A Trusted Valuation Partner for CPAs & Attorneys

Independent, IRS-compliant business valuations you can confidently refer to your clients—without competing for their advisory relationship.

We Regularly Support:

CPAs (tax, audit, advisory)

Estate planning attorneys

M&A and transaction attorneys

Family law attorneys

Trust & probate attorneys

Common Referral Scenarios:

Estate & gift tax planning (IRC 409A, 8832, 2031)

Mergers, acquisitions, and buy-sell agreements

Divorce and marital dissolution

Shareholder disputes and litigation support

Capital raises and investor reporting

Financial reporting and compliance

Why Refer to WVG

Provide a general description of the items below and introduce the services you offer. Click on the text box to edit the content.

CFA & ABV-Led Valuations

Clear, Well-documented Reports

Responsive Communication & Predictable Timelines