2026 Category Ranking

Top Firms for Strategic & Transactional Valuations

17 firms ranked ยท Methodology โ†’

Jump to ranked firms โ†“
1
Peachtree Business Valuations logo

Peachtree Business Valuations

Verified
Atlanta, GA4.5 (8)
84.0/100
ESOP ValuationsBuy-Sell Agreements & Partner BuyoutsEstate & Gift Tax Planning
2
Boulder Financial Partners logo

Boulder Financial Partners

Verified
Boulder, CO4.6 (7)
83.6/100
ESOP ValuationsCorporate ReorganizationsBuy-Sell Agreements & Partner Buyouts
3
Beacon Hill Advisors logo

Beacon Hill Advisors

Verified
Boston, MA4.5 (6)
82.0/100
Mergers & AcquisitionsComplex SecuritiesFairness Opinions
3
Lone Star Business Valuation logo

Lone Star Business Valuation

Verified
Austin, TX4.5 (6)
82.0/100
409A ValuationsFundraising & Recapitalizations
3
Golden Gate Appraisal logo

Golden Gate Appraisal

Verified
San Francisco, CA4.5 (6)
82.0/100
409A ValuationsComplex SecuritiesFundraising & Recapitalizations
3
Midwest Business Advisors logo

Midwest Business Advisors

Verified
Chicago, IL4.5 (6)
82.0/100
ESOP ValuationsBuy-Sell Agreements & Partner BuyoutsEstate & Gift Tax Planning
7
Empire Valuation Partners logo

Empire Valuation Partners

Verified
New York, NY4.6 (5)
81.8/100
ESOP ValuationsFairness OpinionsEstate & Gift Tax Planning
8
Meridian Valuation Group logo

Meridian Valuation Group

Verified
New York, NY4.7 (3)
80.3/100
409A ValuationsMergers & AcquisitionsFairness Opinions
8
Liberty Valuation Advisors logo

Liberty Valuation Advisors

Verified
Philadelphia, PA4.7 (3)
80.3/100
Mergers & AcquisitionsFairness OpinionsPurchase Price Allocation
10
Blackstone Ridge Advisors logo

Blackstone Ridge Advisors

Verified
Los Angeles, CA4.5 (4)
80.0/100
Mergers & AcquisitionsComplex SecuritiesFairness Opinions
10
Charles River Valuation logo

Charles River Valuation

Verified
Cambridge, MA4.5 (4)
80.0/100
409A ValuationsComplex SecuritiesFundraising & Recapitalizations
10
Cascade Valuation Group logo

Cascade Valuation Group

Verified
Seattle, WA4.5 (4)
80.0/100
409A ValuationsMergers & AcquisitionsPurchase Price Allocation
10
Keystone Business Advisors logo

Keystone Business Advisors

Verified
Pittsburgh, PA4.5 (4)
80.0/100
Buy-Sell Agreements & Partner BuyoutsMarital DissolutionsEstate & Gift Tax Planning
14
Puget Sound Advisors logo

Puget Sound Advisors

Bellevue, WA4.6 (7)
73.6/100
Complex SecuritiesFundraising & Recapitalizations
15
Hudson Appraisal Group logo

Hudson Appraisal Group

Buffalo, NY4.5 (6)
72.0/100
Buy-Sell Agreements & Partner BuyoutsMarital Dissolutions
16
Houston Advisory Group logo

Houston Advisory Group

Houston, TX4.7 (3)
70.3/100
ESOP ValuationsMergers & AcquisitionsCorporate Reorganizations
17
Pacific Coast Valuation logo

Pacific Coast Valuation

San Diego, CA4.7 (3)
67.3/100
SBA Loan ValuationsBuy-Sell Agreements & Partner Buyouts

Methodology

How firms are ranked

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.

Read the full methodology โ†’