Trusted Valuation Expertise for Legal Professionals
We specialize in valuing interests in privately-held businesses, professional services firms, and investment entities. We provide honest, independent analysis and we strive for clear communication. We’re not “accountants," we’re financial consultants who can help your clients make informed decisions to achieve their goals.
Apex Valuation is led by a non-practicing attorney, so we understand the needs of legal professionals and we speak your language. We are sensitive to confidentiality. We will keep you and your client informed every step of the way, giving you one less thing to manage. Your client will be in good hands.
We want to be a resource to estate planners, family law practitioners, business attorneys, and other legal advisors. Whether you have an active client matter or not, feel free to contact us for a conversation about business planning, technical matters, or other valuation issues.