2026 · Strategic & Transactional
6 firms ranked · Methodology →
Every multi-owner business will eventually face an ownership transition — retirement, exit, disability, divorce, or death. A buy-sell agreement governs that moment, and its valuation provisions determine whether the transition is orderly or litigated. The firms in this category value ownership interests at trigger events, provide the baseline valuations that keep agreements current, and serve as the named independent appraisers agreements rely on.
Look for firms with credentialed appraisers (ASA, ABV, CVA) and specific experience with your agreement's standard of value — fair market value and fair value can produce very different numbers once ownership discounts enter the picture.
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Methodology
Each firm receives a score out of 100 built from five weighted components: verified client reviews (30%), professional credentials such as ASA, CVA, ABV, CFA, and MAFF (25%), the depth of services offered relative to the category (20%), the firm's operational scale (15%), and years in business (10%).
The score is refreshed whenever a review is approved or firm data changes, and overall ranks are recomputed on a schedule so movement reflects real changes, not noise. Within a category or service, we re-rank using the same score restricted to firms that actually offer that work.
Rankings cannot be purchased. Featured placement in the directory is clearly labeled and never affects rank.
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