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Business Valuation Services

The focus of the firm is on valuations of privately-owned businesses, professional practices, real estate partnerships, family limited partnerships, LLCs and minority interests for the following purposes:

  • Purchase or sale of a business or minority interest
  • Buy-sell agreements and succession planning
  • Stock redemptions
  • Stock grants and options issued as compensation (§409A)
  • Gifting of shares or interests in private companies, partnerships & LLCs
  • Business valuations for estate and gift tax purposes
  • Distribution of estate and trust assets
  • Lost profits
  • Charitable gifts of closely held stock


Income Tax Preparation and Planning

  • Corporations and Partnerships
  • Estate & Trust Fiduciary returns, Form 1041
  • Individual Returns


Advisory Services

  • Financial Planning Projections
  • Business Financial Analysis & Benchmarking
  • Comparative Analysis of Continuing Care Retirement Communities
  • Estate Administration