• Pluris regularly conducts In-Firm Presentations on key valuation topics that impact the estate planning professional.  Click here to schedule our visit to your firm.
• Introducing the Pluris DLOM Database™. Click here to license our groundbreaking discount study.
• Did you read the Service's field guide to attacking valuation discounts yet? Click here to read our analysis.
• Click here to learn about our Audit Protection Services.
  

Some of the world's top financial institutions, largest companies, and wealthiest families rely on Pluris for illiquid assets valuations including:

• Business Valuation
• Auction Rate Securities
• Bankruptcy Claims
• Restricted Securities
• Limited Partnership
• Warrants
• Convertibles
• Intangible Assets
• Insurance Policies
• Other asset classes

To comply with the rules and regulations of the SEC, the IRS, and other regulatory agencies, you need an experienced, independent valuation firm. Pluris Valuation Advisors was founded to help investment advisors, hedge funds, public and private companies, and high-net-worth individuals comply with valuation requirements.

• Estate and Gift Tax Valuations
• Portfolio Valuations
• Financial Reporting Valuations
• Purchase Price Allocations
• Insurance Policy Valuations
• Convertible Bifurcations