Valuation Advisor

Financial Advisor Consulting

Financial Advisors engage Business Valuation Advisors for assistance in developing a sound portfolio for their clients. We help financial advisors understand what their client’s business is worth so they can assist with a valuation for life insurance or partner buyout needs.

Because of estate taxes, it is critical to have a certified business valuation on what is likely your client’s biggest asset to develop a sound estate plan. Business Valuation Advisors provide a third-party, independent valuation you need to help your clients plan their future wisely.

Valuations are only as good as the professionals who stand behind them.

We guarantee that our appraisals follow the National Association of Certified Valuators and Analysts® (NACVA®) Standards. NACVA’s Certified Valuation Analyst® (CVA®) designation is the only valuation credential accredited by the National Commission for Certifying Agencies® (NCCA®), the accreditation body of the Institute for Credentialing Excellence™ (ICE™), and the ANSI National Accreditation Board® (ANAB®).

• Independant Assessment
• Experts in SME Financial Analysis
• Certified Valuation Analysts® (CVA®)