Services

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