We go beyond compliance to help you take the next important step to grow your business and personal wealth.
HBK Valuation, Litigation & Forensics provides valuation services to a diverse client base, including owners and advisors of family-owned businesses, startups, private equity backed businesses and publicly traded companies.
Life’s most pivotal financial moments often come with difficult questions: For how much should I sell my business? How can I minimize estate taxes for my family? How should assets be divided in a divorce? What could I be awarded in a lawsuit?
These are not simple questions. They require deep expertise in finance, accounting, and forensics. But they also demand something more—an understanding of the non-financial and often deeply personal issues that surround them.
That’s why our team is made up of professionals who are not only highly credentialed and experienced, but who also know how to connect their expertise to the people they serve.
It’s this connection that moves valuation and forensics out of the abstract and into the realities of life, family, conflict, and resolution. It’s what transforms our work from a transaction into a meaningful relationship. And it’s what makes our efforts not only technically sound but truly valuable to those who rely on us.
Sincerely, Robert J. Zahner, CPA/ABV, ASA, CVA
Principal-in-Charge
Our Philosophy
Experience. Independence. Collaboration.
Successful analysis begins with intelligent planning. With decades of specialized expertise, our valuation professionals bring the knowledge and insight required to ask the right questions and deliver reports and testimony that stand up to the scrutiny of the Internal Revenue Service, the world’s largest public accounting firms, and courts across multiple jurisdictions.
Objective Guidance You Can Trust
Independence is the foundation of a sound valuation. Fee-based compensation ensures opinions are impartial, unbiased, and designed to support clear, well-informed decisions.
A Collaborative Approach to Complex Challenges
Every valuation is unique. By working in close consultation with business owners, attorneys, accountants, and other advisors, each case is addressed with a panoramic view of the business landscape. This collaborative approach leads to practical, holistic solutions tailored to the specific needs of the situation.
Insight Without Boundaries
Industry-specific knowledge and project-focused expertise are applied efficiently across geographic borders, delivering clarity and confidence for even the most complex valuation matters.
Our Values
Business Principles
Independence is at the heart of every high-quality valuation. By drawing from the most reliable research and business data available, clients benefit from analyses grounded in objectivity and accuracy.
A firm with the resources to provide deep expertise while maintaining a personal, client-focused experience ensures each engagement receives the right balance of technical strength and tailored attention.
Financial analyses are designed to reflect not only the financial realities of a business but also the professional standards and industry environment that impact it. The result: clear, defensible insights that support informed decision-making.
Excellence, not size, drives every assignment. The focus remains on delivering the highest standard of valuation services through the expertise of skilled professionals dedicated to their craft.
Respect & Relationships
Strong relationships create stronger results. Transparent communication and a commitment to understanding the goals and challenges of each client lay the foundation for successful outcomes.
Every interaction is guided by respect, dignity, and unwavering confidentiality. Ongoing conversations with clients and professional colleagues ensure strategies remain relevant and aligned with evolving needs.
Integrity remains non-negotiable. High ethical standards are upheld in every engagement, ensuring trust is earned and maintained over time.
Working Together
Complex financial questions demand a multi-disciplinary approach. Collaboration among valuation experts, legal counsel, and other trusted advisors ensures strategies are comprehensive, timely, and effective.
By fostering teamwork, creativity, and open dialogue, each challenge is met with practical solutions tailored to achieve the best possible result. Clients gain the benefit of a unified partnership—an aligned team committed to delivering exceptional value.
We work closely with attorneys and their clients to present a true financial picture, from initial due diligence in a case through mediation, trial and settlement.
