The Leader In
Cost Effective Valuations
At Stonebridge Advisory, we've developed a proprietary process that delivers fast, accurate, and detailed business valuation reports—at a fraction of the traditional cost.
Our Valuation Service Tiers
Valuations
Startup Valuation
Perfect for trying out the core features and seeing quick results.
Standard Valuation
$795
For clients seeking a simplified process without sacrificing quality, our 32-page professional business valuation includes over 25 detailed financial exhibits and tables to support the valuation.
Features Include:
Asset, Income, and Market Approaches to determine value.
Recast income statements to calculate true operating income.
Cost of capital analysis to measure risk and required return.
Clear, concise, and IRS-compliant reporting. Turnaround: 3–5 business days.
Select Valuation
$1050
For clients seeking added financial analysis to better understand value and optimize cash flow, this 48-page report includes everything in the Standard Valuation, plus:
Also Included:
Forecasted financial statement analysis.
Company benchmarking against industry peers.
Liquidity, working capital, and near-term cash flo
Capital investment, cost analysis, and cash management review for optimal performance. Turnaround: 5 business days.
Courtroom Ready Package
Expert Witness Testimony
Most Popular
Premium Valuation
$2450
For clients who require an in-depth review of both the company and its industry—meeting the precise standards expected by auditors, accountants, bankers, management, and ownership. This report includes all features from the Standard and Enhanced Valuations, plus:
Also Included:
Employee productivity and breakeven analysis
Detailed cash flow calculations
Liquidity, working capital, and near-term cash flow risk assessment.
Qualitative Value Drivers and Rating impacting value - Turnaround: 10 business days.
Our Valuation Service Tiers
Valuations
Startup Valuation
Perfect for trying out the core features and seeing quick results.
Standard Valuation
$795
For clients seeking a simplified process without sacrificing quality, our 32-page professional business valuation includes over 25 detailed financial exhibits and tables to support the valuation.
Features Include:
Asset, Income, and Market Approaches to determine value.
Recast income statements to calculate true operating income.
Cost of capital analysis to measure risk and required return.
Clear, concise, and IRS-compliant reporting. Turnaround: 3–5 business days.
Select Valuation
$1050
For clients seeking added financial analysis to better understand value and optimize cash flow, this 48-page report includes everything in the Standard Valuation, plus:
Also Included:
Advanced analytics & insights
Customizations & automation
Liquidity, working capital, and near-term cash flo
Capital investment, cost analysis, and cash management review for optimal performance. Turnaround: 5 business days.
Courtroom Ready Package
Expert Witness Testimony
Most Popular
Premium Valuation
$2450
For clients who require an in-depth review of both the company and its industry—meeting the precise standards expected by auditors, accountants, bankers, management, and ownership. This report includes all features from the Standard and Enhanced Valuations, plus:
Also Included:
Team collaboration tools
Priority customer support
Liquidity, working capital, and near-term cash flow risk assessment.
Qualitative Value Drivers and Rating impacting value - Turnaround: 10 business days.
Our Valuation Service Tiers
Valuations
Startup Valuation
Perfect for trying out the core features and seeing quick results.
Standard Valuation
$795
For clients seeking a simplified process without sacrificing quality, our 32-page professional business valuation includes over 25 detailed financial exhibits and tables to support the valuation.
Features Include:
Asset, Income, and Market Approaches to determine value.
Recast income statements to calculate true operating income.
Cost of capital analysis to measure risk and required return.
Clear, concise, and IRS-compliant reporting. Turnaround: 3–5 business days.
Select Valuation
$1050
For clients seeking added financial analysis to better understand value and optimize cash flow, this 48-page report includes everything in the Standard Valuation, plus:
Also Included:
Advanced analytics & insights
Customizations & automation
Liquidity, working capital, and near-term cash flo
Capital investment, cost analysis, and cash management review for optimal performance. Turnaround: 5 business days.
