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Read MoreOur experts combine extensive industry knowledge and wide-ranging financial expertise to provide tangible and intangible asset valuations for gift and estate tax planning and reporting purposes.
We leverage our team of financial and valuation specialists, along with expert technical and scientific consultants, to provide thorough, well-documented, and timely valuation analyses and reports. Our comprehensive methodologies provide well-supported valuations that withstand the scrutiny of taxing authorities. We have significant experience providing expert witness testimony in both federal and state courts by communicating key facts in a clear, logical, and impactful manner.
Professional Designations:
Our experts are members of distinguished industry organizations, including:
Our team has significant experience valuing fine art, including paintings, prints, statues & sculptures, photography, ceramics, textiles, and digital art. Our experts inspect and collect documentation of purchase and authenticity. We evaluate art at every stage of its life, including issues related to art damage or theft. We gather the most recent and accurate data and work closely with conservators. Our in-depth analysis provides collectors, artists, galleries, businesses, and insureds with high-quality art valuations.
Our experts combine financial and valuation expertise with industry and market knowledge to value businesses and related assets. We advise in gift & estate tax reporting and planning, shareholder disputes, commercial litigation, marital dissolution, bankruptcy and restructuring, solvency determinations, financial reporting, mergers and acquisitions, IRC 409A, employee share ownership plans, and phantom stock plans.
We leverage decades of industry knowledge and field experience to provide high-quality consulting in evaluating industrial/manufacturing facilities, equipment, and systems. Our consultants provide in-depth reports that outline our stringent methodologies and conclusions to accurately value assets. We have supported projects involving industrial/manufacturing/farming equipment, specialized electronic systems, food and beverage processing, concrete and metal fabrication, heating and air systems, and more.
Our clients retain us to help identify, manage, and capture the value of intellectual property and intangible assets in all aspects of a business enterprise. Our team helps clients to understand the value of their internally developed and acquired IP assets, enabling decision makers to focus research and development and other capital budgeting efforts; plan and negotiate sale, disposition, or licensing transactions; strategize in anticipation of, or within, litigation; and address financial and tax reporting requirements.
> Learn More About Our Intellectual Property Valuation Expertise
We work closely with industry-leading appraisers to determine the value of jewelry, watches, diamonds, and gemstones. Our experts quickly mobilize on-site to provide an initial assessment, and if a piece is not categorized as “costume” jewelry, we send the item for appraisal. Our team has significant experience securing delicate items for transportation and ensuring timely arrival and care en route. Our jewelry appraisers and gemologists utilize state-of-the-art equipment to provide accurate identifications and travel with advanced gemological equipment including diamond, gemstone, and metal testing kits. We perform extensive research into previous documentation of quality and value of each piece and leverage all available information to deliver unbiased, accurate valuations for various appraisal purposes, including estate taxes, divorce, theft, and damage.
Our experts provide comprehensive support in real property/commercial real estate matters. We deliver expertise in single-asset and multi-state real property portfolio appraisals and consulting, commercial real estate dispute analysis, financial reporting consulting, and litigation support. Our experts help clients to solve intricate commercial real estate matters by utilizing advanced research analytics, market intelligence, and extensive knowledge of the changing laws and regulations issued by state, federal, and international entities. We also interpret pertinent issues pre- and post-discovery regarding contested valuations and potential damages.
> Learn More About Our Real Property Valuation & Advisory Services
Our experts recognize the unique issues that impact the wine industry and provide a full-service approach when valuing inventory. We verify the existence of wine by reviewing weigh tags and inventory reports, determine the impacted wine program by examining blending reports, and calculate projected sales value and unincurred costs. Throughout this process, we take into consideration the evolving changes within the insurance market and the heavily regulated nature of the weighing process.
Our experts are experienced in appraising rugs, carpets, and textiles to develop a comprehensive evaluation of their relative value. We are especially adept in the appraisal of antique, Oriental, and Persian rugs, and evaluate their worth based on their identified age, origin, materials, condition, rarity, historical significance, complexity of design, and other criteria indicative of exceptional craftsmanship or importance of the piece.
We are highly skilled in evaluating collectible items and various memorabilia to provide a thorough and reliable valuation of your personal property. Our team provides expert appraisals of a wide range of collectible items, including, but not limited to:
Our team of seasoned appraisers deliver expertise in antique furniture evaluations, ensuring you receive accurate and reliable appraisals. We meticulously assess key factors such as provenance, craftsmanship, current condition, and cultural importance to determine the value of your antique pieces. Our experts provide comprehensive reports and accurate valuation of your furniture in order to protect your investments and inform your financial decisions regarding your personal property.
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