The Valuation You Can Defend.
Defensible business and real estate valuations with an explicit Confidence Rating — built to hold up in a boardroom, at the negotiating table, or in the audit file.
Combining DCF, market comparables, and precedent transactions with a proprietary Valuation Confidence Rating — every Verum valuation is engineered to survive scrutiny from counterparties, auditors, regulators, and investment committees.
Defensible value, every engagement.
Business Valuations
Independent valuation opinions for transactions, compliance, and strategic decisions.
- General purpose business and asset valuations
- DCF, market comparables, and precedent transaction analysis
- Financial reporting valuations (ASC 820 / IFRS 13)
- Purchase price allocations (ASC 805)
- Goodwill and intangible asset impairment testing (ASC 350)
- Stock-based compensation pricing
- Capital raising equity pricing
- Transaction valuation analysis and support (buy-side / sell-side)
- Exit planning valuations
Real Estate & Asset Valuations
Valuations across commercial, residential, and mixed-use real assets.
- Commercial, residential, and mixed-use property valuations
- Real estate portfolio valuations for funds and family offices
- Fixed asset and equipment valuations
- Fairness and solvency opinions
Family Office & Portfolio Services
Recurring, audit-ready valuation support for private portfolios.
- Portfolio company valuations for family offices
- Portfolio net asset value (NAV) calculations
- Buy-sell agreement appraisals
- Partner/member redemption value determinations
- Valuation policy development and governance support
More than a number in a spreadsheet.
The Confidence Rating
Every Verum valuation includes a proprietary Confidence Rating — a transparent assessment of how much certainty the underlying data and methodology support. It tells your board, your counterparty, or your auditor not just what the number is, but how much weight to put on it. No other boutique we know of does this.
The IC Memo
In addition to the full valuation report, every client receives an Investment Committee Memo — a concise, decision-ready summary designed for the people who need to act on the number, not audit it. It includes the valuation conclusion, the key assumptions, the Confidence Rating, and the risk narrative in a format that fits a board deck or deal book.
Risk Narrative, Not Just Scenarios
We don't just run a base, bull, and bear case. Every valuation includes a written risk narrative — a plain-language explanation of what could move the number and by how much. Scenario analysis tells you the range. The risk narrative tells you why the range is what it is.
Built for owners, investors, and their advisors.
Business Owners
Considering a sale, capital raise, partner buyout, or succession transition.
Family Offices
Requiring recurring portfolio valuations with a defensible audit trail.
PE & Independent Sponsors
Needing rigorous buy-side or sell-side valuation support.
Legal & Tax Advisors
Requiring an independent third-party valuation opinion.
Built on a seven-phase methodology.
Every valuation follows our seven-phase methodology, starting with a 90-minute Discovery interview — refined over hundreds of engagements to produce results that hold up in any boardroom, audit file, or negotiating table.
- Week 1
Discovery interview and data request.
- Weeks 2–3
Analysis, modeling, and assumption calibration.
- Week 4
Draft report and review call.
- Week 5
Final deliverable package — Valuation Report, IC Memo, Risk & Scenario Report, and Confidence Rating.
Timelines vary by complexity. Multi-entity portfolios, cross-border structures, and litigation-support engagements may require 6–8 weeks.
The number you can defend starts with a conversation.
Ninety minutes with our team is enough to scope your engagement and quote a fee.
Ready to talk? Let's start with a conversation.
We respond to every inquiry within one business day.