Courtroom Ready Package
Expert Witness Testimony
Most Popular
Premium Valuation
$2450
For clients who require an in-depth review of both the company and its industry—meeting the precise standards expected by auditors, accountants, bankers, management, and ownership. This report includes all features from the Standard and Enhanced Valuations, plus:
Also Included:
Team collaboration tools
Priority customer support
Liquidity, working capital, and near-term cash flow risk assessment.
Qualitative Value Drivers and Rating impacting value - Turnaround: 10 business days.
Expert Certification
Our valuations are performed by a qualified expert and meet all IRS guidelines and regulations, our Senior Appraiser is Certified with the American Society of Appraisers.
Proprietary Process
We've developed a proprietary process that delivers fast, accurate, and detailed business valuation reports—at a fraction of the traditional cost.
Comprehensive Analysis
Our Valuations utilize a Market, Income and Asset Approach. Every valuation has six calculations on the Market Approach, two Calculations on the Income Approach. And one calculation on the Asset Approach.
Free Consultation
Free consultation to understand the purpose of the valuation and your company's markets, history and potential.
Cost Effective
Quality business valuations do not need to cost thousands of dollars. We are the proof.
30 Years Experience
30 Years of business valuation and mergers & acquisition experience.
Expert Certification
Our valuations are performed by a qualified expert and meet all IRS guidelines and regulations, our Senior Appraiser is Certified with the American Society of Appraisers.
Proprietary Process
We've developed a proprietary process that delivers fast, accurate, and detailed business valuation reports—at a fraction of the traditional cost.
Comprehensive Analysis
Our Valuations utilize a Market, Income and Asset Approach. Every valuation has six calculations on the Market Approach, two Calculations on the Income Approach. And one calculation on the Asset Approach.
Free Consultation
Free consultation to understand the purpose of the valuation and your company's markets, history and potential.
Cost Effective
Quality business valuations do not need to cost thousands of dollars. We are the proof.
30 Years Experience
30 Years of business valuation and mergers & acquisition experience.
Expert Certification
Our valuations are performed by a qualified expert and meet all IRS guidelines and regulations, our Senior Appraiser is Certified with the American Society of Appraisers.
Proprietary Process
We've developed a proprietary process that delivers fast, accurate, and detailed business valuation reports—at a fraction of the traditional cost.
Comprehensive Analysis
Our Valuations utilize a Market, Income and Asset Approach. Every valuation has six calculations on the Market Approach, two Calculations on the Income Approach. And one calculation on the Asset Approach.
Free Consultation
Free consultation to understand the purpose of the valuation and your company's markets, history and potential.
Cost Effective
Quality business valuations do not need to cost thousands of dollars. We are the proof.
30 Years Experience
30 Years of business valuation and mergers & acquisition experience.
Expert Certification
Our valuations are performed by a qualified expert and meet all IRS guidelines and regulations, our Senior Appraiser is Certified with the American Society of Appraisers.
Proprietary Process
We've developed a proprietary process that delivers fast, accurate, and detailed business valuation reports—at a fraction of the traditional cost.
Comprehensive Analysis
Our Valuations utilize a Market, Income and Asset Approach. Every valuation has six calculations on the Market Approach, two Calculations on the Income Approach. And one calculation on the Asset Approach.
Free Consultation
Free consultation to understand the purpose of the valuation and your company's markets, history and potential.
Cost Effective
Quality business valuations do not need to cost thousands of dollars. We are the proof.
30 Years Experience
30 Years of business valuation and mergers & acquisition experience.
Meeting Your Valuation Needs for Various Purposes
Meeting Your Valuation Needs for Various Purposes
Our Commitment
About Our Valuations
At Stonebridge Advisory, our business valuations are designed to meet rigorous professional standards and IRS compliance guidelines. All reports are prepared using traditional approaches to value, fully adhering to the Uniform Standards of Professional Appraisal Practice (USPAP) and conforming to IRS Revenue Ruling 59-60. Our valuations are performed by a qualified expert with 30 years of experience in the capital markets. Daniel P. O’Connell, our Senior Appraiser, is certified with the American Society of Appraisers (AM, BV), ensuring every report is both accurate and defensible. All reports are thorough, covering every traditional valuation procedure. We offer a consultation to understand your valuation purpose and explain which report best meets your needs. From there, you choose the valuation that fits your goals and budget. Call us today to discuss your valuation needs.
