* Business Valuation
* Partnership Valuation - operating or holding company
* Fractional Interest Valuation
* Litigation Support

FOR

* Estate and Gift Tax
* Family Law
* Shareholder Disputes
* Partnership Dissolution
* Buy/Sell
* ESOP / Profits Interests

SERVING

* Orange to San Luis Obispo Counties
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LP Valuation, LLC is a boutique valuation firm specializing in business, security and fractional interest valuations for estate planning, tax and family law matters. Our team of highly skilled professionals with over 50 years combined experience and advanced degrees and certifications (CFA, CPA, CVA) are able to provide independent and objective analyses and opinions. We have substantial expertise in the valuation of companies, assets (including intangibles); fractional interests in real estate and corporate limited partnerships; 409As; damage calculations and support; and family law.

With offices in Los Angeles and Santa Barbara, The LP Valuation team prides itself on quality analysis and client service, and can cover a wide geographic range from Orange County to San Luis Obispo. We work with attorneys and other CPAs throughout Southern California because of our middle-market quality, fast turnaround time and competitive pricing. While many valuation firms tend to offer all kinds of valuation, the market has changed and we have changed with it. Today’s boutique valuation firm must be well-versed in the legal arenas in which it operates. In other words, specialization is the key.

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LP Valuation, LLC

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