Combined 327 years of experience. 

 

Our analysts are experienced and designated; Chartered Accountants/CPA's, Chartered Financial Analyst and ASA's (American Society of Appraisers designation).  We know your business.  

 

Services


Valuations

Whether for benchmarking, tax or legal purposes, our team will provide you with a defendable, substantiated valuation report.  Our fees are lower than the big four accounting firms and you always receive personal attention.

  • Litigation
  • IRS (gifting, estate planning and estate tax)
  • Insurance (funding buy-sell agreements)
  • Preparation for sale
  • Partner buy-outs

Equity Value Enhancement

Now you know what it's worth, where do you want to go?  We partner with thought leaders who have a global perspective and local knowhow. 

  • Acquisition
  • Succession planning
  • Future sale

Litigation Support 

 

 

 

 

Do you need more than a valuation report for a litigated matter?  We provide expert witness and litigation support services for the complex court case. 

  • Court case assessment
  • Deposition & trial preparation
  • Assessment of opposing counsel's expert