Why Stonebridge Advisory?
Why Stonebridge Advisory?
About Stonebridge Advisory
About Stonebridge Advisory
With over 30 years of experience and more than 8,000 valuations completed, Stonebridge Advisory is a trusted partner in business valuation services. We specialize in valuations for mergers and acquisitions, partner buy-sell transactions, estate and gift tax matters, litigation, marital asset dissolution, strategic planning, and more.
Our mission is simple: to provide accurate, defensible valuation reports that are both timely and affordable. Many of our clients require valuations on an annual basis, and we believe these essential services should not come at an excessive cost—especially with today’s readily available technology.
At Stonebridge Advisory, we leverage technology where it adds value, while ensuring that every client receives a personalized, hands-on experience. Clear communication is at the heart of our process, allowing us to understand each client’s unique situation and deliver a comprehensive, credible valuation. We take pride in offering hard-hitting, reliable reports at a price point that is difficult to match—without sacrificing quality or service.
We take pride in offering hard-hitting, reliable reports at a price point that is difficult to match—without sacrificing quality or service.
With over 30 years of experience and more than 8,000 valuations completed, Stonebridge Advisory is a trusted partner in business valuation services. We specialize in valuations for mergers and acquisitions, partner buy-sell transactions, estate and gift tax matters, litigation, marital asset dissolution, strategic planning, and more.
Our mission is simple: to provide accurate, defensible valuation reports that are both timely and affordable. Many of our clients require valuations on an annual basis, and we believe these essential services should not come at an excessive cost—especially with today’s readily available technology.
At Stonebridge Advisory, we leverage technology where it adds value, while ensuring that every client receives a personalized, hands-on experience. Clear communication is at the heart of our process, allowing us to understand each client’s unique situation and deliver a comprehensive, credible valuation. We take pride in offering hard-hitting, reliable reports at a price point that is difficult to match—without sacrificing quality or service.
We take pride in offering hard-hitting, reliable reports at a price point that is difficult to match—without sacrificing quality or service.
Direct Expert Access
Direct Expert Access
Speak directly with your appraiser for scoping, data requests, and review.
Speak directly with your appraiser for scoping, data requests, and review.
Defensible, Detailed Reports
Defensible, Detailed Reports
Methodologies explained, reconciliations included, exhibits and comps for audit readiness.
Methodologies explained, reconciliations included, exhibits and comps for audit readiness.
IRS Compliant
IRS Compliant
All reports adhere to revenue ruling 59-60 compliance.
All reports adhere to revenue ruling 59-60 compliance.
Meet the Stonebridge Advisory Team
Meet the Stonebridge Advisory Team
Stonebridge Advisory delivers IRS and USPAP compliant business valuations prepared by certified valuation experts. With more than 30 years of experience and over 8,000 engagements across diverse industries, we provide accurate, defensible reports you can rely on.
Dan O’Connell
Principal
Email: Dan@Stonebridgema.com | Phone: (626) 866-3317
Dan O’Connell brings over 30 years of experience in business valuations, corporate finance, and mergers & acquisitions. He has a proven track record of advising privately- owned businesses with revenues ranging from $5 million to $100 million, providing expert guidance on valuation, strategy, and transactional opportunities.
With extensive experience across manufacturing, distribution, retail, business services, technology, and food industries, Dan has delivered professional business appraisals for companies throughout the United States. His expertise encompasses financial analysis, corporate strategy, investment banking, and mergers & acquisitions, ensuring that every valuation is thorough, accurate, and actionable.
Dan is an Accredited Member of the American Society of Appraisers (ASA), reflecting his commitment to the highest professional standards, ethics, and continuing education in business valuation. Clients rely on Dan for his depth of knowledge, precision, and ability to communicate complex financial concepts clearly and effectively.
Dan O’Connell
Principal
Email: Dan@Stonebridgema.com | Phone: (626) 866-3317
Dan O’Connell brings over 30 years of experience in business valuations, corporate finance, and mergers & acquisitions. He has a proven track record of advising privately- owned businesses with revenues ranging from $5 million to $100 million, providing expert guidance on valuation, strategy, and transactional opportunities.
With extensive experience across manufacturing, distribution, retail, business services, technology, and food industries, Dan has delivered professional business appraisals for companies throughout the United States. His expertise encompasses financial analysis, corporate strategy, investment banking, and mergers & acquisitions, ensuring that every valuation is thorough, accurate, and actionable.
