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Services

Wharton’s valuation studies have diverse applications. Our valuations have been used to support firms in financial reporting and both individuals and firms in tax-related valuation matters. We also provide valuation services in support of corporate finance transactions and litigation. The Wharton team offers many years of experience in areas including estate tax services, employee stock ownership plans (ESOP), fairness opinions, intangible asset valuation and fair value measurements under FAS 157.

  • Gift, Estate and Inheritance Taxes and Estate Planning
  • Litigation Support and Expert Witness Services
  • Business Valuations for Corporate Finance Transactions
  • Stock Options and Other Equity Based Compensation
  • Portfolio Valuation for Investment Managers
  • Financial Reporting for Mergers and Acquisitions
  • Valuation of Intangible Assets
  • Employee Stock Ownership Plans (ESOPs)
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