Mission & Core Values


Optimizing value for financial success and peace of mind.

Values that make sense


Included in our promise of excellence is the use of proven, generally accepted valuation methods. Our conclusions are thoroughly researched and presented in a well-thought-out and organized manner.

Achieving results through integrity

Inherent in our service is the commitment to deliver to you from the best part of us.

Listening and educating

Our service is enhanced through co-operation. We gain greater wisdom by sharing what we know and listening to what you know.


Business valuations are complicated assignments. We realize that in order for our conclusions to be understood, we must fully understand your goals and objectives.  We invest in understanding your industry and your business.

Extending appreciation and gratitude

We live by the philosophy that growth, as a business or individual, starts with appreciating what you have.