Dan is an Accredited Member of the American Society of Appraisers (ASA), reflecting his commitment to the highest professional standards, ethics, and continuing education in business valuation. Clients rely on Dan for his depth of knowledge, precision, and ability to communicate complex financial concepts clearly and effectively.
Dan O’Connell
Principal
Email: Dan@Stonebridgema.com | Phone: (626) 866-3317
Dan O’Connell brings over 30 years of experience in business valuations, corporate finance, and mergers & acquisitions. He has a proven track record of advising privately- owned businesses with revenues ranging from $5 million to $100 million, providing expert guidance on valuation, strategy, and transactional opportunities.
With extensive experience across manufacturing, distribution, retail, business services, technology, and food industries, Dan has delivered professional business appraisals for companies throughout the United States. His expertise encompasses financial analysis, corporate strategy, investment banking, and mergers & acquisitions, ensuring that every valuation is thorough, accurate, and actionable.
Dan is an Accredited Member of the American Society of Appraisers (ASA), reflecting his commitment to the highest professional standards, ethics, and continuing education in business valuation. Clients rely on Dan for his depth of knowledge, precision, and ability to communicate complex financial concepts clearly and effectively.
Dan O’Connell
Principal
Email: Dan@Stonebridgema.com | Phone: (626) 866-3317
Dan O’Connell brings over 30 years of experience in business valuations, corporate finance, and mergers & acquisitions. He has a proven track record of advising privately- owned businesses with revenues ranging from $5 million to $100 million, providing expert guidance on valuation, strategy, and transactional opportunities.
With extensive experience across manufacturing, distribution, retail, business services, technology, and food industries, Dan has delivered professional business appraisals for companies throughout the United States. His expertise encompasses financial analysis, corporate strategy, investment banking, and mergers & acquisitions, ensuring that every valuation is thorough, accurate, and actionable.
Dan is an Accredited Member of the American Society of Appraisers (ASA), reflecting his commitment to the highest professional standards, ethics, and continuing education in business valuation. Clients rely on Dan for his depth of knowledge, precision, and ability to communicate complex financial concepts clearly and effectively.
Ryan O'Connell
Principal
Email: Ryan@Stonebridgema.com | Phone: (626) 866-3317
Ryan O’Connell is a co-founder of Stonebridge Advisory Inc. and brings extensive experience in sales, business development, and business valuation. He has worked with both large U.S. companies and small businesses, delivering tailored valuation solutions that meet each client’s unique needs.
Ryan incorporates IRS Revenue Ruling 59-60 guidelines into his valuations, ensuring they meet IRS Qualified Valuation standards. As a Candidate Member of the American Society of Appraisers (ASA), he upholds rigorous professional and ethical standards in all valuation engagements. He has produced hundreds of business valuations across manufacturing, retail, distribution, professional services, and other sectors, leveraging his deep knowledge of accounting, financial statements, and accepted valuation methodologies.
His expertise supports a wide range of business needs, including buying or selling a business, partner buy-sell agreements, business planning, value creation reviews, gifting for tax or transfer purposes, succession planning, economic loss analysis, issuing 409(A) stock options, estate planning, litigation, and marital asset dissolutions.
Ryan O'Connell
Principal
Email: Ryan@Stonebridgema.com | Phone: (626) 866-3317
Ryan O’Connell is a co-founder of Stonebridge Advisory Inc. and brings extensive experience in sales, business development, and business valuation. He has worked with both large U.S. companies and small businesses, delivering tailored valuation solutions that meet each client’s unique needs.
Ryan incorporates IRS Revenue Ruling 59-60 guidelines into his valuations, ensuring they meet IRS Qualified Valuation standards. As a Candidate Member of the American Society of Appraisers (ASA), he upholds rigorous professional and ethical standards in all valuation engagements. He has produced hundreds of business valuations across manufacturing, retail, distribution, professional services, and other sectors, leveraging his deep knowledge of accounting, financial statements, and accepted valuation methodologies.
His expertise supports a wide range of business needs, including buying or selling a business, partner buy-sell agreements, business planning, value creation reviews, gifting for tax or transfer purposes, succession planning, economic loss analysis, issuing 409(A) stock options, estate planning, litigation, and marital asset dissolutions.
Ryan O'Connell
Principal
Email: Ryan@Stonebridgema.com | Phone: (626) 866-3317
Ryan O’Connell is a co-founder of Stonebridge Advisory Inc. and brings extensive experience in sales, business development, and business valuation. He has worked with both large U.S. companies and small businesses, delivering tailored valuation solutions that meet each client’s unique needs.
