Succession Planning
and Wealth Preservation


A privately-held business is often the centerpiece of the owner’s life work.  Buying, selling, transferring or dividing a business all require a thorough understanding of the business’ value.  We provide thorough, well supported, independent valuations for the following purposes:

  • Estate Tax Planning and Compliance
  • Gift Tax Planning and Compliance
  • FLP and LLC Discount Studies
  • Restricted Stock and Blockage Discount Opinions
  • Buy-Sell Agreements
  • Assessments of Strategic Alternatives
  • Qualified Appraisals for Charitable Contributions

Representative clients

  • Huntington Scroll

  • American Industrial Partners Scrollbox

  • Cortec Scrollbox

  • Evapco Scrollbox

  • CFS Scrollbox

  • Stanley Steemer Scrollbox

  • Veeam Scrollbox

  • Catterton Scrollbox

  • Hamilton Beach Scrollbox

  • Optimus Scrollbox