Valuation Process :: Bios

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Strategic Valuation Group is a boutique valuation firm devoted to uniquely delivering the broadest valuation services offered today.                                               

  Broadest in the sense that no project is too big or too small for our shop! Review our service offerings to see that our service line spans the valuation continuum. We have the skill set and experience to perform highly technical valuations. But, our group is flexible enough to deliver less sophisticated analyses when appropriate.

  Uniquely Delivered in that our firm is founded on the principle of "Customer First - Compliance Second!" So- if the need for a valuation arises for any number of reasons- compliance with laws (i.e., income tax, estate tax, shareholder disputes, lawsuits, divorce) or financial reporting rules/regulations, our goal is not only to help the private company owner comply, but also to begin a relationship as a value advisor to that owner.

Unlike other firms that deliver technical valuation expertise with a short-term, project-oriented focus - it is our mission to not only meet and exceed your valuation compliance needs, but to go on to deliver continuous expertise that builds relationships with our clients that span years. This requires a client focus that goes beyond compliance and is described more fully in our Private Company Wealth Transitions service description.

We know that our clients and their advisors desire the highest level of services delivered in an environment of teamwork and integrity, and we have built our firm around meeting this need.