Private-Client Valuations
Confidential Private-Client Valuations
Mantis Valuation Advisors provides confidential, USPAP-compliant valuations for individuals and families navigating estate planning, divorce, tax planning, asset management, and investment decisions. Every report is completed by a Certified General Real Estate Appraiser.
Trust.
Integrity.
Precision.
Expertise.
We Provide Private-Client Valuations For:
From estate planning and divorce to tax planning and investment analysis — Mantis Valuation Advisors delivers confidential, USPAP-compliant valuations for every private-client need.
Estate & Tax Planning
Valuations for estate planning, trust administration, gift tax, estate tax, and date-of-death appraisals.
Divorce & Legal
Confidential appraisals for divorce proceedings, equitable distribution, and property settlement agreements.
Asset & Investment Analysis
Portfolio review, investment analysis, asset management valuations, and pre-sale pricing guidance.
Private-Client Services
Private-Client Valuation Services
Estate Planning
Date-of-death appraisals, estate tax valuations, trust administration, and gift tax reporting.
Divorce & Separation
Confidential appraisals for equitable distribution, divorce settlements, and property buyouts.
Tax & Financial Planning
Valuations for tax planning, IRS reporting, 1031 exchanges, and financial statement purposes.
Investment & Portfolio
Buy/sell decisions, portfolio review, investment property analysis, and asset management support.
Client Success Story
Trusted by Clients Across Southwest Florida
"I was referred to Mike by another appraiser to handle the valuation for my divorce case, and I'm so glad I was. He was professional, easy to work with, and delivered the report faster than I expected. The appraisal itself was extremely well supported — every part of it was backed by clear market data and solid reasoning. Both attorneys commented on how strong the report was, and the other party had nothing they could challenge. It made a stressful situation much easier to navigate. I couldn't recommend Mike more."
— Karen S. · Private Client — Divorce Valuation
Ready to Work With a Trusted Appraiser?
Call 941-315-2727 or submit a request online. We respond to all inquiries within 1 business day.
Mantis Valuation Advisors provides accurate, USPAP-compliant residential and commercial real estate appraisals throughout Sarasota, Manatee, and Charlotte counties. Trusted by lenders, attorneys, CPAs, investors, and private clients.
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Certified General Real Estate Appraiser RZ3609 | Sarasota, Manatee & Charlotte Counties