Business Valuation Services in Carmel, CA

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Valuation Services

Our Valuation Services are used by attorneys, accountants, financial advisors, and clients to achieve their goals in the following areas:

  • Estate Tax Planning and Compliance
  • Gift Tax Compliance
  • Valuation Discount Analysis for Funding of Trusts, as well as for Gift and Estate Reporting
  • Resolution of Litigated Matters, including Civil Litigation and Family Law Matters
  • Admission of New Partners
  • Buy-Sell Agreements and Buyouts of Co-Owners
  • Eminent Domain Cases
  • Resolution of Bankruptcy Matters
  • Advising on Planned Transactions, including Civil Litigation and Family Law Matter

Industries Served

  • Agribusiness
  • Valuation Discount for Asset Holding Companies and Tenancy in Common Interests
  • Professional Service Firms Including: Law Firms, Real Estate Companies, Accounting Firms, Consulting Practices, and Financial Planning Firms
  • Medical and Veterinary Practices
  • Real Estate Holding Companies
  • Mixed Asset Holding Companies
  • Restaurants and Hospitality
  • Galleries and Art Production
  • Retail Stores and Gas Stations
  • Wineries and Distilleries
  • Architecture, Engineering, and Construction Firms
  • Valuation of Financial Assets, including: Leases, Life Estates, and Nonmarket Promissory Notes

The managing shareholder, Clark Savage, and other valuation staff have over 30 years of combined experience in determining the value of closely held companies and complex financial instruments. We have appraised more than 700 companies throughout the Western United States. We have qualified as experts in valuation and forensic accounting in the California Superior Courts.

Get In Touch
With Us

We are dedicated to providing only the best accounting and tax services available to the people of Carmel, CA. Contact our team at 831-298-5175 to discuss how we can help you or your business.