5.0
Jordan Silva, CFO
Client Company 1
July 2026
Project size: $1M-$10M
Buy-Sell Agreements & Partner Buyouts
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
2010
16 yrs
Employees
11-50
Headquarters
San Diego, CA
Service Focus
2
Services
Strategic & Transactional· 1
- Buy-Sell Agreements & Partner Buyouts
Tax & Compliance· 1
- SBA Loan Valuations
Ratings Breakdown
4.7
Overall · 3 reviews
Quality4.7 / 5
Timeliness4.3 / 5
Communication4.3 / 5
Value4.7 / 5
Reviews (3)
4.0
Morgan Johnson, General Counsel
Client Company 2
July 2026
Project size: $10M-$50M
SBA Loan Valuations
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+
Buy-Sell Agreements & Partner Buyouts
Solid technical work. The narrative summary was especially useful in our negotiations.
Location
No mapped coordinates on file.
San Diego, CA