Insight Valuations, LLC
Business appraisals to help owners plan their next move
Insight Valuations, LLC · Houston , Texas
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About
Insight Valuations is a Houston-based business valuation firm that empowers U.S. business owners and their corporate and legal counsel when considering transactions, agreements, strategic planning or just wanting to know what drives the subject company's value from an independent and impartial perspective.
Engagement purposes may include: Internal & corporate planning; Proposed transactions; Financing and lending purposes; Tax & estate and wealth preservation planning.
Who they serve
- Executives
- Founders
- Pre-retirees
- Multi-generational families
- Retirees
Services
- Business Succession Planning
- Cash Flow Planning
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Office Services
- Financial Planning
- Investment Management
- Liquidity & Exit Planning
Structured record
| Name | Insight Valuations, LLC |
|---|---|
| Firm | Insight Valuations, LLC |
| Location | Houston , Texas |
| Fee model | Flat Fee/Retainer · Hourly Rate |
| AUM | Under $25M |
| Founded | 2023 |
| Firm size | 1 employee |
| Affiliation | Other |
| Credentials | CFA |
| Designations | CFA (Chartered Financial Analyst) · Other |
| Website | www.InsightValuationsLLC.com |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation