Founded in 1988, we are one of the nation's leading and most respected independent business valuation consulting firms. Valuation is our only business — and that singular focus is what sets us apart. After a rigorous due diligence process, we bring deep experience and judgment, along with industry and valuation knowledge, to each engagement. The result: accurate, independent, thoroughly supported, and credible valuations that stand up to scrutiny. We serve clients across all 50 states and abroad from our offices in New York, Rochester, Boston, and San Francisco.

We are a team of approximately 100 professionals committed to delivering senior-level attention on every engagement. Trusted by attorneys, accountants, estate and insurance planners, bankers, and other financial professionals — from prestigious firms to sole practitioners — we have built our reputation on independence, rigor, and defensibility. As an ESOP firm, every one of our team members is an owner, fostering a culture of accountability, teamwork, and shared purpose.

We deliver expert business valuation services across a wide spectrum of needs — from estate and gift tax reporting to ESOP advisory, financial opinions, litigation support, portfolio valuations, real estate valuations, and transaction advisory. Our process has been developed and refined over decades to produce independent, thoroughly supported, on-time, and credible valuations for clients in every industry and situation.

Our mission is simple: to deliver value and improve the lives of those we touch. We serve compassionately, operate efficiently, and lead with integrity. We dream big, help each other achieve our goals, and are committed to building a strong and sustainable firm that endures for generations. We contribute to growth in society by connecting people with information that helps them become more successful in business and in life.

We are committed to exceptional performance and pushing boundaries in pursuit of the best solutions, fueled by innovation and dedication. We embrace culture — building deep and lasting relationships with our clients, referral sources, and each other, fostering camaraderie and mutual support, while having fun along the way. We foster communication through collaborative, transparent, and honest dialogue that is tough on problems, not on team members, fostering trust and accountability.

Valuation is our only business — which means every resource, every professional, and every process is purpose-built to deliver the most accurate and defensible results possible. We provide senior-level attention to every engagement, backed by 35+ years of experience. We have been named Valuation Firm of the Year for three consecutive years and recognized as the Top Business Valuation Service Provider of 2024. Time and again, the most respected professional firms recommend and return to us.

Guided by our core values and rooted in our identity as an ESOP, we are committed to making a lasting impact on the communities we serve. Our team volunteers with FeedingNY to combat food insecurity in New York City, sponsors initiatives at the Ronald McDonald House near Golisano Children's Hospital in Rochester, partners with the Network for Teaching Entrepreneurship (NFTE) to build futures for young people, and participates in local food drives through the Greater Rochester Chamber of Commerce. We celebrate our diverse team through cultural events including Lunar New Year, Holi, and community gatherings that reflect our shared values.