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
Anne R. Meltzer, CPA/ABV, ASA
Founder & Managing Director
Donni Engelhart, CFA, ASA, CVA
Managing Director
Jacob Inners, CVA
Senior Manager
Aaron Wolf, CVA
Senior Manager
Jenifer Flynn, JD, CPA, CVA
Senior Manager
Randy Harris, ASA, CVA
Senior Manager
Adam Sharp, CPA
Senior Analyst
Andrew Schmidt
Senior Analyst
Founder In Memoriam
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.