A significant part of our Clients' needs involve tax related valuation engagements for both high net worth individuals and corporations.


Corporate Valuation Services provides high level tax planning services for Naples, FL. We work with a variety of clients including law firms, large corporations, accounting firms, investment firms, and more. We have a very deep level of expertise and have documented experience for the Internal Revenue Service. We have presented to various Bar Associations in Florida on valuation topics relating to tax engagements. 

Another benefit of choosing Corporate Valuation Services is our Continuing Legal Education (CLE) services we provide in the area of tax related engagements. We have done this for dozens of the top law firms in Florida. 


Our professionals have also presented nationally on valuation topics related to planning to legal bar associations and accounting societies. Our team has even published in national tax publications regarding discounting and tax engagement. 

Our thought leadership in this area includes:

  • Published articles and treatise in Estate Planning Magazine
  • Illinois State Bar Association's Taxation Newsletter
  • DuPage County Bar Association's Brief Magazine
  • Collier County Bar Association's Adverse Witness Magazine
  • Naples Daily News


Why Corporate Valuation Services?

We have years of experience and a track record of success and published articles demonstrating our expertise. We provide you with an analysis of financials at a high level to give you the necessary data that helps you make informed decisions on your business or personal finance ventures. 

Contact Us

If you are in Naples, FL and believe you or your business can benefit from our tax planning services, please contact us, request a proposal, or schedule a presentation. 

Contact Us


Schedule a Continuing Legal Education (CLE) MCLE Certified Presentation with a Complimentary Luncheon at Your Office from our Valuation Firm!

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Our Professionals hold accreditations by the American Society of Appraisers, American Institute of Certified Public Accountants, National Association of Certified Public Valuation Analysts underscoring our commitment to the highest level of expertise in Business Valuations, Financial Modeling, Forensic Accounting and Financial Expert Witness Testimony.

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