About Us
Becoming one of the nation’s leading independent business valuation and securities analysis firms didn’t happen overnight. Our legacy comes from more than 35 years of performing tens of thousands of expert valuations with consistency, discipline, and integrity.
We believe this success is derivative of having a diverse staff of experienced pros, here to guide public companies, private companies, and investment entities through waves of complexities from financial reporting to litigation. We are proud to announce we are achieving a 100% win rate with challenges from the Internal Revenue Service.
Our tight-knit group of credential analysts work relentlessly to earn and establish your trust every day.
Our Commitment
A message to you from President Shina Culberson
Passion.
It’s an undeniable asset of a company that so many underestimate.
While we are delighted that every one of our devoted energetic individuals applies their unique backgrounds and advantages, everyone here values passion greatly. We realize no two assignments are ever the same and we tackle each one with enthusiasm and optimism as we roll up our sleeves and give it our all.
Our Approach
While we engage in a more thorough approach, integrity and discipline hold strong as our secret sauce in ensuring we properly identify the best possible outcomes in a timely manner through our proprietary 6-step process.
This direction led to the creation of the first platform developed by valuation experts for business owners and advisors. It is a unique process leveraging countless hours invested in analyzing an organization’s factors, transforming the findings to spark more decisive moves while driving business value. It’s a repeatable approach. Scalable. It’s the holistic framework laser-focus we use to craft customized solutions, regardless if you’re in the midst of running a small startup or overseeing important aspects of a large multi-national firm.
Our Leadership
Developing valuations calls for tried-and-true experts, analysts with breadth of experience and a penchant for pursuing excellence. Analysts with impressive backgrounds in investment banking, asset management, corporate finance, and financial advising. Collectively, we bring unique perspectives and the same unparalleled determination to provide clients like you the highest levels of communication and unmatched solutions-oriented service. Confidence is realized. Trust is achieved.
We are these experts. We are the ones pursuing more tailored experiences that are thorough, personal, discreet, and put your interests front and center. And we are proud to be the nation’s top valuation experts as a result of it.