Our Services
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ESOP Advisory
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Estate Planning & Administration
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Tax Reporting
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Corporate & Tax Planning
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Charitable Gifts
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Shareholder & Succession Planning
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Financial Opinions (Fairness/Solvency)
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Financial Reporting
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Equity Based Compensation
Our Clients
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Business Owners
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ESOP Trustees
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Investors
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Shareholders
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Trust and Estate Attorneys
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Corporate Attorneys
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Wealth Advisors
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Accountants and Auditors
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Boards of Directors
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Executors/Personal Representatives
Our Team
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Anne R. Meltzer, CPA/ABV, ASA
Founder & Managing Director
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Donni Engelhart, CFA, ASA, CVA
Managing Director
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Jacob Inners, CVA
Senior Manager
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Aaron Wolf, CVA
Senior Manager
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Jenifer Flynn, JD, CPA, CVA
Senior Manager
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Randy Harris, ASA, CVA
Senior Manager
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Adam Sharp, CPA
Senior Analyst
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Andrew Schmidt
Senior Analyst
Founder In Memoriam
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S.G. Brooke Tucker, ASA
1950 – 2016
Get In Touch
To contact us with questions or inquiries about valuation services, please complete the form below or call us at 410-779-9402.