Valuation and Assets Services

What Valuation and Assets Services does

Valuation and Assets Services LLC is a privately held, Maryland-registered professional services firm founded in 2004 and headquartered in Frederick, Maryland. The firm provides certified, independent valuation and appraisal reports across nine disciplines: industrial plants, machinery and equipment; public and non-public utilities and infrastructure; ecosystems; businesses; inventory; commercial real estate; cost segregation studies; transaction risk advisory services; and machinery and equipment brokerage. Reports are produced under the Uniform Standards of Professional Appraisal Practice (USPAP), with methodology aligned to IFRS and IPSAS, and are designed to withstand scrutiny by lenders, courts, the IRS, insurers and other regulatory agencies.

Service delivery is led by a multi-discipline bench of architects, engineers, asset appraisers, sustainability consultants and CPAs holding designations including ASA, BCA, CMEA, CPA, CVA, MAI, and Certified General Real Estate Appraiser, with some associates carrying more than 30 years of discipline-specific experience. The firm operates a distributed associate model that supports engagements at national and international locations, with documented field delivery across the United States and Canada.

The business model is project-based professional services revenue: each engagement is custom-scoped, with no published pricing schedule; free confidential fee quotes are provided upon inquiry and billing is structured as multi-year contracts at the engagement level. Customer concentration is intentionally horizontal across seven primary personas — financial institutions and asset-based lenders, CPAs, attorneys, business owners and management, insurance companies, government and local-government entities, and brokers — supplemented by foreign-aid agencies and not-for-profit entities. Distribution is direct (phone, email, website contact form) augmented by referrals from CPAs, attorneys and brokers, and by memberships in ASA, ISBA, Appraisal Institute, NACVA, NEBB Institute, USPAP, AIA, AGU, ASCE, EWB, PSS and SID. The firm has no parent company, no disclosed funding, no disclosed headcount, no patents, no disclosed revenue, and no AI/ML or software product layer; the offering is human-expert advisory services.

Name

Valuation and Assets Services

Legal name

Valuation and Assets Services LLC

Website

https://valuationandassets.com

Company type

Private

Founded year

2004

Operating status

Operating

Short description

Valuation and Assets Services is a Maryland-based, privately held appraisal firm founded in 2004 providing certified, USPAP-compliant valuations across industrial, utility, ecosystem, business, inventory and real-estate assets, plus cost segregation, transaction risk advisory and equipment brokerage services to lenders, CPAs, attorneys, businesses, government and insurers across the US and Canada.

Ownership category

akta.pro rank

Product category

Business Valuation and Appraisal Services

NAICS

Offices of Real Estate Appraisers (53132), Offices of Real Estate Appraisers (531320)

akta.pro industry

PRIMARYBPAJAKAH

Machinery & Equipment / FF&E Valuation (for Real Estate Context)

Business & Public Services/Real Estate Services (Brokerage, Property Management)/Real Estate Valuation & Appraisal Services

SECONDARYBPAHANAA

Business Valuation (Private Companies & Equity Interests)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Valuation, Appraisal & Forensic Services

SECONDARYBPAHANAC

Real Estate Valuation & Appraisal

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Valuation, Appraisal & Forensic Services

SECONDARYBPAHANAB

Intangible Asset Valuation (IP, Brand, Customer, Technology)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Valuation, Appraisal & Forensic Services

SECONDARYBPAJAKAL

Insurance Replacement Cost & Damage/Loss Valuation

Business & Public Services/Real Estate Services (Brokerage, Property Management)/Real Estate Valuation & Appraisal Services

Keywords

• Equipment appraisal services
• Business valuation
• Commercial real estate appraisal
• Cost segregation studies
• Transaction risk advisory

Headquarters

HQ city

Frederick

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Valuation and Appraisal Services: Professional services revenue generated from providing certified valuations and appraisals for industrial plants, machinery, equipment, utilities, infrastructure, ecosystems, businesses, inventory, and commercial real estate. Services are project-based with custom scope depending on client requirements.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

Valuation and Assets Services provides certified, independent appraisal and valuation reports across multiple disciplines including industrial plants, machinery and equipment, public and non-public utilities and infrastructure, ecosystems, businesses, inventory, and commercial real estate. The firm also delivers cost segregation studies for tax depreciation optimization, transaction risk advisory services including collateral examinations and due diligence, and machinery and equipment brokerage for buying and selling pre-owned assets.

