Institutional-grade business and real estate valuations for private companies and family offices across the Americas — one-time transaction support or ongoing portfolio oversight, with an explicit confidence rating on every result.
Whether you need a one-time valuation or ongoing portfolio oversight — every engagement is built to hold up in a boardroom, a courtroom, or a negotiation.
DCF, market comparables, and scenario analysis — triangulated into a single, well-supported figure. Every assumption documented, every methodology stress-tested, so your valuation holds up in any boardroom, negotiation, or due diligence process.
A proprietary score built from 7 weighted factors — data quality, methodology alignment, market comparability, and more — so you know exactly how much weight to put behind the number before you act on it.
Bull case, bear case, and every variable that drives the gap between them. You leave with a clear view of the upside, the downside, and the assumptions that matter most to your outcome.
A dedicated retainer for family offices and investment portfolios — monthly, quarterly, semi-annual, or annual valuation cycles that build a defensible audit trail and keep your investment committee current.
Verum gave us a valuation we could walk into any negotiation with complete confidence. The rigor behind the number — and the Confidence Rating especially — changed how our board approached the deal entirely.
We've worked with other valuation firms before. None of them gave us the risk narrative alongside the number. That IC Memo is now standard in every investment committee package.
Quarterly valuations from Verum have become a core part of how we report to our family members. The consistency and audit trail are exactly what our governance structure required.
Founders and shareholders preparing for a sale, capital raise, partner buyout, or succession. You need a number you can defend at the negotiating table.
Multi-asset portfolios with private company and real estate holdings that require periodic independent valuation for governance, reporting, and strategic decisions.
PE firms, independent sponsors, and strategic buyers who need rigorous buy-side or sell-side valuation support throughout the deal lifecycle.