About Us
Built on precision, driven by clarity
Inherent Valuation Advisors was founded on a simple principle: that the advisors guiding high-stakes wealth transfer strategies deserve a valuation partner whose work is as rigorous and defensible as the stakes demand.
Our story
Inherent Valuation Advisors was established to address a gap in the valuation industry: too many firms treat minority discount analyses as a commoditized add-on rather than the specialized discipline it truly is.
We saw estate planning attorneys, CPAs, and wealth managers struggling to find valuation providers who genuinely understood the nuances of DLOC and DLOM analysis - providers whose work could stand up not just to professional standards, but to IRS examination and Tax Court scrutiny.
So we built a firm where minority interest discount valuations aren't a sideline. They're the main event. And we bring that same depth of expertise to every business valuation engagement we take on.
Our Mission
To deliver valuation analyses that are precise enough to withstand any level of scrutiny, clear enough for clients to understand, and thorough enough for advisors to stake their reputation on.
Our Values
- Precision- Every number is defensible. Every assumption is documented.
- Clarity- Complex valuations explained in language clients understand.
- Authority- Deep specialization that commands confidence.
- Approachability- Sophisticated work without the pretension.
Leadership
Our team combines deep valuation expertise with practical experience advising on high-stakes estate and tax planning engagements.
Who we serve
We work with the advisors who advise - the professionals whose clients depend on getting valuation right the first time.
Estate Planning Attorneys
Structuring FLPs, GRATs, and other wealth transfer vehicles that require defensible valuation support.
CPAs & Tax Advisors
Filing Form 706 and Form 709 returns that include minority discount positions - and need reports the IRS will respect.
Wealth Managers
Advising high-net-worth families on intergenerational wealth transfer strategies that require independent valuations.
Trust Officers & Fiduciaries
Overseeing assets and transactions where independent, well-documented valuations are a fiduciary obligation.
Let's work together
Whether you need a focused minority discount analysis or a comprehensive business valuation, we'd welcome the opportunity to discuss how we can support your engagement.
Get in Touch