Vulcan Advisory Services LLC goes beyond the typical valuation advisory firm.
We can work with clients who need to be walked through a complicated, bureaucratic process. No one expects you to be the expert, which is why we are here to help.
Of the approximately one hundred opinions of value rendered for estate and gift tax purposes, none of them has ever questioned by any taxation authority.
Our knowledge of “lack of marketability” factors is not limited to academic studies. Dozens of business interests (minority and control) have been sold on behalf of clients.
I am one of the few credentialed experts in the formal process of business appraisal review, which can be utilized in a wide variety of litigation and dispute settings.
I have approximately 20 years of experience with…
Investment portfolio management
Retirement account valuation (IRA accounts)
Appraisals for business acquisition
Private equity and other private placement investment analysis and projections
Commercial credit analysis
Appraisals for the Small Business Administration loan approvals
Not for profit administration
General and specialized accounting methods
I assist clients with…
Valuation of subject assets
Corporate financial analysis
Portfolio allocation decisions
Purchase and sale transactions
Selling business interests
Section 409a valuations (stock options)
Family law (divorce)