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
The Importance of Estate Planning Valuation
For closely held and family-owned businesses, a strategic estate plan is an essential part of protecting wealth and after-tax net worth. Family-owned or closely held businesses often make it a priority to keep the business in the family. Transitioning the business to...
Estate Planning: The Bear Market Silver Lining
The U.S. stock market has officially entered a bear market for the first time since the Covid-19 pandemic sent the stock market into a brief but deep dive back in March of 2020. Before this, you would have to look all the way back to the 2008 financial crisis to find...
Tax strategy that charitably inclined business owners should be aware of when selling a business
When selling a business, owners who are charitably inclined can get a much bigger charitable bang for their buck if they plan ahead and take action before the sale, rather than making a donation after the sale with the sale proceeds. The key is to make a donation of...
What Can Adamy Do For Your Business?
We serve clients by solving meaningful financial problems and guiding leaders to build exceptional businesses.
