Esprit Valuation – pardon our dust, site in the works
esprit /əsˈprē/ : vivacious cleverness or wit
Permit us to enlighten
A comprehensive suite of professional valuation services catered to business owners, executives, professional advisors, and the curious mind
Financial Reporting
Leverage our experience to value assets, liabilities and derivatives in accordance with Accounting Standard Codification. Like ASC 718 / ASC 805 / ASC 350 / ASC 820
Gift & Estate
Consulting tailored to the specific needs of tax reporting in ownership transfers balancing IRS requirements with wealth preservation
Exit & Succession Planning
Understanding the potential value of your business when considering a business sale or generational transfer is critical to planning for what’s next.
Equity Compensation
Skin in the game. Valuations for IRC 409A, profit interests, phantom stock and stock appreciation rights.
Private Equity and VC Portfolios
Experience with hundreds of funds ranging from angle investors, venture capital, growth equity, buyout & LBO, mezzanine, infrastructure, and real estate funds.
Bespoke Modeling & Analysis
Complex modeling + creativity. Cost-benefit analysis, scenario modeling, economic impact and damage analysis.
Our Seasoned Spheres
Experience with the nuances of an industry can make all the difference
Esprit Forum
- Unique insights
- White papers on important topics
- Industry specific applications
“An investment in knowledge pays the best interest.”
Benjamin Franklin
Founding Father, O.G.