What We Do

Adamy solves meaningful financial problems and guides leaders to build exceptional businesses.

We Are Your
Partner

  1. We make the complex simple.
  2. We provide value beyond the valuation.
  3. We make time for quality.

Areas of expertise

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

We provide business owners, attorneys, and wealth advisors with independent valuations that support the structure and execution of sound estate planning strategies.

Tax Reporting

We prepare valuation analyses with the expectation of scrutiny. Our tax-related appraisals are developed to meet IRS standards and withstand review by tax authorities and the 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

In any business transaction, trust is crucial. Corporate boards and other fiduciaries rely on our transaction opinions. Business owners, CEOs, CFOs & other executives trust our counsel for M&A valuation needs.

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.

What Can Adamy Do For Your Business?