what we do
solving meaningful financial problems
We are a partner
- Collaborating with you shoulder to shoulder.
- Responsive, always there when you need us.
- Making the complex easy to understand.
The Adamy Advantage™
Value can often be viewed subjectively. For this reason, it is important to turn to an expert who can provide a reliable, independent opinion-one that holds up to scrutiny.
Employee Stock Ownership Plans
As leading national ESOP valuation experts, we provide ESOP trustees with independent valuation opinions for annual updates and transactions.
Financial Reporting
We provide companies and their auditors with independent valuation analyses designed to meet increasingly complex financial reporting guidelines.
Estate Planning
Valuations that support business owners, their attorneys, and wealth advisors in executing sound estate plans.
Tax Reporting
Any valuation analysis should be prepared under the assumption that there will be scrutiny. Our tax-related appraisals are designed to meet the requirements of the IRS and the tax courts.
charitable giving
Qualified Appraisals for Form 8283 charitable contributions of complex assets.
Divorce
In the divorce process, we provide business owners, spouses and family law attorneys with independent, credible business valuation opinions, supported by expert witness testimony.
Litigation Support
We have a long track record of providing attorneys and their clients with independent analysis and expert witness testimony for commercial litigation and shareholder disputes.
Transaction Opinions
Corporate boards and other fiduciaries rely on our transaction opinions. Business owners and executives rely on our counsel for valuation aspects of M&A.
Corporate Planning
We provide clients with insight regarding the factors that build long-term value as a tool to use in their strategic business planning.
Equity Incentive Plans
Helping companies with execution and reporting for management equity incentive plans.