Product overview

Valuation and Assets Services is a multi-discipline professional services firm offering a comprehensive portfolio of nine interconnected valuation, appraisal, and brokerage services. The core offerings include Industrial Plants/Machinery/Equipment Valuations, Public & Non-Public Utilities/Infrastructure Valuations, Business Valuations, Inventory Appraisals, Commercial Real Estate Valuations, and Ecosystems Valuations. These are supported by specialized services including Cost Segregation Studies (for tax depreciation optimization), Transaction Risk Advisory Services (including collateral examinations and due diligence), and Machinery and Equipment Brokerage (for equipment liquidation). The services work together to provide clients with complete asset assessment and transaction support across industries.

Differentiator

Problem solved

Functional benefit

Products and services

• Industrial Plants, Machinery & Equipment Valuations Comprehensive valuation reports for industrial plants, machinery, and equipment including heavy industrial equipment in chemical plants, petroleum refineries, pharmaceutical and manufacturing plants, with multiple value opinions including Fair Market Value, Liquidation Value, and Insurance Replacement Cost. Also values intangible and intellectual properties accompanying plant/machinery/equipment ownership changes.
• Public & Non-Public Utilities and Infrastructure Valuations Unit valuations for utilities and infrastructure operating across district, county, or state lines. Covers energy and power facilities, water and sewer facilities, telecom facilities, railway assets, bridges, pipelines, airlines, and transportation systems.
• Ecosystems Valuations Holistic assessment of natural ecosystems and environmental impacts, providing valuations for quantifying environmental benefits, human-use losses, non-market value of damaged natural resources, and potential financial liabilities from impacts on natural resources. Supports ESG goals and triple bottom line reporting with monetary, quantitative, semi-quantitative, and qualitative valuation options.
• Business Valuations Unbiased third-party business valuations compliant with USPAP and International Society of Business Analysts standards, serving privately held businesses and publicly listed companies for purposes including financing, transactions, estate planning, and intellectual property valuation.
• Inventory Appraisals Detailed appraisals for retail, wholesale, and manufacturing inventory including finished goods, work-in-process, and raw materials, with risk analysis and exit strategies for asset-based lenders and financing institutions.
• Commercial Real Estate Valuations Thorough commercial and industrial property appraisals conducted by MAI members and Certified General Real Estate Appraisers with over 25 years of experience, including litigation support and expert testimonies.
• Cost Segregation Studies

Quantifiable outcome

• Healthcare facility with cost basis of $19,590,000 placed in service in 2008 had net tax savings of $1,198,600 for the first five years through cost segregation study
• +1 more outcomes

Named customers7 records

Segments8 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

13 partnerships are on record, tiered core and minor.

