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Just Some of the Services We Offer

Disputes & Litigation
Summit Valuation Advisers works with attorneys and clients to navigate the complex areas of valuation for marital dissolution, shareholder disputes/partnership dissolution and transaction disputes.
Financial Reporting
The complexity of financial reporting standards dealing with fair value increasingly requires qualified, independent valuation advice. Our valuation professionals have an in-depth understanding of the requirements and best practices in financial reporting valuations, offering insights into key issues of concern to auditors and regulators.
Tax
An independent and well-supported valuation is an important part of tax compliance or a tax-planning strategy. Summit Valuation Advisers assist individuals, corporate clients, tax attorneys, and others with valuation issues related to tax matters.
ESOP Valuation Services
Summit Valuation Advisers provider independent valuations in connection with transactions involving stock to be acquired by Employee Stock Ownership Plans (“ESOP”). We also provide fairness opinions in connection with such transactions, annual ESOP update valuations, valuations for ESOP stock redemption’s, and plan terminations.

About us

Summit Valuation Advisors provides unparalleled, personalized valuation services to a broad range of clients across the Houston area. As your valuation expert we strive to support our clients, as well as their legal and tax advisors in valuing closely held businesses for numerous situations. Marital dissolution, Partner Buy/Sells, ESOPS, Business Sales are just a few of out valuation services.

Learn More About Summit Valuation Advisors