Lumina Partners, LLC

To arrange a confidential discussion about our asset valuation services, contact:

Valuation Services

Whether you’re facing a family transition, preparing a succession plan, contemplating the sale or purchase of a business, or planning for any of a myriad of other possibilities, knowing the value of your assets is essential.

At Lumina Partners, LLC, we apply our expert knowledge base and judgment in addition to rigorous analysis of relevant facts to provide the following valuation services:

  • Business Interest Valuations: We prepare either a full appraisal or a more limited calculation engagement depending on your needs and your budget.
  • Retirement Plan Valuations: We have experience valuing the marital portion of all types of plans, including NYSTRS, public employee pension plans, private company plans, 401(k) and 403(b) plans.
  • Professional Practices: We determine the value of professional licenses as well as the value of the practice, as appropriate.

You can count on Lumina Partners to deliver a thorough and high quality asset valuation at a very competitive price.