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 or intellectual property value.
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.
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.
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.
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."
Industry Experience
Our ExpertiseOur 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).