Creating Opportunity • Building Value
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Business Valuations

When you need to know the correct business value – call us.  Purposes include Merger and Acquisition Planning, IRS, SBA Loans, Banking, litigation, Estate Tax, Gift Tax, ESOP and more.  Read more.

Succession Transaction Planning

Create tremendous opportunity and value through transaction planning for management buy-outs, family transitions, and market sales.  Improve your business, your peace of mind, and build value. Read more.

Business Brokerage

You will be exceptionally represented and obtain the highest value as we apply our diverse backgrounds and extensive industry experience.  Our typical M&A clients have values of $1 Million to $10 Million.  Read more.

What’s New

Greg Caruso to give webinar on Basic Tax Planning for Business Sales, Mergers, and Family Transitions

Gregory Caruso, Esq., CPA, CVA will be giving a webinar on Basic tax planning for business sales, mergers, and family transitions on Friday, August … [Read More...]

Hero-Palooza, Crabs, Bike Tour, 5K and Walk in Baltimore-There Goes My Hero

Hero Palooza, There Goes My Hero's family friendly day in the park is scheduled for Saturday, September 24th at Oregon Ridge Park, Baltimore County. … [Read More...]

Gregory Caruso, Esq., CPA, CVA, to give “7 Steps to a Successful Sale or Merger of Your Business” a Free NACVA sponsored Webinar

Gregory Caruso, Esquire, CPA, CVA, a Maryland based business broker and business valuation expert is presenting the free webinar, "7 Steps to a … [Read More...]

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