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EquiVal, Inc. serves a broad range of financial valuation needs for closely held businesses and their owners. Our practice concentrates primarily on business valuation needs in the accounting, tax and estate planning arenas. We pride ourselves in providing top-quality work on a timely, fee-sensitive basis, and we work closely with clients' professional advisors in order to achieve maximum efficiency.

EquiVal was established in 1990 to meet the largely unserved business valuation needs of closely held companies and professional advisors in the Atlanta area. EquiVal has grown to serve clients throughout the nation. Clients include bank trust departments, law firms and CPA firms, in addition to companies ranging in size from personal service providers to multinational corporations with hundreds of millions of dollars in revenue.

Business valuation is the focus of our business, not merely a sideline. Although members of our staff have backgrounds in public accounting, banking, economics, manufacturing, and the not-for-profit sector, we choose to concentrate solely on the valuation of illiquid assets in the tax, estate planning and accounting arenas.

We have prepared valuations for purposes ranging from the most basic estate and wealth planning transfers through the implementation of cutting-edge transfer and tax planning strategies.  We have completed hundreds of family limited partnership and limited liability company valuations, in addition to our ongoing valuations of operating businesses.  We have successfully worked with professional advisors throughout the United States, ranging in size from boutique tax and estate planning CPA firms and law firms, to the Big 4 accounting firms and some of the nation’s largest law firms.

We welcome the opportunity to demonstrate our commitment to technical excellence and client service. Please contact us for more information or to request a proposal.