Wall Street is changing. The cozy relationships and conflicts of interest that have existed for many years are no longer acceptable. Your investors and auditors, regulatory agencies, tax authorities and even your own compliance officers are increasingly demanding third-party opinions.

To comply with all of the rules and regulations of the SEC, the IRS and other regulatory agencies, as well as financial accounting standards, and revenue rules and procedures issued when valuing your assets, you will need an experienced, independent valuation firm.

Pluris Valuation Advisors was founded to help investment advisors, public and private companies, and high-net-worth families comply with valuation requirements.

While we can provide valuations of illiquid assets for any purpose, the most common uses of our services include helping:

• Hedge funds and other investment advisors that need their portfolios valued
• Public companies that need issued stock options valued
• Companies that need fairness or solvency opinions for pending transactions
• Wealthy families that need assets valued for estate-planning purposes
• Litigants who need expert testimony for lawsuits involving securities