Ryan incorporates IRS Revenue Ruling 59-60 guidelines into his valuations, ensuring they meet IRS Qualified Valuation standards. As a Candidate Member of the American Society of Appraisers (ASA), he upholds rigorous professional and ethical standards in all valuation engagements. He has produced hundreds of business valuations across manufacturing, retail, distribution, professional services, and other sectors, leveraging his deep knowledge of accounting, financial statements, and accepted valuation methodologies.
His expertise supports a wide range of business needs, including buying or selling a business, partner buy-sell agreements, business planning, value creation reviews, gifting for tax or transfer purposes, succession planning, economic loss analysis, issuing 409(A) stock options, estate planning, litigation, and marital asset dissolutions.
Ryan O'Connell
Principal
Email: Ryan@Stonebridgema.com | Phone: (626) 866-3317
Ryan O’Connell is a co-founder of Stonebridge Advisory Inc. and brings extensive experience in sales, business development, and business valuation. He has worked with both large U.S. companies and small businesses, delivering tailored valuation solutions that meet each client’s unique needs.
Ryan incorporates IRS Revenue Ruling 59-60 guidelines into his valuations, ensuring they meet IRS Qualified Valuation standards. As a Candidate Member of the American Society of Appraisers (ASA), he upholds rigorous professional and ethical standards in all valuation engagements. He has produced hundreds of business valuations across manufacturing, retail, distribution, professional services, and other sectors, leveraging his deep knowledge of accounting, financial statements, and accepted valuation methodologies.
His expertise supports a wide range of business needs, including buying or selling a business, partner buy-sell agreements, business planning, value creation reviews, gifting for tax or transfer purposes, succession planning, economic loss analysis, issuing 409(A) stock options, estate planning, litigation, and marital asset dissolutions.
Josh Gordon
Chief of Operations
Email: Josh@stonebridgema.com | Phone: (626) 421-7507
As Chief of Operations at Stonebridge Advisory, Josh Gordon is responsible for streamlining company operations and ensuring a seamless client experience.
Josh oversees the onboarding process for all new and existing clients, making certain that all necessary financials and key information are gathered accurately and efficiently.
Josh is dedicated to ensuring that every client is well-prepared, well-informed, and set up for success throughout the valuation process. His attention to detail, organizational expertise, and client-first approach help maintain Stonebridge Advisory’s reputation for delivering efficient, accurate, and professional valuation services.
Josh Gordon
Chief of Operations
Email: Josh@stonebridgema.com | Phone: (626) 421-7507
As Chief of Operations at Stonebridge Advisory, Josh Gordon is responsible for streamlining company operations and ensuring a seamless client experience.
Josh oversees the onboarding process for all new and existing clients, making certain that all necessary financials and key information are gathered accurately and efficiently.
Josh is dedicated to ensuring that every client is well-prepared, well-informed, and set up for success throughout the valuation process. His attention to detail, organizational expertise, and client-first approach help maintain Stonebridge Advisory’s reputation for delivering efficient, accurate, and professional valuation services.
Josh Gordon
Chief of Operations
Email: Josh@stonebridgema.com | Phone: (626) 421-7507
As Chief of Operations at Stonebridge Advisory, Josh Gordon is responsible for streamlining company operations and ensuring a seamless client experience.
Josh oversees the onboarding process for all new and existing clients, making certain that all necessary financials and key information are gathered accurately and efficiently.
Josh is dedicated to ensuring that every client is well-prepared, well-informed, and set up for success throughout the valuation process. His attention to detail, organizational expertise, and client-first approach help maintain Stonebridge Advisory’s reputation for delivering efficient, accurate, and professional valuation services.
Josh Gordon
Chief of Operations
Email: Josh@stonebridgema.com | Phone: (626) 421-7507
As Chief of Operations at Stonebridge Advisory, Josh Gordon is responsible for streamlining company operations and ensuring a seamless client experience.
Josh oversees the onboarding process for all new and existing clients, making certain that all necessary financials and key information are gathered accurately and efficiently.
Josh is dedicated to ensuring that every client is well-prepared, well-informed, and set up for success throughout the valuation process. His attention to detail, organizational expertise, and client-first approach help maintain Stonebridge Advisory’s reputation for delivering efficient, accurate, and professional valuation services.
Riley
Chief Morale Officer
Co-Founder & CEO
Riley joined Stonebridge Advisory in 2018 with very little experience—a true underdog story. Since then, he’s worked his way up to become our Chief Morale Officer, responsible for keeping spirits high and reminding the team to take the occasional break.
