We provide formal, independent conclusions of value for businesses, securities, and complex financial instruments. These opinions are often required for financial reporting, tax compliance, or litigation and are delivered as "conclusions of value" that adhere to professional standards like USPAP or IVSC.

Financial Reporting & Audits: Valuing illiquid or "level 3" assets for year-end financial statements to satisfy auditors and regulatory bodies like the SEC.

Tax Compliance: The IRS requires formal opinions for estate and gift tax purposes (e.g., for gifts exceeding the 2025 annual exclusion of $19,000) and for charitable contributions.

Lending & Financing: In 2025, updated SBA standards (SOP 50 10 8) mandate formal valuations for certain business loans exceeding $250,000 or involving related parties.

Legal Proceedings: These reports serve as the primary expert testimony in court for shareholder disputes, divorces, or litigation where the value of an asset is a matter of legal importance.