IMPORTANT EMPLOYER INFORMATION REGARDING COBRA CHANGES — Effective immediately

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.

Learn more
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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
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Aldrich Newsletter

Meet Our Professionals
Director of Valuation Services

Joshua Vannetti, CPA, 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, CVA

Josh's Specialization
  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)
  • Business Valuation
  • Forensic Accounting
  • Expert Witness Testimony
Connect with Josh
black and white headshot of Josh Vannetti, the Director of Valuation Services for Aldrich.

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