We Provide Valuation Solutions.

Consultations/Appraisal Review

We provide valuation advice and guidance, including litigation support.

Your need may be related to tax, buy/sell, divorce, litigation or internal purposes.  We also review appraisals for errors, omissions and inconsistencies that affects its credibility.  We look for incidents of over- and under-valuation issues and the strengths and weaknesses of the appraisals.  

For tax purposes, we use our wealth of IRS experience to evaluate appraisals for IRS audit potential and financial exposure and assistance in the valuation process, especially as to how the IRS may present the issues as well as how to prepare an appraisal that would decrease the chance of an IRS audit. 



Valuation Appraisals

Our professional appraisals are solid, credible and defensible. 

We specialize in valuing:

  • intellectual property (music/film/sports copyrights, trademarks, patents, name & likeness rights)

  • business interests (including partial interest discounts) 

  • real property (fractional interest discounts).   


Our team of professionals have decades of valuation industry and Internal Revenue Service experience, providing another layer of confidence that the appraisal is done right and is consistent with strict valuation standards.  

Royalty Compliance Audits

Protect your intellectual property and the royalty streams it generates.

Our royalty compliance audit is structured to identify potential underreported royalty income the client has earned but not received.  This underreporting is a common occurrence.  We operate in many industries, including the entertainment, manufacturing and franchise industries. 


Our experience includes the performance of thousands of engagements for compliance examination services resulting in additional benefits for our clients from 10% to 50% or more of the amount previously reported.  

Why Us?  We have the credentials and experience.

We are unique in having a team member with 27-years of IRS audit and valuation experience, who holds attorney and CPA licenses and valuation industry designations of CVA and ABAR, along with other team members with decades of business and valuation experience, especially in the entertainment industry space.  We have handled some of the largest and most well known celebrity related valuation assignments and royalty compliance audits.

"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