We Can Value That™

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Insight Valuations is a Houston-based business valuation firm that empowers lawyers and accountants in the practice areas of estate and tax planning, wealth preservation, M&A and other transactions, including the sales and purchases of companies, the development of buy-sell agreements and corporate divorces, succession planning and general business counseling.

Insight Valuations helps business owners develop an understanding where their company currently stands in order to provide a sense of what needs to be achieved to get where they want to be.

Insight Valuations provides Fair Market Value appraisals of whole and partial interests in your company at the business enterprise or equity level, including the application of any relevant discounts for lack of marketability, lack of control, and lack of voting rights. Our fees are typically lower, on average, than larger regional and national firms due to our right-sized resource pool; fees are determined by the Client's needs, not our overhead costs.

Engagement purposes may include: 

• Estate & gift planning and, overall, wealth preservation
• Proposed transactions of a whole or partial interest in an operating or holding company
• Business succession planning
• Supporting a position regarding a litigation matter
• Internal/corporate planning

Insight Valuations offers several deliverable format options, including summary letter and summary or comprehensive valuation reports, and also offers an add-on option, for a flat fee, of three letter summary updates over the year following the initial engagement.

We are happy to provide referrals to other well-respected and highly qualified valuation firms better suited to address your more complex valuation or financial reporting needs.

Our valuation specialists are qualified and accredited appraisers who hold the Accredited Senior Appraiser (ASA) credential awarded by the American Society of Appraisers, the Accredited in Business Valuation (ABV) credential designated by the American Institute of Certified Public Accountants, and/or the Chartered Financial Analyst® (CFA) designation awarded by the CFA Institute.