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
Family Law Considerations for COVID-Era Divorces: Key Tax, Valuation and Other Financial Considerations
Families have experienced significant changes in 2020 in how they work, learn, shop, visit friends and family, and even get divorced. Studies show that divorce filings are up 34% so far in 2020 compared to the same time period last year. With continued uncertainty...
Volatility Drives Estate Planning Discounts Higher
If business owners didn’t already have enough reasons to make estate planning moves before the end of the year (see the excellent article my colleague, Kaylee Simerson wrote on that topic here), Here is another reason: valuation discounts are the highest they have...
How to Handle the Risk of Future Changes to Gift and Estate Tax Policy:
Why Business Owners and Advisors Should Prepare Now
Late spring, I discussed the anticipated opportunity for estate and gift planning given the favorable business valuation and tax regime climate (previous article). We have learned a lot since then, and although business valuations are still somewhat soft, the focus...
What Can Adamy Do For Your Business?
We are lifelong learners who serve clients by solving meaningful financial problems.
