Business and Estate Valuations

Whether you’re facilitating an acquisition, business expansion, or ownership transition, we deliver certified valuations that meet SBA 7(a) loan program requirements. Our experienced team works closely with lenders, business owners, and buyers to ensure fast turnaround times, regulatory compliance, and cost-effective valuations.

We understand the unique requirements of real estate and fixed-asset financing, providing accurate and defensible valuations that provide lenders with what they need to streamline the loan approval process while helping to determine if your business will cover loan costs so that you can avoid use of your personal guarantee.

We assess the value of common stock (voting and non-voting), preferred stock, and stock options, providing insights into the ownership structure of your business.

Whether it's a limited or general partnership, we evaluate the value of ownership interests to facilitate smooth transitions, sales, or succession planning.

Trademarks and Trade Names
Patents
Licensing Agreements
Literary and Film Rights

We evaluate real estate holding companies, ensuring an accurate understanding of their value, which is crucial for tax planning, estate distribution, or sale.

We value financial instruments, including bonds, stock options, and other securities, helping you make informed decisions in corporate restructuring or estate management.

Accurate valuations are essential for estate planning and inheritance distribution. Our services ensure fair valuations for tax purposes and family inheritance.