Business Valuation & Appraisal
Growth Strategy
For transactions, exits, funding, audits, and strategic planning, we deliver independent valuation and growth advisory that translate data into direction, support smarter decisions, and meet the highest standards of review.
I AM BUYING A BUSINESS
I AM SELLING MY BUSINESS
Every business challenge has a next step — and clarity begins here.
Explore the situations below to find your next step.
I Am Buying (into) Or Selling (out of) A Business
Guidance, valuation, and insight for every stage of your transaction.
I AM BUYING OUT MY PARTNER
I AM SELLING TO MY PARTNER
I Am Engaged In A Capital or Equity Transactions
Support for owners and investors navigating funding, equity transactions, and strategic ownership decisions.
I AM BUYING INTO OR
INVESTING IN A BUSINESS
I AM RAISING MONEY FROM INVESTORS
I Am Succession Planning
Plan your next chapter while preserving value and legacy.
I AM PLANNING MY BUSINESS SUCCESSION
I AM PLANNING TO SELL A BUSINESS (EXIT PLANNING)
I AM GIFTING TO A PERSON,
CHARITY, OR TRUST
I Am Buying or Selling An Intangible Asset
I AM BUYING, SELLING, OR LICENCING INTELLECTUAL PROPERTY
I AM BUYING OR SELLING SOFTWARE CODE
Clarity and confidence in the value of your software, IP, and data assets
I Am Involved In An Audit
Audit-ready, defensible valuations for PPAs, 409As, and stock options.
I NEED A 409A VALUATION
I NEED A PURCHASE PRICE ALLOCATION (PPA)
I NEED A STOCK OPTION VALUATION FOR AN AUDIT
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