Business owners, bankers and attorneys turn to O’Keefe for thorough, objective valuation for privately held and publicly traded companies. Our credentialed team has deep technical expertise in strategic and financial issues impacting middle market companies.

For litigation, tax or regulatory purposes, we closely monitor developments in valuation theory, markets and case law. We provide analysis that is thoughtfully prepared and defensible. We also advise buyers and sellers of companies on value during the negotiation process.

We provide valuation services for the following:
• Shareholder and Marital Disputes
• Intangible Assets/Intellectual Property
• Estate and Gift Taxation
• Transaction Disputes
• Bankruptcy
• Financial Reporting including Goodwill Impairment and Purchase Price Allocations
• Solvency Opinion Review and Analysis
• Complex Securities
• Corporate Tax Planning