• National Equipment and Business Brokers InstitutecoreChannel Partner/ Reseller/ DistributorLicensed member of NEBBI providing access to a worldwide market for equipment buying and selling. Enables brokerage services for buyers and sellers of pre-owned equipment including airplanes, construction equipment, farm machinery, food processing equipment, medical equipment, oil field equipment, and more.
• American Society of Appraisers (ASA)coreOthersAccredited Senior Appraiser (ASA) certification. Professional body providing standards and certification for appraisers. The firm is a member with associates holding ASA designation.
• International Society of Business Analysts (ISBA)coreOthersMember of ISBA. Business Certified Appraiser (BCA) designation available through this organization. The firm is a member with associates holding BCA designation.
• Appraisal InstitutecoreOthersMember of Appraisal Institute with MAI designation holders. Associates are Members of the Appraisal Institute (MAIs) and Certified General Real Estate Appraisers.
• NEBB InstitutecoreOthersProvides Certified Machinery and Equipment Appraiser (CMEA) certification through the NEBB Institute. Associates hold CMEA designation.
• National Association of Certified Valuators and Analysts (NACVA)coreOthersProvides Certified Valuation Analyst (CVA) certification. Associates hold CVA designation from NACVA.
• The Appraisal Foundation (USPAP)coreOthersSets Uniform Standards of Professional Appraisal Practice (USPAP). The firm's valuation/appraisal reports are USPAP compliant.
• American Institute of Architects (AIA)minorOthersMember of AIA. Associates include architects holding AIA membership.
• American Geophysical Union (AGU)minorOthersMember of AGU. Professional association for Earth and space scientists supporting ecosystem valuation work.
• American Society of Civil Engineers (ASCE)minorOthersMember of ASCE. Professional association supporting infrastructure valuation expertise.
• Engineers Without Borders (EWB)minorOthersMember of EWB. Professional engineering association supporting international development projects.
• Product Stewardship Society (PSS)minorOthersMember of PSS. Professional society supporting product stewardship and environmental compliance.
• Society for International Development (SID)minorOthersMember of SID. Professional society supporting international development and consulting work.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Mercer Capital: Business valuation and financial advisory firm serving private companies, financial institutions, and CPA-attorney referral networks. Highly comparable to VAS's business valuation practice and CPA/attorney referral-driven customer acquisition.
• Hilco Global: Asset valuation, advisory, and disposition firm focused on industrial and commercial equipment, real estate, and inventory across lender and corporate clients. Comparable to VAS's M&E valuation, transaction risk advisory, and equipment brokerage services.
• Valuation Research Corporation (VRC): Pure-play multi-discipline valuation firm serving financial institutions, corporations, and legal advisors with business, intangible asset, and fixed-instruction valuations. Comparable in scope and client mix to VAS's business valuation and transaction advisory practice.
• Great American Group (B. Riley Advisory Services): Asset valuation and disposition firm now part of B. Riley, with strong inventory and equipment appraisal practices serving retailers, lenders, and asset-based financiers. Comparable to VAS's inventory appraisals and equipment brokerage services.
• Gordon Brothers: Global asset valuation, disposition, and advisory firm with a strong industrial equipment and inventory appraisal practice serving lenders, retail, and industrial clients. Direct overlap with VAS's PM&E, inventory, and equipment brokerage service lines.
• Marshall & Stevens: Founded in 1932, Marshall & Stevens is a multi-discipline valuation firm specializing in equipment, real estate, and business valuations for financial institutions, corporations, and legal counsel. Closely mirrors VAS's PM&E and business valuation service mix on a similar independent-firm basis.
• Cogent Valuation: Multi-discipline business valuation and advisory firm serving private equity, lenders, and middle-market companies. Closely comparable to VAS's business valuation, intangible asset valuation, and transaction advisory practice for similar middle-market clientele.

Broad incumbents

• Houlihan Lokey: Global investment bank with a recognized valuation and financial advisory practice serving corporate, legal, and financial sponsor clients on business valuations, fairness opinions, and transaction advisory. Competes with VAS on the higher end of business valuation and M&A support mandates.
• Kroll (formerly Duff & Phelps): Global valuation and corporate finance advisory firm with extensive business, fixed asset, real estate, and intangible asset valuation practices. The largest scaled competitor serving the same lender, legal, and corporate clients as VAS, particularly on complex cross-border assignments.
• Stout: Global advisory firm with a dedicated valuation practice covering business, fixed asset, real estate, and intangible asset valuations, plus M&A and transaction advisory. Wider service portfolio than VAS but competes for similar mid-market valuation and advisory mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Valuation and Assets Services