Creating Opportunity • Building Value
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Business Valuations

When you need to know the correct business value – call us.  Purposes include Merger and Acquisition Planning, IRS, SBA Loans, Banking, litigation, Estate Tax, Gift Tax, ESOP and more.  Read more.

Succession Transaction Planning

Create tremendous opportunity and value through transaction planning for management buy-outs, family transitions, and market sales.  Improve your business, your peace of mind, and build value. Read more.

Business Brokerage

You will be exceptionally represented and obtain the highest value as we apply our diverse backgrounds and extensive industry experience.  Our typical M&A clients have values of $1 Million to $10 Million.  Read more.

What’s New

Ed Davis, Business Broker and Business Valuation Expert is participating on fuel oil panel

Ed Davis, CPA, CVA business broker and business valuation expert, will be participating in a panel discussion at the Atlantic Region Energy Expo in … [Read More...]

Greg Caruso to interview Chris Mercer on his new book, “Unlocking Private Company Wealth”

Chris Mercer, noted valuation expert and the recent author of the book, "Unlocking Private Company Wealth" will be interviewed by Greg Caruso, … [Read More...]

Now Is the Time to Sell Your Business: Results of Marketpulse Study Pepperdine U.

The Fourth Quarter 2014 Pepperdine Study known as Marketpulse, confirms what many business brokers have been seeing, namely, that now is the time to … [Read More...]

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