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
2003
23 yrs
Employees
11-50
Headquarters
Chicago, IL
Service Focus
3
Services
Strategic & Transactional· 2
- ESOP Valuations
- Buy-Sell Agreements & Partner Buyouts
Tax & Compliance· 1
- Estate & Gift Tax Planning
Ratings Breakdown
4.5
Overall · 6 reviews
Quality4.5 / 5
Timeliness4.5 / 5
Communication4.5 / 5
Value4.5 / 5
Reviews (6)
4.0
Morgan Johnson, General Counsel
Client Company 2
July 2026
Project size: $10M-$50M
ESOP Valuations
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+
Buy-Sell Agreements & Partner Buyouts
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
ESOP Valuations
Deep industry expertise showed in every conversation. Highly recommend for complex situations.
4.0
Avery Walsh, COO
Client Company 6
July 2026
Project size: $10M-$50M
Buy-Sell Agreements & Partner Buyouts
Delivered on schedule and stood behind the analysis when challenged. First-rate professionals.
Location
No mapped coordinates on file.
Chicago, IL