Adamy Valuation

What Adamy Valuation does

Adamy Valuation is an independent, Grand Rapids, Michigan-based business valuation and advisory firm founded in 1979 by Rick Adamy. The firm delivers independent business valuation opinions across twelve practice areas, including ESOP, estate planning, financial reporting, tax reporting, charitable giving, divorce, dispute and forensic advisory, transaction opinions, corporate planning, equity incentive plans, and ownership/succession planning. Engagements are produced using the standard asset-based, income, and market approaches, and are delivered under compliance with USPAP, American Society of Appraisers Business Valuation Standards, AICPA Statement of Standards on Valuation Services, and Section 170 of the U.S. Internal Revenue Code (Qualified Appraisals), enabling opinions that withstand IRS scrutiny, auditor review, and court challenge. Services are executed by a credentialed team holding ASA, ABV, CVA, and CPA designations.

The firm targets four primary customer personas: Attorneys (litigation support, expert witness testimony, and divorce matters), CPAs (audit support, tax valuations, and estate planning), CEOs and business owners (exit planning, succession, ownership transitions, and value creation measurement), and CFOs and corporate fiduciaries (fair value measurements, purchase price allocation, goodwill impairment testing, and M&A transaction opinions). Revenue is generated through project-based professional services fees determined by engagement scope and complexity, typically structured as multi-year engagements, with no publicly disclosed pricing or revenue figures. The firm operates five offices across Michigan (Grand Rapids headquarters, Traverse City, Lansing, Midland) and Southwest Florida (Naples/Fort Myers), serving clients nationally via direct engagement, relationship-driven sales, and content-led thought leadership across its website, LinkedIn, YouTube, and Facebook channels. Now in its second generation of family leadership under Managing Director Nick Adamy, who took over from founder Rick Adamy around 2017, the firm operates as an independent, employee-controlled practice with a strategic partnership with Pilot Hill Advisors for end-to-end ESOP services.

Name

Adamy Valuation

Legal name

Adamy Valuation

Website

https://adamyvaluation.com

Company type

Private

Founded year

1979

Operating status

Operating

Headcount range

11–50 employees

Short description

Adamy Valuation is an independent business valuation and advisory firm founded in 1979, serving attorneys, CPAs, CEOs, and CFOs nationally with credentialed valuation opinions for ESOP, estate planning, litigation, M&A, and tax matters across five offices in Michigan and Southwest Florida.

Ownership category

akta.pro rank

Product category

Business Valuation Services

akta.pro primary industry

Business Valuation (Private Companies & Equity Interests) (BPAHANAA)

akta.pro secondary industries

Intangible Asset Valuation (IP, Brand, Customer, Technology) (BPAHANAB), ESOP & Equity Compensation Valuation (ESOP, options, warrants) (FSAEAHAN), Financial Reporting Valuation (ASC 820/805, IFRS 13/3) (FSAEAHAB), Impairment Testing Valuation (goodwill/long-lived assets) (FSAEAHAG)

Keywords

• Business valuation services
• ESOP valuations
• Litigation valuation support
• Estate planning valuations
• Forensic accounting advisory

Headquarters

HQ city

Grand Rapids

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Business Valuation Services: Professional services fees for business valuations across multiple use cases including ESOP, estate planning, tax reporting, financial reporting, transaction opinions, and litigation support. Engagements are project-based with fees determined by complexity and scope of work.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Adamy Valuation is an independent business valuation and financial advisory firm that delivers professional valuation opinions and supporting analyses for closely-held businesses. Its core service is determining the economic value of a business or business interest using asset-based, income, and market approaches, supplemented by specialized practice areas covering ESOPs, estate planning, financial reporting, tax reporting, charitable giving, divorce, dispute and forensic advisory, transaction opinions, corporate planning, equity incentive plans, and ownership/succession planning.

Product overview

Adamy Valuation offers a comprehensive suite of business valuation and related advisory services. The core offering is Business Valuation, supplemented by specialized practice areas including ESOP Valuation Services, Estate Planning Valuation, Financial Reporting Valuation, Tax Reporting Valuation, Charitable Giving Valuation, Divorce Valuation Services, Dispute & Forensic Advisory, Transaction Opinions, Corporate Planning Valuation, and Equity Incentive Plans Valuation. Additional consulting services include Ownership & Succession Planning. The firm also provides educational resources such as the Divorce Tax Reference Guide. All services are delivered through a team of credentialed valuation professionals including ASA, ABV, CVA, and CPA designations.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Valuation Determination of the economic value of a business or interest in a business using asset-based, income, and market approaches; the foundational offering of the firm.
• ESOP Valuation Services

Named customers4 records

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

One partnership is on record.

• Pilot Hill Advisorskey partnerStrategic or Co-development PartnerStrategic partnership for ESOP implementation and maintenance services. Pilot Hill Advisors and Adamy work together to help companies and trustees implement and maintain Employee Stock Ownership Plans. Adamy provides expert valuation, financial analysis, and transaction opinions while Pilot Hill advises on implementation and ongoing management. The partnership supports trustees throughout the ESOP lifecycle from implementation through annual valuations to eventual company sale.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Kroll: Global risk and financial advisory firm with a substantial business valuation practice serving private and public companies, including disputes, tax, and financial reporting valuations. Larger, broader incumbent competing for the same complex valuation work.
• Alvarez & Marsal: Global professional services firm with a Disputes and Investigations group offering business valuation, damages analysis, and expert testimony. Overlaps with Adamy's litigation support and forensic advisory work.
• Stout: Global advisory firm with a dedicated Valuation practice covering private company, intangible asset, ESOP, and litigation valuations. Directly comparable service lines but at significantly larger scale.
• Houlihan Lokey: Global investment bank with a dedicated Financial Opinion Services practice providing fairness opinions, solvency opinions, and valuations. Comparable to Adamy's Transaction Opinions service module.
• RSM US: Mid-tier accounting and advisory firm with a Valuation Services practice covering ESOP, financial reporting, and transaction valuations for private companies. Comparable client base and service mix.
• BDO USA: Top-tier accounting and advisory firm offering business valuation, ESOP, intangible asset, and financial reporting valuation services through its Valuation & Business Analytics practice. Competes for the same audit-linked and ESOP work.
• Crowe LLP: Mid-tier accounting and advisory firm offering business valuation, ESOP, and litigation support services through its Valuation Services group. Overlaps with Adamy's mid-market CPA and attorney client base.

Direct peers

• Marshall & Stevens: Independent valuation firm providing business, intangible asset, and equipment appraisals for private companies, ESOPs, and litigation. Overlaps directly with Adamy's valuation service lines and client types.
• Mercer Capital: Memphis-based independent business valuation and financial advisory firm serving private companies, attorneys, and CPAs. Highly comparable to Adamy in specialty focus, size, and professional-services delivery model.
• Chartwell Financial Advisory: Independent ESOP-focused financial advisory firm offering valuation, feasibility, and trustee services. Directly comparable to Adamy's ESOP practice and to its Pilot Hill Advisors partnership model.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/adamyvaluation
• YouTubeyoutube.com/@adamyvaluation8829
• Facebookfacebook.com/AdamyValuation
• LinkedInlinkedin.com/company/adamy-valuation-advisors

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

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 Adamy Valuation