What we Value:
- Public Firms
- Closely-held Firms
- Business Interests
- Family Limited Partnerships
- Limited Liability Companies
- Intangible Assets
- Debt and Equity Securities
- Intellectual Property
Why we Value:
- Gift or Estate Tax
- Strategic Planning
- Buy-Sell Agreements
- Employee Stock Ownership Plans (ESOPs)
- Fairness Opinions
- Financial Reporting
- S-Corporation Conversions
Industries we Value:
We bring our integrity, experience and expertise to clients in every industry with particular strength in:
- Construction
- Health Care
- Technology
- Finance
- Manufacturing
- Services and Professional Practices