Attorney Advisory Services

Excelsior provides attorneys and their clients with robust and logically communicated deliverables to make even the most complex analyses understandable.

Broad-Spectrum Advisory Services For Attorneys

Excelsior provides attorneys and their clients with independent, robust, and logically communicated deliverables to make even the most complex analyses understandable. Our professionals are credentialled and experienced to provide opinions with respect to valuation, transaction fairness, and economic damages. We pride ourselves on exceptional communication, and multi-industry experience and valuation purposes, while understanding our role in the process and rendering unbiased opinions.

Our services include: 

  • Gift and Estate Tax Valuation

  • Buy-Sell Clause Execution

  • Shareholder Disputes

  • Mediation & Litigation Support

  • Economic Damages Calculations

  • Fairness Opinions

  • Solvency Opinions

  • Tax Valuations for Reorganization & Entity Realignment

Your clients are diverse, and so are their needs.

Our professionals are qualified in providing integrated valuation and accounting services that meet the high-quality standards your clients need. We are a safe set of hands that work to finish the job well, while delivering a customized approach to meet your specific needs. 

Excelsior is encompassed with professionals with over 15 years of experience in valuation and 20+ years of accounting experience. Our cohesive team of experts are here to provide solution-oriented services to our clients.

Let’s build a solution for your needs.

Excelsior’s team of experts is ready to connect with you to build a solution-oriented plan that’s tailored to your needs.

Examples of Recent Engagements

  • Fox Rothschild

    Excelsior Business Advisors assisted Fox Rothschild with the valuation of their client Apparo for corporate planning purposes.

  • Duane Morris

    To assist their client with a buyout agreement, EBA assisted Duane Morris with an asset management company to complete this task.

  • Falcon Rappaport & Berkman

    Our team assisted Falcon Rappaport & Berkman with the valuation of an asset management company to assist its client with a gifting transaction.