5.0
Jordan Silva, CFO
Client Company 1
July 2026
Project size: $1M-$10M
Complex Securities
Rigorous methodology and clear communication throughout. Would engage again without hesitation.
About
Independent business valuation firm serving mid-market and enterprise clients across multiple industries.
Founded
1995
31 yrs
Employees
51-200
Headquarters
San Francisco, CA
Service Focus
3
Services
Strategic & Transactional· 1
- Fundraising & Recapitalizations
Tax & Compliance· 1
- 409A Valuations
Financial Reporting· 1
- Complex Securities
Ratings Breakdown
4.5
Overall · 6 reviews
Quality4.5 / 5
Timeliness4.5 / 5
Communication4.5 / 5
Value4.5 / 5
Reviews (6)
4.0
Morgan Johnson, General Counsel
Client Company 2
July 2026
Project size: $10M-$50M
Fundraising & Recapitalizations
Their team took time to understand our business and produced a defensible report our board relied on.
5.0
Taylor Adams, Managing Partner
Client Company 3
July 2026
Project size: $50M+
409A Valuations
Solid technical work. The narrative summary was especially useful in our negotiations.
4.0
Casey Nguyen, Controller
Client Company 4
July 2026
Project size: <$1M
Complex Securities
Fair pricing and responsive to our questions. Report held up under buyer diligence.
5.0
Riley Kim, President
Client Company 5
July 2026
Project size: $1M-$10M
Fundraising & Recapitalizations
Deep industry expertise showed in every conversation. Highly recommend for complex situations.
4.0
Avery Walsh, COO
Client Company 6
July 2026
Project size: $10M-$50M
409A Valuations
Delivered on schedule and stood behind the analysis when challenged. First-rate professionals.
Location
No mapped coordinates on file.
San Francisco, CA