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Owner Services

Understand what your business is worth and how to increase its value. We bring Wall Street savvy to Main Street.

  • Valuation
  • Expert Testimony / Litigation
  • Partnership Transactions
  • Estate / Gift Tax Appraisals
  • Capital Structure Planning
  • Mergers & Acquisition Analysis
  • Strategic Consulting
  • Operational Consulting
  • Pre-Transaction Due Diligence
  • Minority Owner Representation
  • Risk Analysis
  • Market Analysis


Business Valuations

80% of business owners expect to use proceeds from the sale of their business for retirement. 4% of business owners know what their business is worth.

Whether you need an independent valuation in the process of a sale, for litigation, or for gift and estate planning, we can help.

Member of the National Association of Certified Valuators and Analysts.

Transaction Support

Strategic Analysis

Thinking about buying a competitor or merging with one? Or are you considering becoming a minority shareholder in a closely held company? If you are considering a transaction, you owe it to yourself to be the most informed person in the room.

Leverage our 25 years of investment analysis experience and bring Wall Street savvy to your Main Street business.

Minority Shareholder Support

Analysis + Advocacy

Angel investors sometimes realize that a business they funded is struggling but find they don’t have the time to weigh their options or to push for necessary changes.

We have the experience and judgement to help you make smart decisions about which way the balance of risk and reward is tipping and the resolve to advocate for your position in shareholder meetings and on boards.

Contact Us

We begin by listening. Understanding the nuances of your specific situation represents the starting-off point of our engagement with you. We listen intently, work hard to earn your trust, and continually seek to exceed your expectations. Based in the Northwest Suburbs of Chicago, we serve clients worldwide.

(646) 801-2464

309 East Rand Road #155, Arlington Heights, IL 60004

Hours by Appointment