Tucker & Meltzer

What Tucker & Meltzer does

Tucker & Meltzer Valuation Advisors is an independent business valuation and financial opinion firm headquartered in Baltimore, Maryland, founded in 2006 by Anne R. Meltzer and S.G. Brooke Tucker. The firm delivers nine interrelated professional service lines: ESOP advisory, estate planning and administration, tax reporting, corporate and tax planning, charitable gift valuation, shareholder and succession planning, fairness and solvency opinions, financial reporting valuations, and equity-based compensation valuations. Its client base spans ten professional personas including business owners, ESOP trustees, attorneys, accountants/auditors, investors, shareholders, wealth advisors, boards of directors, and executors.

The firm's underlying capability is conventional professional services tooling — valuation methodologies, financial analysis, and report generation — rather than a proprietary software platform. There is no evidence of an API, SDK, mobile app, or productized technology offering; the deliverable is the analysis and the signed report, produced by nine credentialed professionals (holding CPA/ABV, ASA, CFA, CVA, and JD designations) and run through a documented quality assurance process designed to withstand third-party and government scrutiny. No patents, trademarks, awards, or partnerships are disclosed.

The business operates on a professional services revenue model with quote-based engagements and no publicly disclosed pricing. Go-to-market is direct and relationship-based, with client acquisition through the firm website, professional referrals, and inbound inquiries from a horizontally segmented client base. The firm is privately held, founder-owned, and carries no external institutional investment or parent company. Following co-founder S.G. Brooke Tucker's passing in 2016, Anne R. Meltzer continues as Founder & Managing Director, supported by a managing director, director, senior managers, manager, and analysts. The firm does not disclose revenue, funding, or financial metrics, and operates from a single Baltimore office at 2800 Quarry Lake Rd., Suite 320, with team phone numbers spanning MD, DC metro, PA, and CA area codes.

Name

Tucker & Meltzer

Legal name

Tucker & Meltzer

Website

https://tuckerandmeltzer.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Tucker & Meltzer is an independent business valuation and financial opinion firm based in Baltimore, MD, serving business owners, ESOP trustees, attorneys, accountants, wealth advisors, and other professionals with nine valuation service lines.

Ownership category

akta.pro rank

Product category

Business Valuation Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fairness Opinions & Independent Financial Advice (BPAHAOAF)

akta.pro secondary industries

Intangible Asset Valuation (IP, Brand, Customer, Technology) (BPAHANAB), ESOP & Equity Compensation Valuation (ESOP, options, warrants) (FSAEAHAN), Purchase Price Allocation (PPA) & Intangible Asset Valuation (FSAEAHAF)

Keywords

• Business valuation services
• Financial opinion services
• ESOP advisory services
• Estate planning valuations
• Shareholder succession planning

Headquarters

HQ city

Baltimore

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, Others

Revenue model

1. Professional Valuation Services: Revenue generated from providing independent business valuation services and financial opinions to clients including ESOP advisory, estate planning, tax reporting, corporate planning, and financial reporting services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Tucker & Meltzer Valuation Advisors provides independent business valuation services and financial opinions to business owners, ESOP trustees, attorneys, accountants, wealth advisors, investors, shareholders, boards of directors, and executors. The firm's offerings span ESOP advisory, estate planning and administration, tax reporting, corporate and tax planning, charitable gifts, shareholder and succession planning, fairness and solvency opinions, financial reporting valuations, and equity-based compensation valuations.

Product overview

Tucker & Meltzer Valuation Advisors is a professional services firm that provides independent business valuation expertise and financial opinions. The firm operates as a single-service business model focused on valuation and advisory services rather than a software platform. Their portfolio consists of nine interconnected professional service offerings: ESOP Advisory, Estate Planning & Administration, Tax Reporting, Corporate & Tax Planning, Charitable Gifts, Shareholder & Succession Planning, Financial Opinions (Fairness/Solvency), Financial Reporting, and Equity Based Compensation. These services are delivered through a team of credentialed professionals (CPA/ABV, ASA, CFA, CVA, JD) and are supported by a rigorous quality assurance process to ensure reports withstand scrutiny from third parties and government agencies.

Differentiator

Problem solved

Functional benefit

Products and services

• ESOP Advisory Advisory services related to Employee Stock Ownership Plans, including valuation and planning support, offered to ESOP trustees and business owners.
• Estate Planning & Administration Valuation and advisory services for estate planning purposes and estate administration, provided to attorneys, executors, and family representatives.
• Tax Reporting Business valuation services for tax reporting purposes, supporting compliance with federal and state tax obligations.
• Corporate & Tax Planning Valuation and financial opinion services supporting corporate planning and tax strategy for business owners and corporate clients.
• Charitable Gifts Valuation services for charitable gift planning and administration, supporting donors, wealth advisors, and charitable organizations.
• Shareholder & Succession Planning Business valuation and advisory services for shareholder agreements, buy-sell arrangements, and business succession planning.
• Financial Opinions (Fairness/Solvency) Independent financial opinions on fairness and solvency for corporate transactions, directed at boards of directors and corporate deal teams.
• Financial Reporting Valuation services supporting financial reporting requirements, including purchase price allocations, impairment testing, and related accounting needs for accountants and auditors.
• Equity Based Compensation Valuation services for equity-based compensation plans, including stock options and restricted stock, supporting ASC 718 reporting for corporate clients.

Segments10 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Expansion highlights2 records

Direct peers

• Mercer Capital: Valuation and financial advisory firm providing business valuations, ESOP advisory, and litigation support. Comparable in being an independent, multi-service valuation specialist serving attorneys, trustees, and business owners.
• Verit Advisors: Independent advisory firm specializing in ESOP transactions and valuations. Highly comparable on the ESOP advisory service line, with similar independence positioning and middle-market focus.
• Marshall & Stevens: Independent valuation and advisory firm providing business, intangible asset, and equity compensation valuations. Comparable in being an independent, multi-service valuation specialist serving attorneys and corporate clients.
• Valuation Research Corporation (VRC): Large independent firm specializing in business valuation, fairness opinions, and ESOP advisory for closely held and public companies. Most directly comparable to Tucker & Meltzer in service mix, though significantly larger in scale.
• Houlihan Capital: Independent business valuation and financial advisory firm offering fairness opinions, ESOP valuations, and intangible asset valuations. Highly comparable in service offering and mid-market client focus.
• BVA Group (BVA Egan Holley): Independent business valuation firm offering valuations for ESOPs, estate/gift tax, financial reporting, and litigation. Comparable in independent, multi-service valuation focus and middle-market client base.

Broad incumbents

• FTI Consulting: Global advisory firm with a corporate finance/valuation practice covering business valuations, PPA, impairment testing, and fairness opinions. Comparable on financial reporting and transaction opinions, but at materially larger scale and broader scope.
• Stout: Global advisory firm with a large valuation practice covering business, intangible asset, and equity compensation valuations. Comparable service set but with broader advisory capabilities and significantly greater scale.
• CBIZ Valuation Group: National professional services firm offering business valuation, PPA, and equity compensation services as part of a broader accounting/advisory platform. Overlapping service capabilities but with broader portfolio and larger scale.
• Kroll (formerly Duff & Phelps): Major global valuation and financial advisory firm offering business, intangible asset, and ESOP-related valuations, plus fairness and solvency opinions. Comparable services but at much larger scale and broader geographic reach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/advisevaluation

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 Tucker & Meltzer