What We Do



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.