The right valuation doesn’t just give you a number, it gives you options. Whether you’re preparing to sell, resolving a dispute, or planning a transfer, AMP delivers certified valuation reports that are built for action and stand up to scrutiny. Trusted by owners, advisors, lenders, and attorneys across the country.
Not every situation requires the same level of depth. We offer multiple reporting formats to meet your needs, timeline, and audience:
Our most in-depth report, designed for litigation, audits, or transactions requiring full documentation of methods and assumptions.
Same investigation process, streamlined into key takeaways, ideal for planning or internal decisions.
Built for SBA compliance or internal use, this format provides essential insights without external-facing detail.
Provides a value range based on a more limited scope–best for early-stage planning or internal conversations.
Valuations aren’t just for transactions. They support legal strategy, compliance, and planning.
Here’s how we tailor reports based on who’s using them:
Making informed decisions in transitions, sales, or new opportunities
Needing fast, compliant, and defensible reporting for loan approvals
Supporting clients through gifting, succession, or M&A planning
Navigating litigation, marital division, or estate distribution
Whether you’re selling your business or buying into one, valuation sets the tone for the entire deal. AMP delivers reports that are fair, strategic, and built to support both negotiations and post-acquisition success.
We help with:
When ownership is being divided by court, contract, or circumstance, clarity matters. Our reports are neutral, detailed, and built to withstand legal review.
Common scenarios:
When planning wealth transfers or managing an estate, accurate valuation is essential for compliance, fairness, and peace of mind.
Our reports support:
We follow current IRS guidance and valuation case law to ensure reports are credible, clear, and defensible.
If you’re transitioning to employee ownership or already managing an ESOP, valuation is at the heart of the process. Our team provides fair market assessments and annual updates in partnership with ESOP trustees, advisors, and plan sponsors.
Why clients choose AMP for ESOPs:
AMP also offers reports that strengthen your financial decision-making, even outside of full valuations:
Knowing your value is the first step toward making the right move, whether you’re selling, transitioning, or advising someone else.