Valuation Expertise Target financial services firms and corporate clients that require specialized valuation services for estate planning, litigation support, mergers and acquisitions, ESOPs, and ASC 805/350 needs. VSI’s track record of defending valuations before IRS and courts strengthens credibility for complex engagements.

Private Firms Focus Prioritize non-marketable interests in closely held entities, including families and real estate holdings, where valuation complexity is high and counterparties seek expert witness support, increasing cross-sell opportunities into family offices and private equity-adjacent firms.

Growth Momentum Leverage recent leadership addition and a mid-market revenue base to pursue expanding engagements with mid-sized enterprises, law firms, and corporate clients needing ongoing valuation support and succession planning guidance.

Tech Enablement Highlight VSI’s technology stack and data capabilities (cloud, CMS, analytics platforms) to position for scalable, defensible valuation work, and offer to streamline documentation, audit trails, and client communications for larger engagements.

Industry Positioning Differentiate from peers by emphasizing extensive non-marketable asset experience (patents, royalties, SLAs, notes, mortgages receivable) and favorable expert-witness track record to win engagements in estate planning, litigation, and bankruptcy contexts.