Appraisals

We provide agency valuation services for business continuation.

We perform appraisals nationwide for insurance entities.

Businesses seek our help when they want valuations for estate planning, when they are applying for loans, when they are planning for business growth...for all sorts of reasons.

Why do they come to us? Because they know they can trust us for industry-specific, reliable advice.

  • Agency Perpetuation

  • Estate Appraisals

  • Family Business Transfer

  • Divorce Appraisals

“When we needed some guidance on agency costs you provided resource material that I, quite frankly, was not aware existed. Howard, I look forward to working with you for years to come.”

- RMC

“We have never had our business appraised before and weren't exactly sure what to expect...The end result was a highly professional, well documented appraisal that we will be using as a basis for valuation...(W)e intend to use you for periodic updated in order to have a clear trail that will stand up to IRS scrutiny. This is going to help us make perpetuation plans for the future of our company.”

- AP & WP

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