Industries Served:


Recycling/Waste Management


Renewable Energy



Real Estate


Information Technology

Finance & Banking


Food Services


Oilfield Services


Industrial Gas Distribution

Landscaping and Lawn Service

Equipment Rental

Chemical Distribution

Trucking & Delivery

Human Resources

Recent Engagements:

·     Large commercial construction company realized that while business has slowed dramatically, justifiable valuations have also decreased. Performed a detailed valuation engagement for determination of value for estate planning purposes. 

·     Completed valuation for large commercial construction contracting company where ownership desired to reorganize and contribute non-voting shares to an intentionally defective trust. 

·     Performed numerous family limited partnership asset valuations of portfolios comprised of publicly held securities and derivatives for the purposes of deriving value for gift tax reporting purposes.

·    Valuation performed on target company for bank loan underwriting purposes for Acquirer to complete transaction.  Acquirer sought to expand services and territory by acquiring competitors.

·    Performed consulting and valuation services for management buyout of a manufacturing company. Strata currently has business listed for sale.

·    Performed estate tax valuation services in regards to the preparation of a local doctor’s practice for reporting value on estate tax return following the death of a spouse. 

·    Beneficiary of a sizable marital estate wished to perform valuation on family limited partnership in order to derive value to offer early distributions to charitable foundations who were contingent beneficiaries of the estate. 

·    Designed and implemented an exit plan for owner of construction related company resulting in sale of portion of ownership to key employees.

For further case studies, transactions in your industry sector, references and testimonials, please contact us at