At Stonebridge Advisory, our business valuations are designed to meet rigorous professional standards and IRS compliance guidelines. All reports are prepared using traditional approaches to value, fully adhering to the Uniform Standards of Professional Appraisal Practice (USPAP) and conforming to IRS Revenue Ruling 59-60. Our valuations are performed by a qualified expert with 30 years of experience in the capital markets. Daniel P. O’Connell, our Senior Appraiser, is certified with the American Society of Appraisers (AM, BV), ensuring every report is both accurate and defensible. All reports are thorough, covering every traditional valuation procedure. We offer a consultation to understand your valuation purpose and explain which report best meets your needs. From there, you choose the valuation that fits your goals and budget. Call us today to discuss your valuation needs.
At Stonebridge Advisory, our business valuations are designed to meet rigorous professional standards and IRS compliance guidelines. All reports are prepared using traditional approaches to value, fully adhering to the Uniform Standards of Professional Appraisal Practice (USPAP) and conforming to IRS Revenue Ruling 59-60. Our valuations are performed by a qualified expert with 30 years of experience in the capital markets. Daniel P. O’Connell, our Senior Appraiser, is certified with the American Society of Appraisers (AM, BV), ensuring every report is both accurate and defensible. All reports are thorough, covering every traditional valuation procedure. We offer a consultation to understand your valuation purpose and explain which report best meets your needs. From there, you choose the valuation that fits your goals and budget. Call us today to discuss your valuation needs.
For questions or to discuss your valuation needs, please call us today.
For questions or to discuss your valuation needs, please call us today.
For questions or to discuss your valuation needs, please call us today.
Delivering Confidence, Accuracy & Value
Delivering Confidence, Accuracy & Value
Delivering Confidence, Accuracy & Value
Stonebridge Advisory’s Senior Appraiser
Stonebridge Advisory’s Senior Appraiser
Stonebridge Advisory’s Senior Appraiser
Stonebridge Advisory’s Senior Appraiser At Stonebridge Advisory, we pride ourselves on professionalism, expertise, accuracy, reliability, timeliness, and independence. Our certified valuations are thoughtful, straightforward, and fully compliant with professional standards and ethical guidelines. We deliver accurate and dependable appraisals grounded in thorough research, detailed analysis, and proven methodology. All client data is kept strictly private and confidential. Valuations are typically completed within 3 to 10 business days, depending on the selected package.
Stonebridge Advisory’s Senior Appraiser At Stonebridge Advisory, we pride ourselves on professionalism, expertise, accuracy, reliability, timeliness, and independence. Our certified valuations are thoughtful, straightforward, and fully compliant with professional standards and ethical guidelines. We deliver accurate and dependable appraisals grounded in thorough research, detailed analysis, and proven methodology. All client data is kept strictly private and confidential. Valuations are typically completed within 3 to 10 business days, depending on the selected package.
Stonebridge Advisory’s Senior Appraiser At Stonebridge Advisory, we pride ourselves on professionalism, expertise, accuracy, reliability, timeliness, and independence. Our certified valuations are thoughtful, straightforward, and fully compliant with professional standards and ethical guidelines. We deliver accurate and dependable appraisals grounded in thorough research, detailed analysis, and proven methodology. All client data is kept strictly private and confidential. Valuations are typically completed within 3 to 10 business days, depending on the selected package.
For questions or to discuss your valuation needs, please call us today.
Daniel P. O’Connell, AM, BV Senior Appraiser, Stonebridge Advisory, Inc.
For questions or to discuss your valuation needs, please call us today.
Daniel P. O’Connell, AM, BV Senior Appraiser, Stonebridge Advisory, Inc.
For questions or to discuss your valuation needs, please call us today.
Daniel P. O’Connell, AM, BV Senior Appraiser, Stonebridge Advisory, Inc.
Our Reviews
Our Reviews
Our Reviews
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.