Our Services Below

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Serives We Offer

Business Valuation Services

From start-ups to mid sized public corporations, our professionals have business valuation experience in every industry.

Corporate Finance & Advisory Services

Our experienced professionals provide valuable insight at every step of the transaction process, having advised public and private companies in the United States, the Caribbean and South America.

Litigation Support Services

We helps litigators, the courts and business owners quantify their business value and income for support.

Personal CFO Services

Catering to Business Owners, Executives, High Net Worth Individuals and Retirees - specialized Financial Planning & Personalized CFO Services

Testimonial

We engaged the firm to do a valuation and write a report. The matter involved valuation of stock options using various mathematical models. The principal partner is knowledgeable and articulate. The draft report was written efficiently and at reasonable cost. While the action settled and we did not need to proceed to a final report, I as well as my lawyer, were happy with the result.

Anonymous
Executive

Testimonial

They helped me on a complex valuation and income matter.They turned it around in under month and were very professional and cost effective. I would recommend the firm.

Anonymous
Small Business Owner

Testimonial

Great company. Very professional. Awesome Service. Met all my dead lines and with great budget. very very intelligent staff and they know what they are doing.

Anonymous
Board Member

Testimonial

"Abhi and David did a good job of valuing the business for my client. They turned the matter around fairly quickly and a decent price so that both my team could execute and the client was happy with the cost."

Anonymous
Accountant

Industry Experience

Our Expertise

Our Promise To Clients

Court or Transaction Ready

Our reports can be used for either court purposes or to conduct a purchase or sale of a business.

Quick TurnAround

We understand that time is money and, as such, we attemtpt to turn around all matters quickly.

Reasonably Priced

We attempt to add value to the market by being a boutique reasonably priced option.

Unique Insights

Our research focused nature seperates our valuation from the competition as we provide unique insights on all Estimate Valuation Reports or higher.

Unique Insights

We bring a diverse set of thinking, accessing best ideas from across North America, South America and the Caribbean when providing either a Calculation Valuation, Estimate Valuation or Comprehensive Valuation Report.

Accessing Our Contacts

Whether its a Capital Raise, an Acquisition or a Sale, we have a deep network of contacts across North America, South America and the Caribbean in the financial space (private equity, hedge funds, family offices).