Why Wharton Valuation Associates?

The most important driver of our success has been our dedication to providing the highest quality valuation services. Our staff is comprised of senior level financial professionals who have honed their skills in both corporate and academic settings. In addition to extensive valuation experience, they also have hands-on experience arranging complex financial transactions, giving them a “real world” perspective not common in valuation consulting firms.

Wharton distinguishes itself with its personalized service. Our engagements are not sold by senior people and turned over to junior staff members to process. Each project receives the attention of our most experienced team members. If you have a business, securities, estate or intangible asset valuation problem, or are interested in buying or selling a business interest, we can help you achieve your goals.