The Leader In Cost Effective Valuations
Our team has invented a proprietary process to deliver fast, cost effective, accurate, and detailed business valuations.
We offer six methods and calculations of valuation on every valuation we offer.
27 Years of business valuation and mergers & acquisition experience.
We Do Valuations For:
Our valuations are done by a qualified expert and meet all IRS guidelines and regulations.
Free consultation before to ask questions and understand the goals of the valuation and one afterwards to present it.
Quality business valuations do not need to cost thousands of dollars. We are the proof.
Sale of the Business
Issuing Stock (409a)
Every valuation comes with a consultation on how to interpret the valuation report to gain the most from it.
Stonebridge also provides Business Valuations for startup companies. We offer a Standard Startup Valuation and a Premium Startup Valuation.
Click the link below to view our Startup Valuation Page.
For twenty-five years Dan has been active in merger and acquisitions, consulting companies to improve cash flow and enterprise value, and preparing professional business valuations. Dan offers customized approaches to value as each appraisal engagement is unique and calls for an experienced appraiser applying individual assessments, applications and approaches to value.
Call to discuss your valuation needs.
Dan O'Connell, President
Stonebridge Advisory, Inc.
Association Membership and Courses:
American Society of Appraisers (ASA)
BV201: Business Valuation, Market Approach
BV202: Business Valuation, Income Approach
BV203: Business Valuation, Asset Approach , Discounts & Premiums
BV204: Business Valuation, Advanced Topics in Business Valuations
Uniform Standards of Professional Appraisal Practice (USPAP)
About Our Valuations
Our valuations meet specific standards by the governing associations and IRS standards and compliance guidelines. All reports are professionally prepared to meet traditional approaches to value and adhere to the Uniform Standards of Professional Appraisal Practice (USPAP) and conform to IRS Revenue Ruling 59-60. Our valuations are performed by a qualified expert with 29 years of experience in the capital markets.
We offer the Standard, Select and Premium Valuations. The Standard Valuation ($495) is 27 pages offering up to six valuation methods and calculations to arrive at the opinion of value. The Select Valuation ($950), is 37 pages and adds financial analytics which is excellent for companies with inventory, receivables or capital expenditures who want to improve cash flows and optimize value. The Premium Valuation provides added options regarding specific company comparables and discounts and premiums for lack of marketability and lack of control.
All valuations include six valuation methods and calculations and are thorough reports covering all traditional valuation procedures. Call us to discuss your valuation purpose so we can explain how the different valuations best serves your needs. Then you decide which report best meets your needs and budget.