dependable and effective valuation services

Valuations with Experience

I’ve prepared nearly 500 business valuations since 1988 as a CPA/MBA working with clients and their advisors throughout the United States. I focus on valuations used for estate tax planning purposes, particularly with family limited partnerships, community banks, fractional interests in real estate, and for transactions involving ambulatory surgery and urgent care centers.

A business valuation requires subjectivity that can only come from experience. That’s especially important when tax attorneys and accountants develop complex estate plans that rely heavily on the value of a family limited partnership or privately owned business.

Years of Experience

Experience You Can Trust

Valuations Completed

Proven Track Report

Court Cases

Knowledge Minimizes Risk

About Me

I’m David Arias. I began college as a music major and finished with a degree in accounting. What do you do with a combination like that? I help solve problems.

Using experience gained while working with a national accounting firm and international nonprofit, I've helped owners of large manufacturers to local, family-owned restaurants plan for their future.

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