Philosophy of Service

At Alexander Valuation Group. We Value You.

We’ve made excellent customer service and communication the cornerstone of our business!

Our team understands that clients’ needs are simple: quality work at reasonable prices, supported by excellent communication and documentation throughout the process.

The foundation of a high-caliber appraisal is continued communication with our clients. We keep all our clients up to date on their project’s progress and make ourselves readily accessible to address any concerns or questions seven days a week. Really! We are just one call away.

After reviewing thousands of appraisal reports from various small and large commercial appraisal firms, it is clear that competitors provide a wide range of quality and customer service. There are far too many commercial appraisers out there that consistently turn in assignments late, use poor methodology or comparables, and lack the communication and customer service to deliver time and time again.

AVG has a mission to make your valuations a priority from start to finish.

Detailed Services

Alexander Valuation Group offers a range of appraisal and valuation services. These value-add services come standard with every valuation: diligent research, thorough analysis, and well-documented, unbiased opinions.

Our team will assist our client in appraising all property types and size of real estate assets from most small homes to the most complex multi- tenant properties. Our competency comes from years of completed projects and extensive practice in our market areas and a wide-ranging expertise in various property-types.
• Compliance. Our team follows professional standards, including the Uniform Standards of Professional Appraisal Practice (USPAP) and state licensing boards. We are well versed in financial and tax reporting requirements, as well as estate planning and property tax assessment.
• Market Value. Our team will consider the market value of the Fee Simple, Leasehold or Leased fee interests, as appropriate for each property.
• Research. Our research team has years of experience in finding all of the relevant data and thoroughly researching all aspects of a property’s valuation components.
• Client Support. We have an experienced team of valuation experts who can help. Our client support always means providing timely, attentive, and high-level professional communication to our clients, thereby ensuring their needs are met in a timely manner that reflects positively on both our AVG team and our clients.

Our goal is to understand your business, personnel, and real estate circumstances to provide unparalleled service. We support portfolio work in a variety of areas:

· Real estate acquisition

· Portfolio monitoring

· Mortgage finance

· Real estate disposition

· Value reporting

· Advisory services

Our commitment to quality ensures that clients receive accurate, reliable service. Since our focus is on uniformity in quality and reporting in all portfolio assignments, we provide a single point of contact / portfolio manager to streamline the portfolio management process.

Estate planning and reporting is an important part of financial planning. Our team provides estate planning valuations for all types of clientele (stock, partnership units, etc.) as required by IRS regulations to determine values or support values claimed on estate or gift tax returns. We often assist attorneys in structuring an estate plan that will maximize the tax benefits for the client.

Our team has years of experience working with our clients, tax attorneys, and government agencies to provide Partial Interest Valuations. Also called Fractional Ownership or Discounting, our team’s extensive experience, thorough knowledge of IRS requirements and how the law applies to fractional interests, provides supported valuations for estate planning and government reporting.

We conduct partial interest valuations for various forms of ownership, including:

· General and limited partnerships

· REITs

· Joint tenancy, tenants in common, or tenancy by entirety

· Family trusts

· Ownership of shares in a limited liability corporation

Our team is qualified to provide a wide array of business valuation services to our clients. Clients require business valuations for many reasons, including:

· Valuation for transactions: acquisitions, dispositions, restructuring

· Valuation for financial reporting and audit support

· Asset valuation for liquidation and insolvency

· Purchase Price Allocation

· Assistance with partnership agreements, restructuring, dispute resolution & dissolution

· Valuation for estate & gift tax

· Litigation support and qualified expert testimony: e.g., marital dissolution, partnership disputes

· Shareholder equity analysis and partnership consulting

· Fairness Opinions

· Solvency Opinions

· Partition Acts

With a reputation for unparalleled professionalism, our litigation team provides a variety of litigation support services, including expert testimony. The ability to consistently provide exceptional service in this arena also lies in the access to the best real estate data. We are experts in our local markets; our data research and analytics capabilities are unsurpassed in the industry.

We support attorneys practicing across a broad spectrum of commercial real estate-related disciplines. Our team is full of industry experts on a wide variety of real estate asset classes and property rights issues. We work as expert witnesses and consultants to assist in the development and execution of litigation strategy.

Trial History

We have provided trial testimony for the past 18 years. We have provided pre-trial valuation services and rebuttals as well as appeared in court to support our clients and valuations. We have worked on over 100 cases and appeared in over 40 trials during that time. Deemed the most reliable and comprehensive appraisals by numerous state and federal judges, our testimony and valuations have been relied upon by both sides for the fair market distribution of assets.

Witness Work

We have been deemed expert witnesses in California, Arizona, and Nevada to date.

In the state of California we have worked in civil cases in Los Angeles, Orange, Santa Barbara County, San Luis Obispo County, San Diego County, San Bernardino County, Riverside County, Santa Clara County, Sacramento County, San Francisco County, Alameda County, Butte County, Fresno County, Kern County.

In the state of Arizona we have worked in both Mohave County and Maricopa County.

In Nevada we have worked in Clark, Nye, and Washoe counties

Tax Agency.

Since 2010 we have provided over 50 tax appeal cases. We have developed an excellent reputation with those working for the counties of Los Angeles, Orange, Riverside, and San Diego, CA. We have successfully won our clients hundreds of thousands of dollars and won reversals on many cases. We routinely defend our client’s ownership Interests and win assessed base year valuations. We know the entire process from Assessor’s office, to Assessment Appeal Board, to the Auditor- Controller office, through the Treasurer’s office, and back to the client – and have helped hundreds of people navigate the extremely bureaucratic and confusing judicial system.

Professional Qualifications

We are a licensed firm in California, Arizona, and Nevada

We have been licensed in over 42 states and areas and are qualified to get reciprocal licensure as needed:

California
Arizona
Nevada
Alabama
Alaska
Colorado
Delaware
District of Columbia
Florida

Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Maine
Maryland
Massachusetts

Michigan
Minnesota
Missouri
Montana
New Jersey
New Mexico
New York
North Carolina
Ohio

Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
Tennessee
Texas
Utah
Virginia

Washington
West Virginia
Wisconsin
Wyoming
Puerto Rico
US Virgin Islands
British Columbia, Canada

Jack Alexander has been deemed an expert witness in court cases in the following areas:

CALIFORNIA
Los Angeles County
Orange County
Santa Barbara County
San Luis Obispo County
San Diego County
San Bernardino County
Riverside County
Santa Clara County
Sacramento County
San Francisco, County
Alameda County
Butte County
Fresno County
Kern County

ARIZONA
Mohave County
Maricopa County

NEVADA
Clark County
Nye County
Washoe County