1
Peachtree Business Valuations
VerifiedAtlanta, GA4.5 (8)
84.0/100
ESOP ValuationsBuy-Sell Agreements & Partner BuyoutsEstate & Gift Tax Planning
2
Boulder Financial Partners
VerifiedBoulder, CO4.6 (7)
83.6/100
ESOP ValuationsCorporate ReorganizationsBuy-Sell Agreements & Partner Buyouts
3
Lone Star Business Valuation
VerifiedAustin, TX4.5 (6)
82.0/100
409A ValuationsFundraising & Recapitalizations
3
Golden Gate Appraisal
VerifiedSan Francisco, CA4.5 (6)
82.0/100
409A ValuationsComplex SecuritiesFundraising & Recapitalizations
3
Midwest Business Advisors
VerifiedChicago, IL4.5 (6)
82.0/100
ESOP ValuationsBuy-Sell Agreements & Partner BuyoutsEstate & Gift Tax Planning
6
Empire Valuation Partners
VerifiedNew York, NY4.6 (5)
81.8/100
ESOP ValuationsFairness OpinionsEstate & Gift Tax Planning
7
Meridian Valuation Group
VerifiedNew York, NY4.7 (3)
80.3/100
409A ValuationsMergers & AcquisitionsFairness Opinions
7
Sunbelt Valuation Group
VerifiedMiami, FL4.7 (3)
80.3/100
Shareholder DisputesMarital DissolutionsEstate & Gift Tax Planning
9
Charles River Valuation
VerifiedCambridge, MA4.5 (4)
80.0/100
409A ValuationsComplex SecuritiesFundraising & Recapitalizations
9
Cascade Valuation Group
VerifiedSeattle, WA4.5 (4)
80.0/100
409A ValuationsMergers & AcquisitionsPurchase Price Allocation
9
Keystone Business Advisors
VerifiedPittsburgh, PA4.5 (4)
80.0/100
Buy-Sell Agreements & Partner BuyoutsMarital DissolutionsEstate & Gift Tax Planning
12
Philadelphia Appraisal Group
Philadelphia, PA4.6 (7)
70.6/100
409A ValuationsSBA Loan Valuations
13
Houston Advisory Group
Houston, TX4.7 (3)
70.3/100
ESOP ValuationsMergers & AcquisitionsCorporate Reorganizations
15
Pacific Coast Valuation
San Diego, CA4.7 (3)
67.3/100
SBA Loan ValuationsBuy-Sell Agreements & Partner Buyouts
17
Southern Advisory Group
Atlanta, GA4.7 (3)
61.3/100
Corporate ReorganizationsSBA Loan Valuations
Tax & Compliance services
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 →