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Stonebridge Advisory

Business Valuations and Mergers & Acquisitions for 35 Years.

USPAP Compliant Valuations
Providing Confidence & Value

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.  


Our in-depth professional reports are IRS Revenue Ruling 59-60 compliant and meet the Uniform Standards of Professional Appraisal Practice. We pride ourselves on delivering professional valuation reports in a timely, efficient and cost-effective process.


We offer business valuations starting at $795. Our process is streamlined to bring traditional but affordable valuations to all companies. Call us to discuss your precise valuation needs. (626) 866-3317

Meeting Your Valuation Needs for the Following Purposes

  • Sale/Acquisition

  • Buy-Sell Agreement

  • Recapitalization

  • Issuing Stock (409a)

  • Patents, IP

  • Fund Buy-Sell

  • Shareholder Disputes

  • Fairness Opinion

  • Litigation

  • License, Royalties

  • Gift or Assets Transfers

  • Succession Planning

  • Economic Loss

  • Marital Asset Dissolution

  • Purchase Price Allocation

Representing Privately-Owned Businesses For Sale
Offering Strategic Insight and Experience

When selling your business, it can be a complicated process with many decisions to make along the way. Stonebridge has sold businesses for twenty-five years and has learned many things about selling companies that allows us to sell business at the upper range of value. Our process allow business owners to focus on their business. 


Stonebridge is unique in that as part of the engagement we provide consulting services to prepare companies for sale and build value throughout the selling process.

M & A
Nathan B. - President & CEO, Common Apparel 

"Stonbridge Advisory provided a business valuation for us that was used for tax planning purposes, and also to get an idea of what our value might be in case of an eventual sale. They paid attention to details, communication was excellent, and the valuation report that was provided was clear and easy to understand. Data in the report was accurate and their summary and final established value made sense. The turn around and response time was very fast. I highly recommend them.”

Kenneth H. - CEO, A & E Auto

"Dan was very easy to work with and patient, he answered all of my questions, prior to working with him. The Standard Report for $495 was more than sufficient. Stonebridge has the best pricing I have found, I will use them again at the year end."

Jordan A. - CFO, Spectrum Industries

"We used Stonebridge Advisory pre-sale of our company. Dan was professional, knowledgeable and efficient. The fair market value report was exactly what we needed and it had plenty of supporting documents. We kept Dan on to help us negotiate the sale of our company as well and we are glad that we did."

Tom W. - CEO, Rockport Transportation

"Stonebridge made this process a breeze, we sent over our financial statements and had a 21 page report in two days. My CFO was very impressed with the quality and customization that we received. I have already recommended Dan and will continue to do so."

Need more details? Contact us

We are here to assist. Contact us by phone, email or live chat.

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