Building on the fundamentals of valuation, we consider detailed information about the economy, the business and its industry, management, competition, financial performance, operating conditions, and future prospects. We evaluate additional factors that affect value such as marketability, controlling or minority interest, voting rights, and any restrictive agreements or special rights and features that may apply to a particular business, business interest, or security.

Only with the full picture in place will we render a conclusion of value or financial advice – backed by clearly defined standards and years of highly specialized experience. We know that the value we determine will form the basis of critical business decisions.

Columbia Financial Advisors documents each appraisal thoroughly and concisely. Reports are written to reach expert and lay audiences alike, and to withstand legal and regulatory scrutiny form the IRS, the Securities and Exchange Commission, and the Department of Labor.