We Provide Valuation Solutions
Our Edge: We have the credentials and experience
Credibility
Our valuation team brings a unique blend of experience, technical depth, and industry-specific expertise to deliver credible and defensible valuation and royalty compliance services.
Experience and Technical Depth
Our team includes a former IRS Estate Tax Attorney and Valuation Specialist; a valuation and audit professional with over a decade of experience advising Fortune 250 companies; a music industry veteran with more than 58 years of experience who pioneered accounting and financial practices in the entertainment sector; and a data analytics expert who was a former rocket scientist. Our professionals hold advanced credentials, including J.D., CPA, CVA (Certified Valuation Analyst), and ABAR (Accredited in Business Appraisal Review).
Expertise
We specialize in business valuation, intellectual property valuation, and royalty compliance audits. To date, we have reviewed and completed over 10,000 appraisals and engagements across a broad range of industries and asset types.
Customer Service
Our work is grounded in well-supported analysis, timely execution, clear and prompt communication, and a commitment to delivering clear communication and customized solutions with professionalism and precision.
What People Say About Us
Stacie Turner
Partner
Cruser, Mitchell, Novitz, SanchezGaston & Zimet, LLP
Michael and Rick are great to work with. They handled a complicated valuation of equity and profits interests for me under a tight mediation deadline. Part of this work involved explaining the reasoning and concepts supporting their conclusions as to value. They translated with ease to those without a background in this area and communicated just as easily with those who share a similar background. Michael and his team are incredibly professional, knowledgeable, well-prepared, and their demeanor and communication skills translate to any audience, including juries. Michael and his team are my first choice for any similar assignment.
"At the IRS, I reviewed thousands of valuation appraisals and found many of them poorly done, containing errors, omissions and inconsistencies. I know how to produce solid, credible and defensible appraisals."
"We have created a unique opportunity by partnering my extensive IRS experience with seasoned private practice business and valuation industry specialists, resulting in a rarely matched valuation perspective."
Michael A. Perlmutter