Specialized Analysis

Specialized Analysis

Our valuation practice is experienced in providing analyses and fulfilling reporting requirements for many types of asset classes and related issues in a variety of industries, including insurance, real estate, and agriculture. 

Our services include:

• Conservation Easement Analysis
• Life Insurance Review
• Mortgage Lending
• Right of Use for Lease Impairment
• Valuation Analyses related to loyalty programs
• Winery and vineyard assets

We’ve helped businesses and funds with:

• Successful completion of Conservation Easement Registry Programs with common regulatory agencies including American Society of Farm Managers and Rural Appraisers, Inc., Agricultural Stewardship Association, and Appraisal Institute (ASFMRA/ASA/AI)
• Considerations of new or additional insurance coverage
• Accounting for tangible, intangible, and financial assets for companies undergoing acquisitions, mergers, or divestitures
• Coordinate with IRS agents on conservation easement valuation issues to ensure compliance
• Analyze investment portfolios, including private equity, venture capital, and hedge funds