2023
Reliant Business Valuation
A firm with a unique focus on and excellent reputation with financial institutions across the US for the valuation of businesses and equipment for SBA 7(a) financing. They are also engaged by multi-unit franchised restaurants, retailers, and services companies to provide valuations of businesses and fixed assets.
2023
Rocky Mountain Advisory
Known for bankruptcy consulting and receivership, fraud and forensic accounting investigations, divorce services, and financial valuation, this team is engaged for restructuring, damages calculations, business and intangible asset valuations, and expert witness testimony.
2023
Lone Peak Valuation Group
Relied upon for investigative accounting, damages calculations, valuations of businesses and intangible assets, litigation consulting, and expert witness testimony, these senior professionals have earned designations including certified public accountants (“CPA”), certified in financial forensics (“CFF”) and certified financial crime investigators (“CFCI”), certified fraud examiners (“CFE”), and accredited senior appraisers in business valuation, (“ASA” or “ABV”).
2023
Value Consulting Group
A team that specializes in the valuation of ESOPs and other private business enterprises, divorce services, litigation support, and real estate appraisals. The senior professionals include accredited senior appraisers (“ASA”), certified public accountants (“CPA”), accredited in business valuation (“ABV”), certified business appraisers (“CBA”), and certified valuation analysts (“CVA”).
2024
ValueScope
Engaged to provide complex financial analyses and consulting including Fairness Opinions, valuations, quality of earnings studies, transfer pricing studies, and expert witness testimony, the senior professionals have earned the designation of chartered financial analyst© (“CFA©”). They are relied upon for transaction advisory, estate and gift tax reporting, financial reporting, and litigation support.
2024
Acuity Advisors
Respected as specialists in ESOP transactions and valuation, these professionals serve as advisors to business owners, trustees, and management teams. The senior staff hold designations including chartered financial analyst© (“CFA©”), accredited senior appraiser (“ASA”), and accredited in business valuation (“ABV”).
2024
Equitable Value
These professionals are focused on financial valuations, investigative analyses, damages calculations, and expert witness testimony for divorce and other matters of dispute. Designations earned by this team include Certified Business Appraiser (“CBA”), Certified Valuation Analyst (“CVA”), Certified Patent Valuation Analyst (“CPVA”), Certified Divorce Financial Analyst (“CDFA”), and Certified Cryptocurrency Auditor (“CCA”).
2025
D. R. Payne & Associates
Focused on bankruptcy and receivership, this team provides restructuring advisory, forensic and litigation support services, accounting and operational advisory, and valuation opinions. Leadership at this firm hold respected professional designations including Certified Insolvency & Restructuring Advisor (“CIRA”), Certified Turnaround Professional (“CTP”), Certification in Distressed Business Valuation (“CDBV”), Fellow of the American Board of Forensic Accounting TM (“FABFA®”) and licensed Nursing Home Administrator (“NHA”), as well as CPA, ABV and ASA.
2025
Munroe, Park & Johnson, Inc. (MPJ),
San Antonio valuation firm recognized for its work in estate and gift tax valuations, partnership and corporate structures, and complex tax matters. Partners Bruce Johnson and Jim Park, Accredited Senior Appraisers with over 30 years of experience, have made significant contributions to the valuation profession, including the Johnson/Park Empirical Method for determining discounts for lack of marketability (DLOM) and the widely used Comprehensive Guide for the Valuation of Family Limited Partnerships and LLCs.
