Economic Damages & Valuations

Trust & Estate Valuations

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Our 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.

Our Asset Valuation Expertise
  • Art Valuation
  • Business Valuation
  • Equine Valuation
  • Equipment Valuation
  • Intellectual Property Valuation
  • Jewelry & Gemstones Valuation
  • Real Estate Valuation
  • Wine Inventory Valuation
Our Professional Designations
  • Accredited in Business Valuation (ABV)
  • Accredited Senior Appraiser (ASA)
  • Certified Business Appraiser (CBA)
  • Certified Fraud Examiner (CFE)
  • Certified in Financial Forensics (CFF)
  • Certified Insolvency & Reorganization Advisor (CIRA)
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)
  • Chartered Financial Analyst (CFA)
  • Electrical Engineer (EE)
  • Master Analyst in Financial Forensics (MAFF)
  • Mechanical Engineer (ME)
  • Member Appraisal Institute (MAI)
  • Professional Engineer (PE)
Art Valuation

Our team has significant experience valuing all types of art, including paintings, statues, collectibles, and sports memorabilia. 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 conservatories. Our in-depth analysis provides collectors, artists, galleries, businesses, and insured with high-quality art valuations.

Business Valuation

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, phantom stock plans.

> Learn More About Our Business Valuation Expertise

Equine Valuation

Our professionals understand the complex methods of thoroughbred valuations. Our unique skill set and experience in handling horse valuations involves income projection and sales comparison methods based on all variables that impact their value, including pedigree, age, physical condition, and record of bloodlines, among other criteria.

> View Our Insights on “Determining Thoroughbreds’ Value”

Equipment Valuation

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.

> Learn More About Our Equipment Consulting Expertise

Intellectual Property Valuation

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

Jewelry & Gemstone Valuation

We work closely with industry-leading appraisers to determine the value of jewelry, 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 to regional testing facilities. While the jewelry appraiser utilizes state-of-the-art equipment to provide accurate identifications, we perform extensive research into previous documentation of quality and value. We leverage all available information to deliver unbiased, accurate valuations for various appraisal purposes, including estate taxes, divorce, theft, and damage.

Real Estate Valuation

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

Wine Valuation

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.

> View Our Insights on the “Valuation of Wine Inventory”

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