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FMV is one of the nationís preeminent firms offering a broad range of financial advisory services to private and public companies, and their advisors.

For over two decades, the firm has served its clients by providing intricate and highly specialized financial opinions, property appraisals, complex litigation support, tax and business valuations, as well as investment banking services focused on mergers, acquisitions and divestitures.

News and Events

JulyArticle in Valuation Strategies magazine: "New Thinking on the Built-In Gains Tax Discount" by Lance S. Hall, ASA
JulyArticle in Practical Tax Strategies magazine: "Carried Interest - Reducing the Risk of Audit" by Bryce A. Geyer, CFA, ASA
Aug 5FMV Alert - "Have Your Cake and Eat it Too" (Adell)
Aug 18FMV Solution - "FMV's Analyses Facilitate Transfers of Interests in a Private Equity Firm"
SepFMV's Lance Hall, presents "Examining the Tax Court's Decisions on Controversies in Estate and Gift Tax Valuation" at locations in California and New York
Sep 13Washington, D.C. - ACTEC Mid-Atlantic Meeting: "The Price is Right!" presentation by Lance Hall
Oct 16San Diego - Sponsor/Exhibitor: Southern California Tax & Estate Planning Forum
Oct 27San Francisco - Sponsor/Exhibitor: Jewish Community Federation and Endowment Fund Day of Philanthropy.
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