independent valuation and financial advisory — since 1991

Clear. Logical. Compelling. Cogent.

We work with attorneys, CPAs, investment bankers, investment advisors and their clients on matters where the stakes are high and the analysis has to hold up — before auditors, the IRS, the DOL, a board of directors, or a court.

10,000+

Valuation Opinions

35+

Years in Business

5,000+

Clients Served

Who we Are

Senior-led from start to finish

At Cogent, valuation work is not delegated down the chain. Our Managing Directors average more than 40 years of full-time valuation experience and remain actively involved from start to finish on every engagement.

We are a senior-led firm built to deliver thoughtful, defensible analyses with the responsiveness and attention clients expect from a trusted advisor. When clients hire Cogent, they work directly with experienced professionals who have spent decades advising companies, boards, investors, and counsel across complex valuation matters.

Five Practice Areas.
One Standard of Care.

  • Transaction Opinions

    Fairness & solvency opinions for M&A, LBOs & restructuring

  • Tax & Estate Planning

    Gift & estate tax, IRC 409A, charitable gifts & reorganization

  • Fair Value Reporting

    FASB 820, 718 & 805, impairment testing, fresh start accounting

  • Employee Stock Ownership Plans

    Transactions, annual administration & phantom stock plans

  • Dispute Resolution

    Expert testimony, shareholder buyouts & litigation consulting

"A valuation opinion is only as good as the analysis behind it. To be accepted and relied upon, it must be clear, logical, and convincing. In a word, it must be Cogent."

What We Appraise

Cogent Valuation is called upon to value a wide range of financial and economic assets, including:

Business Interests

Intangible Assets

Miscellaneous