioral health providers, senior living facilities, and healthcare organizations.
Manufacturing & Industrial
Precision manufacturers, aerospace suppliers, automotive suppliers, fabrication companies, industrial services, and contract manufacturers.
Technology & Software
SaaS providers, software developers, cybersecurity firms, AI companies, IT services, and technology-enabled businesses.
Construction & Engineering
General contractors, specialty trades, engineering firms, infrastructure companies, and commercial construction businesses.
Financial Institutions & Financial Services
Banks, credit unions, insurance agencies, registered investment advisors, lenders, fintech companies, and specialty finance organizations.
Food, Beverage & Distilleries
Food manufacturers, breweries, wineries, distilleries, beverage companies, distributors, and consumer packaged goods businesses.
Restaurants, Hospitality & Franchise Systems
Restaurant groups, franchise organizations, hotels, hospitality companies, and food service operators.
Transportation & Logistics
Trucking companies, logistics providers, warehousing operations, distribution businesses, and supply chain organizations.
Professional Service Firms
Accounting firms, law firms, consulting practices, engineering firms, architectural firms, and other professional organizations.
Real Estate & Property Management
Property management companies, commercial real estate firms, developers, brokerages, and real estate operating companies.
Distribution & Wholesale
Wholesale distributors, industrial suppliers, consumer product distributors, and business-to-business supply companies.
Bankruptcy, Restructuring & Distressed Businesses
Chapter 11 matters, receiverships, turnaround engagements, restructuring support, solvency analyses, and liquidation valuations.
Employee Stock Ownership Plans (ESOPs)
ESOP feasibility studies, annual valuations, transaction advisory, fairness opinions, fiduciary support, and ERISA compliance.
Renewable Energy & Environmental Services
Solar, wind, battery storage, recycling, environmental remediation, carbon management, waste-to-energy, and energy infrastructure.
Specialized Valuation Experience
In addition to industry expertise, our professionals regularly perform valuations for:
Estate and gift tax planning
Probate and estate administration
Divorce and marital dissolution
Shareholder disputes
Intellectual property
Fairness and solvency opinions
SBA lending
Mergers and acquisitions
Financial reporting
Litigation support
Review and rebuttal opinions
Financial forensics
Economic damages
