Who We Are

About Us

Wharton Valuation Associates, Inc. is a consulting firm offering specialized valuation services to corporate and individual clients. Our team of experienced professionals provides individualized service and solutions to assist clients with a wide range of planning and transactional applications including tax compliance, financial reporting and corporate finance transactions.

Our mission is to provide the most thorough and objective valuation studies -- ones that can withstand the toughest scrutiny of tax authorities and auditors. Each report is crafted using the rigorous application of well accepted valuation methodologies and written without gratuitous technical language. Our team has extensive experience in the valuation of companies and their securities, as well as in representing clients in the purchase and sale of businesses. We are experts in valuing companies in a wide range of industries including manufacturing, media, financial services, engineering and other professional services. Our professionals have worked all over the U.S., as well as in Europe. Our assignments are referred to us by attorneys, accountants, bankers, financial planners and other business advisers who realize the importance of reliable valuation opinions when planning an estate or entering into a transaction.