Providing independent business valuation expertise and reliable financial opinions since 2006

Contact Us

At Tucker & Meltzer Valuation Advisors, we work collaboratively and responsively with our clients to provide them with thorough, independent, and timely business valuations and financial opinions.

Our clear and concise reports are the product of a rigorous quality assurance process and consistently withstand the scrutiny of third parties and government agencies.

Our Services

  • ESOP Advisory
  • Estate Planning & Administration
  • Tax Reporting
  • Corporate & Tax Planning
  • Charitable Gifts
  • Shareholder & Succession Planning
  • Financial Opinions (Fairness/Solvency)
  • Financial Reporting
  • Equity Based Compensation

Our Clients

  • Business Owners
  • ESOP Trustees
  • Investors
  • Shareholders
  • Trust and Estate Attorneys
  • Corporate Attorneys
  • Wealth Advisors
  • Accountants and Auditors
  • Boards of Directors
  • 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

Director

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Randy Harris, ASA, CVA

Director

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Aaron Wolf, CVA

Senior Manager

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Jenifer Flynn, JD, CPA, CVA

Senior Manager

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Adam Sharp, CPA

Senior Analyst

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Andrew Schmidt, CVA

Senior Analyst

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Dan Schmidt

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.

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