Pluris’ expertise in valuing illiquid securities is impressive. Their discount estimates were precisely in line with an actual subsequent sale of my client’s thinly traded stock.
Brad E. Brenner, CPA
For the better part of the last four years, we have engaged Pluris Valuation Advisors, LLC, to establish opinions of value for hard-to-value securities in our Fund's portfolio. We value the scope of their analysis, their prompt and professional service, their willingness to explain the rationale behind the output, and, above all, their independence. Their work has proved especially valuable in providing an appropriate level of support for the annual independent audit of the Fund.
George J. McVey, Jr., CFO
Dynamis Advisors, LLC & IMVA, LLC
I consider Pluris to be an industry leader in providing valuations for hard-to-value securities. Pluris offers our clients an excellent independent source of valuations for embedded derivatives, convertible preferred, and warrants. They always provide responsive, helpful service and robust valuation reports. Their proprietary research and valuation data is key in an age when you can’t just apply the Black-Scholes model anymore. With Pluris, our clients get the best audit support conceivable. I look forward to working with them in the future and recommending them again to our clients.
Mike Boswell, Founder
TriPoint Capital Advisors, LLC
I have worked with Pluris since 2008 when the auction rate securities market collapsed and there was an increased need for professional valuation services to support our balance sheet value for such securities. In the past few years, I have been satisfied with the quality of the valuation services performed by Pluris, the level of audit support provided, and the competitive pricing of their service. I look forward to continuing to work with them.
Rajesh Madan, Vice President of Finance
Cutera, Inc. (CUTR)
It’s been a pleasure working with Pluris’ staff. We looked long and hard for a valuation provider with the experience, expertise, and empirical data to value illiquid securities portfolios accurately. Pluris was clearly the correct solution for our needs. We especially appreciate the prompt delivery and audit support.
Leo J. Zatta, CFO
RD Legal Funding, LLC
Pluris has provided us with valuation services for several years now. They have always been very responsive to our requests and provided solid supporting data, which has made our audit process much easier.
Susan M. Stein, V.P., Accounting & Reporting
Affirmative Insurance Holdings (NDQ: AFFM)
Pluris was highly recommended to me and they did not disappoint. Professional and efficient, their proprietary model yielded a thorough and well documented valuation of my student loan auction rate security portfolio and I would recommend them to anyone struggling with valuations of these complex investments.
Bryan Rivers , CFO and Treasurer
The Seibels Bruce Group, Inc.
Pluris' analysis was very thorough and surpassed my expectations. I would not hesitate to recommend their services.
Tim Low, President
Forte Asset Management
The University of North Alabama's Center for Business Valuation has a strong interest in research on marketability discounts. However, as with many universities these days, we have limited funds for such databases. Therefore, I did quite a bit of reading before selecting the Pluris DLOM Database.
Keith Sellers, Professor of Accounting and LaGrange Eminent Scholar of Business Valuation
University of North Alabama
Pluris Valuation Advisors have been a great resource for our valuation needs. They have met tight deadlines and provided solid audit support. I would highly recommend Pluris and their team.
Christy R. Wright, Director of Treasury
I have worked with the team at Pluris since 2008 and I have to say they are always extremely professional and accommodating. No matter how last minute the request, the team has always delivered. Great support on the audit side as well.
Carla Dupuis, Assistant Treasurer/Sr. Director of Risk Management
Fairchild Semiconductors (NYSE: FCS)
We had the opportunity to work with Pluris on a very complex valuation assignment. Pluris exceeded my expectations on all accounts. I was impressed with the commitment the Pluris team showed to our relationship, and I look forward to working with them again.
Greg Levin, EVP & Chief Financial Officer
BJ's Restaurants, Inc.
We hired Pluris Valuation Advisors to work on a valuation project for us, and we have been very pleased with their work and impressed with their service. They are extremely thorough, professional and responsive. I highly recommend Pluris for anyone looking for valuation services.
Stacy Stern, President
I’ve worked with Pluris on local estate and gift tax appraisal matters several times now, and I could not be happier with their service. They do an excellent job with their research and analysis on entity valuations, but also do not shy away from the more unusual assets. Their staff was great to work with, delivering a thorough, well-written report in a timely manner, with excellent follow-up throughout. I look forward to working with Pluris again and highly recommend their services to other trust & estate practitioners.
Victoria Kaempf, Partner
Lakin Spears, LLP