Navigating today’s complex business landscape requires a clear understanding of value. At Aldrich, our valuation services are designed to provide the precise and defensible insights you need to make confident decisions. Leveraging decades of experience, our valuation specialists provide rigorous analysis and robust valuation processes to ensure the accuracy and integrity of every report.
Who We Serve
Aldrich provides valuation services to a wide array of businesses and their owners. Whether it’s working directly with individuals or their legal, tax, or transaction teams, we can help bring clarity regardless of your role.
- Business Owners
- CEOs and CFOs
- Corporate Tax and Finance leaders
- High-net worth individuals and families
- Attorneys
Valuation Services for Business and Individuals
Whether analyzing a business for acquisition, succession planning, estate and gift tax planning and reporting, or providing litigation support and witness testimony, Aldrich can deliver objective valuations tailored to your needs.
For Businesses
- Business valuation and forensic accounting
- Complex securities and financial instruments
- Corporate tax
- Cost Segregation Studies
- Due diligence + quality of earnings
- Financial reporting
- Intellectual property and intangible assets
- Joint venture/partnership valuations
- Succession planning
- Transactions including acquisitions and divestitures of businesses
For Individuals
- Gift, Trust + Estate
- Intangible assets
- Martial dissolution
- Portfolio valuations
- Family limited partnerships
Valuation and Advisory Services for Marital Dissolution
In the complex landscape of marital dissolution, accurate valuation and advisory services are essential. We serve legal counsel, business owners, family offices, and financial advisors, providing strategic guidance during this sensitive process.
Specialized Valuation Services
Valuations can play a critical role across your personal or professional lifecycle. Whether it’s tax, transactions, disputes, or litigation services, Aldrich can provide specialized services to support your needs.
Tax
- Business valuation and forensic accounting
- Corporate tax
- Cost Segregation Studies
- Intellectual property and intangible assets
- Transactions including acquisitions and divestitures of businesses
Transactions
- Due diligence
- Joint venture/partnership valuations
- Mergers & Acquisitions
- Quality of earnings
- Exit and succession planning
Dispute + Litigation Services
- Business valuations
- Forensic accounting
- Marriage dissolution
- Bankruptcy
- Lost-profit analyses
- Quantification of economic damages
Aldrich Newsletter
Meet Our Professionals
Director of Valuation Services
Joshua Vannetti, CPA/ABV, CVA
Aldrich CPAs + Advisors LLP
Joshua Vannetti joined Aldrich as Director of Valuation Services in 2024. His career is highlighted by a track record of leadership in high-profile valuation projects, including those for mergers and acquisitions, financial reporting, tax reporting, and litigation support. This includes procuring, overseeing, and conducting litigation support engagements in business valuation, forensic accounting, divorce work, bankruptcy,… Read more Joshua Vannetti, CPA/ABV, CVA
Josh's Specialization
- Certified Public Accountant (CPA)
- Certified Valuation Analyst (CVA)
- Accredited in Business Valuation (ABV)
- Forensic Accounting
- Expert Witness Testimony
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