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Strategic Valuation Group

What We Offer

A wide range of valuation services to meet every client need:

Estate Planning and Tax

We provide sound, defensible valuations to business owners and high net worth individuals for tax purposes.

ESOP's

Employee Stock Ownership Plans. We provide expert valuations for the establishment, financing, and ongoing pricing of ESOP shares.

Financial Reporting

Our valuation specialists possess in-depth knowledge of financial reporting valuation requirements.

Litigation Support

We provide expert testimony related to a broad range of legal matters involving valuation.

Transaction Advisory

Our valuation experts provide transaction opinions to boards of directors to assist them in fulfilling fiduciary duties and curtailing risk.

Real Property

Our in-house team of professionals are experts in appraising commercial and residential properties.

Who We Are

SVG provides valuation advisory services for a wide range of purposes using best practices and cutting edge valuation techniques.

We are the trusted advisor for attorneys, accountants, corporate executives, investors, entrepreneurs, and high-net worth individuals. Our seasoned experts hold numerous prestigious credentials related to the field of valuation.

Meet Our Leaders

Our team has extensive experience valuing businesses, business interests, intangible assets, complex securities, and real estate related entities and assets.

Managing Member

Rob Weinstock

Member

Scott DeFreest

Managing Director

Josh Booth