Who We Are
Adamy Valuation has been providing executives, business owners, attorneys, and fiduciaries with expert, independent business valuation services for over three decades. We serve clients across the country in a wide variety of industries, sizes, and situations.
Our
Expertise
Tax Reporting
Dispute & Forensic Advisory
Corporate Planning
Transaction Opinions
Who We Serve
Attorneys
Top attorneys trust us to serve their clients with the same high standards that they do.
CPAs
CPAs recognize our expertise is the right tool to help them serve their most important clients.
CEOs
Executives know that they can count on us to get the job done efficiently and effectively.
CFOs
Corporate fiduciaries rely on us to help them serve their constituents with the highest standard of care.
Case Studies
Our actions speak for themselves.
Meet the Team
Our people make the difference. Click below to learn more about our team.
Adamy Insights
Valuation Discounts in Estate Planning: Navigating Control, Marketability, and Market Volatility
Business valuation discounts play a critical role in determining the value of business interests, particularly in estate planning. These discounts arise from two key factors: lack of control and lack of marketability. This paper explores these discounts, the influence...
Beyond the Partnership: New Models of Professional Service Firm Ownership
The great partnership, a business model rooted in the 19th Century Gilded Age, has been losing favor among professionals since the 1990s. In the wake of the pandemic, the convergence of technology disruption, talent shortages, and Boomer retirements is driving...
Don’t Miss Out on Record-High Tax Savings
In this video, Jake Helwick teaches business owners how to navigate business transfers while maximizing gift tax exemptions. Whether your business is valued at $10 million or more, Jake simplifies the complexities, emphasizing key strategies to make the most of these...
What Can Adamy Do For Your Business?
We are lifelong learners who serve clients by solving meaningful financial problems.
