For Immediate Release


Becomes Wealth Management Group’s Exclusive Provider
Valuation Services, Inc. Teams Up With The Wealth Engineering Family of Companies
Orlando Florida, February 26, 2020 – The Wealth Engineering Family of Companies is pleased to announce its selection of Valuation Services, Inc. as the exclusive provider of business valuation services for closely held entities for its network of over 2,100 wealth management, accounting, investment, insurance and law firms across the globe.

“We are excited to add Valuation Services, Inc. to our Expert Sourcing Team,” said Wealth Engineering CEO and Managing Partner, Nick Gregory, ChWE, CEBA, ChFWA. “Business valuation services are a necessity when it comes to comprehensive wealth advisory in today’s world. The nationwide presence of Valuation Services, Inc. and its expertise in this area make the organization a natural fit for our team.”

Valuation Services, Inc.’s Managing Director, Jeff Bae added, “Our goal is to provide independent and in-depth business valuations to help advisors’ clients with their gift, estate, and income tax planning needs. We are thrilled and honored to join the WE Expert Sourcing Team.”

With this announcement, Valuation Services, Inc. joins an arsenal of best-of-breed expert sourcing firms that provide a vast array of services to WE’s network of wealth management firms, accounting firms, investment and insurance advisors and attorneys across the nation. The result is the fusion of advanced knowledge, experience, services, and products with sound engineering principles to create a synchronized hub for family and business wealth building.

Founded in 1995, Valuation Services, Inc. is one of the nation’s premier business valuation firms, with offices in Washington, DC, New York City, and Miami. Since inception, VSI has provided over 10,000 valuation opinions for both private and public entities with annual revenues ranging from under $1 Million to over $1 Billion. VSI provides comprehensive valuations for investment holding entities and businesses in various industries, and in locations throughout the U.S. and parts of Europe and South America. VSI also provides valuations for promissory notes and other intangible assets. Our experts possess various professional accreditations such as CPA, CVA, CFA, MBA, and JD, and have valuation, private investment, and operational business backgrounds. Our valuation work has been peer reviewed and accepted by national accounting firms, law firms, various courts, and major agencies of the Federal government. For more information, visit us at: www.vaulationservice.com .
 
From its headquarters in Orlando, Florida, The Wealth Engineering Family of Companies (WEFC) serves over 2,100 wealth management, accounting, investment, insurance and law firms across the globe. The WEFC helps these professionals harmonize the complex wealth of families and businesses through the organization’s WealthEngineering Process and it's Exclusive Consortium of Expert Sourcing Firms. The WEFC is also the governing body and grantor of the Chartered Wealth Engineer (ChWE) professional designation. For more information, visit www.TheWEInstitute.com or call 407.878.3520.