What we value

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Our valuation reports provide attorneys, accountants, and business owners with the highest level of expertise and credibility.  Because we only provide valuation services, Valuation Services, Inc. ("VSI") is frequently recommended by other professionals because of independence and lack of conflicts of interest.

Whether the purpose of the valuation is for estate, gift, or income tax reporting purposes; defending and supporting value for clients before the IRS; or assisting attorneys in litigation matters, our knowledge and hands on, real world experience provides persuasive reasoning that supports our conclusions as to value. This type of dedication to the valuation process has earned VSI a reputation as one of the premiere valuation firms in the industry.

We Can Value:
Ownership interests in family limited partnerships and family limited liability companies
Real estate ownership interests
Private operating companies and related ownership interests
Interests in entities owning marketable securities
Private notes and loans receivable
Convertible debt and equity
Intangible assets including patents, royalties, claims, etc.

Types of Ownership Interests Valued:
Limited and General Partnership
Managing and Non-Managing Member
Common and Preferred Stock
Tenants in Common, Joint Tenants, and Tenants by the Entirety interests in real estate

Why We Value:
Gift and estate tax reporting and planning
Litigation support
Matrimonial litigation
ESOP reporting
Shareholder/partner agreements and disputes
Financial and income tax reporting.
Mergers and acquisitions
SFAS 141 and 142 (Intangible Valuation and Goodwill Impairment)
Section 409A
SBA financing