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Celebrating our 45th Anniversary

A national business valuation, forensic analysis, and financial advisory services firm with offices in Chicago, Atlanta, and Portland.

Upcoming Events

November
5
2014
Webinar
Master Analyst in Financial Forensics class National Association of Certified Valuators and Analysts (NACVA)
Robert Reilly, a managing director of our firm, will present a webinar on the topic of “Valuation of Distressed Businesses and Plan of Reorganization.”
November
13
2014
Las Vegas
Annual Convention The ESOP Association
Steve Whittington, a manager in our Atlanta office and the head of our ESOP valuation practice, will deliver a presentation on the topic “New and Notable ESOP Valuation Issues.”
December
4
2014
Webinar
IPT Webinar Institute for Professionals in Taxation
Robert Reilly, a managing director of our firm, will deliver a presentation on the topic of “Valuations and Allocation of Intangible Assets.”

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Intangible Asset Valuation
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Insights

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Latest Issue:
Autumn 2014

Insights Journal
Focus on Gift, Estate, and Generation-Skipping Tax Issues



apex award

Insights wins Apex Award fourth year in a row



award

Insights Wins the MarCom Gold Award!


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Announcements

November 2014 - Portland office adds new manager image

September 2014 - Atlanta managing director honored by Atlanta Society of Finance and Investment Professionals image

August 2014 - Atlanta office adds new manager image

August 2014 - Chicago manager interviewed on NPR image

August 2014 - Guide to Intangible Asset Valuation reviewed in valuation publication image

June 2014 - Atlanta managing director quoted in Wall Street Journal image

June 2014 - Insights wins 2014 Apex Award. image

April 2014 - Chicago manager interviewed on NPR regarding value of the Clippers image

March 2014- A managing director of our firm was recently appointed to a three-year term on the Federal Reserve Bank of San Francisco’s Economic Advisory Council (EAC), beginning January 2014.   image

March 2014- A managing director of our firm, was quoted in a recent article in InvestmentNews.   image

February 2014- A director of our Atlanta office, was quoted in a recent article on the Bloomberg BNA website   image

November 2013- Guide to Intangible Asset Valuation Published by AICPA   image

July 2013- Managing director interviewed for the article “What’s Your Firm Worth,” for the Illinois CPA Society Insight. Click here to read the full article.  image

June 2013- Managing director appointed to panel of editors of Property Taxation  image

May 2013- Portland office expands   image

May 2013- Portland managing director receives award   image

April 2013– Managing director receives ABI publications award  image