AMP was founded on the belief that small business is the lifeblood of America. Our mission is to help business owners, lenders, advisors, and attorneys succeed through valuations that are both defensible and actionable.
We deliver clear, audit-ready reports that meet the highest standards of compliance and communication, ensuring transparency and accuracy. From SBA 7(a) lending to estate and gift planning, from succession planning to dispute resolution, AMP is a trusted partner when accuracy matters and time is limited.
Most valuation options force a trade-off: solo shops that can’t scale or CPA firms that move at committee speed. AMP exists to provide professionals with an alternative path; work that stands up to examination, without the bureaucracy.
Most valuation firms check a box. We dig deeper. AMP delivers more than just compliant reports. We bring the real-world experience, clarity, and reliability professionals count on when accuracy matters.
Every engagement is scoped, developed, and signed by credentialed valuation professionals (CVA/ABV/MAFF).
Reports are prepared as if they’ll face IRS review or courtroom testing. They hold clear standards of value, empirical support for discounts, transparent assumptions, and reconciled methods.
Same-day acknowledgment on new matters; Q&A turnarounds in days, not weeks; status updates at agreed milestones.
We write for attorneys, lenders, advisors, and owners: plain-English summaries paired with technical depth you can cite.
President & Valuation Director (Denver, CO)
Mark brings over a decade of commercial banking and finance experience to AMP. As a Certified Valuation Analyst (CVA), he leads our team, drives innovation in process, and frequently speaks on financial literacy and small business valuation at national industry events.
Director (Chicago, IL)
Jim combines deep accounting knowledge with real-world small business experience. He’s served as a financial advisor, office manager, and startup consultant, making him especially effective at connecting operational context to valuation outcomes.
Associate (Moses Lake, WA)
Luis’ passion for small business is rooted in his upbringing. With a degree in Accounting and Finance from Regis University and hands-on experience with family-run companies, Luis brings both technical skill and community insight to the valuation process.
AMP’s Certified Reports Hold Up
Whether your valuation ends up in a boardroom or a courtroom, our credentials ensure the report is taken seriously from the start.
Our Process
Our process is fast, thorough, and tailored to your transaction—especially SBA, ESOP, and succession scenarios. See the full breakdown on Our Services page.
When accuracy and credibility are non-negotiable, our certifications speak for themselves.
Awarded by the National Association of Certified Valuators and Analysts (NACVA), this designation is the industry standard for professionals providing business valuations. It’s also required by the SBA for all 7(a) lending reports.
Also through NACVA, this designation supports our litigation work and forensic valuation services. While not required, it shows a deeper commitment to helping clients navigate high-stakes cases and disputes.
Offered by the AICPA, this credential recognizes CPAs and finance professionals who specialize in business valuation. It demonstrates deep technical knowledge and is highly regarded in financial, legal, and tax-related valuation contexts.
Solo Appraiser
Capacity limits; variable timing
Mid-Sized CPA Firm
Multi-layer reviews; slow releases
The AMP Business Valuation Advantage
Scalable process; weeks not months
Solo Appraiser
Capacity limits; variable timing
Mid-Sized CPA Firm
Multi-layer reviews; slow releases
The AMP Business Valuation Advantage
Scalable process; weeks not months
Solo Appraiser
Generalist
Mid-Sized CPA Firm
Valuation among many services
The AMP Business Valuation Advantage
100% valuation
Solo Appraiser
One person juggling everything
Mid-Sized CPA Firm
Layered communication
The AMP Business Valuation Advantage
Direct access; set expectations
Solo Appraiser
Depth varies
Mid-Sized CPA Firm
Compliant, not always persuasive
The AMP Business Valuation Advantage
Examination-ready reporting
We’re here to simplify the complex, deliver on time, and support the long-term success of your business or your clients. Whether you’re an owner, advisor, lender, or attorney—you’ll find a true partner in AMP.