IMPROVING FINANCIAL LIVES AND LEGACIES

Our mission at Complete Advisors is to improve financial lives and legacies. Every engagement we accept is measured — and accepted or declined — against this benchmark.

Specializing in entity valuations for gift and estate tax planning, Complete Advisors also provides ancillary business advisory and valuation services including start-up valuations, succession planning, and valuation enhancement. With a special focus on complex entities and extenuating circumstances, we provide unparalleled customization and commitment with every engagement. Many providers perform valuations with a standardized mindset and static process, missing opportunities and leaving money on the table. Complete Advisors approaches every engagement with creativity unmatched by conventional valuation providers. We undertake your valuation as a wholly unique engagement, customizing our approach and creatively applying sound valuation principles and processes to determine not just a viable but a legally justifiable valuation. .

At Complete Advisors, it’s personal. A dedicated valuation analyst and engagement coordinator is assigned to each engagement to ensure client access and project efficiency resulting in the on-time and on-budget delivery of a defensible valuation and a detailed and comprehensive report. With Complete Advisors, unsurpassed quality and customer satisfaction is our goal.