Whether greeting clients with a wag, supervising snack breaks, or attending strategy meetings (mostly for the treats), Riley plays an important role in our office culture. He’s even begun exploring a side career in “barketing”—though his typing skills are still a work in progress.
Riley proves that with the right attitude (and enough belly rubs), anyone can make a big impact at Stonebridge Advisory.
Riley
Chief Morale Officer
Co-Founder & CEO
Riley joined Stonebridge Advisory in 2018 with very little experience—a true underdog story. Since then, he’s worked his way up to become our Chief Morale Officer, responsible for keeping spirits high and reminding the team to take the occasional break.
Whether greeting clients with a wag, supervising snack breaks, or attending strategy meetings (mostly for the treats), Riley plays an important role in our office culture. He’s even begun exploring a side career in “barketing”—though his typing skills are still a work in progress.
Riley proves that with the right attitude (and enough belly rubs), anyone can make a big impact at Stonebridge Advisory.
Riley
Chief Morale Officer
Co-Founder & CEO
Riley joined Stonebridge Advisory in 2018 with very little experience—a true underdog story. Since then, he’s worked his way up to become our Chief Morale Officer, responsible for keeping spirits high and reminding the team to take the occasional break.
Whether greeting clients with a wag, supervising snack breaks, or attending strategy meetings (mostly for the treats), Riley plays an important role in our office culture. He’s even begun exploring a side career in “barketing”—though his typing skills are still a work in progress.
Riley proves that with the right attitude (and enough belly rubs), anyone can make a big impact at Stonebridge Advisory.
Riley
Chief Morale Officer
Co-Founder & CEO
Riley joined Stonebridge Advisory in 2018 with very little experience—a true underdog story. Since then, he’s worked his way up to become our Chief Morale Officer, responsible for keeping spirits high and reminding the team to take the occasional break.
Whether greeting clients with a wag, supervising snack breaks, or attending strategy meetings (mostly for the treats), Riley plays an important role in our office culture. He’s even begun exploring a side career in “barketing”—though his typing skills are still a work in progress.
Riley proves that with the right attitude (and enough belly rubs), anyone can make a big impact at Stonebridge Advisory.
Why choose Stonebridge Advisory
IRS & USPAP Compliant
Detailed, Audit-Ready Reports
Valuation Reports Prepared by Certified Valuation Experts
Expert Witness Testimony
About
Whether contemplating a transfer of ownership, providing employee incentives, meeting IRS compliance rules, valuing startups or other valuation needs, our custom reports deliver a thorough and accurate valuation report.
Quick Links
Our Office
1055 E Colorado Blvd, Pasadena, CA 91106, United States
info@stonebridgema.com
8:00 AM PST - 5:00 PM PST
© 2026 Stonebridge Advisory, Inc.
Why choose Stonebridge Advisory
IRS & USPAP Compliant
Detailed, Audit-Ready Reports
Valuation Reports Prepared by Certified Valuation Experts
Expert Witness Testimony
About
Whether contemplating a transfer of ownership, providing employee incentives, meeting IRS compliance rules, valuing startups or other valuation needs, our custom reports deliver a thorough and accurate valuation report.
Quick Links
Our Office
1055 E Colorado Blvd, Pasadena, CA 91106, United States
info@stonebridgema.com
8:00 AM PST - 5:00 PM PST
© 2026 Stonebridge Advisory, Inc.
Why choose Stonebridge Advisory
IRS & USPAP Compliant
Detailed, Audit-Ready Reports
Valuation Reports Prepared by Certified Valuation Experts
Expert Witness Testimony
About
Whether contemplating a transfer of ownership, providing employee incentives, meeting IRS compliance rules, valuing startups or other valuation needs, our custom reports deliver a thorough and accurate valuation report.
Quick Links
Our Office
1055 E Colorado Blvd, Pasadena, CA 91106, United States
info@stonebridgema.com
8:00 AM PST - 5:00 PM PST
© 2026 Stonebridge Advisory, Inc.
Why choose Stonebridge Advisory
IRS & USPAP Compliant
Detailed, Audit-Ready Reports
Valuation Reports Prepared by Certified Valuation Experts
Expert Witness Testimony
About
Whether contemplating a transfer of ownership, providing employee incentives, meeting IRS compliance rules, valuing startups or other valuation needs, our custom reports deliver a thorough and accurate valuation report.
Quick Links
Our Office
1055 E Colorado Blvd, Pasadena, CA 91106, United States
info@stonebridgema.com
8:00 AM PST - 5:00 PM PST
© 2026 Stonebridge Advisory, Inc.