5.0
Jordan Silva, CFO
Client Company 1
July 2026
Project size: $1M-$10M
Estate & Gift Tax Planning
Rigorous methodology and clear communication throughout. Would engage again without hesitation.
About
Independent business valuation firm serving mid-market and enterprise clients across multiple industries.
Founded
1988
38 yrs
Employees
51-200
Headquarters
New York, NY
Service Focus
3
Services
Strategic & Transactional· 2
- ESOP Valuations
- Fairness Opinions
Tax & Compliance· 1
- Estate & Gift Tax Planning
Ratings Breakdown
4.6
Overall · 5 reviews
Quality4.6 / 5
Timeliness4.4 / 5
Communication4.4 / 5
Value4.6 / 5
Reviews (5)
4.0
Morgan Johnson, General Counsel
Client Company 2
July 2026
Project size: $10M-$50M
Fairness Opinions
Their team took time to understand our business and produced a defensible report our board relied on.
5.0
Taylor Adams, Managing Partner
Client Company 3
July 2026
Project size: $50M+
ESOP Valuations
Solid technical work. The narrative summary was especially useful in our negotiations.
4.0
Casey Nguyen, Controller
Client Company 4
July 2026
Project size: <$1M
Estate & Gift Tax Planning
Fair pricing and responsive to our questions. Report held up under buyer diligence.
5.0
Riley Kim, President
Client Company 5
July 2026
Project size: $1M-$10M
Fairness Opinions
Deep industry expertise showed in every conversation. Highly recommend for complex situations.
Location
No mapped coordinates on file.
New York, NY