Valuation Firms

Westlake Securities

Westlake Securities is a leading provider of valuation services to private companies for the purpose of IRC 409A and FAS 123(R) [now ASC Topic 718] compliance. Westlake has performed valuations on companies across a broad range of industries. These companies range in size and development from pre-revenue to $400 million in annual revenues. The background of Westlake Securities as an investment bank focused on serving emerging growth and middle market companies translates into rapid, high quality execution for the firm’s financial advisory clients as a result of Westlake’s broad experience with venture-backed and private equity sponsored companies. Here is a concise overview of Westlake’s valuation process, methodologies, and frequently asked questions in regards to this type of valuation.

Axiom Valuations

Axiom Valuation Solutions is an expert business valuation services firm. We have significantly re-engineered traditional valuation processes to achieve an unbeatable combination of accuracy, consistent high quality, transparency, speed, and cost-effectiveness for our business valuation services. We have leveraged technology, expert systems, advances in industry data and modeling, and the latest financial research to become the best value in business valuation.

We meet almost every valuation need with our standard services, including signed appraisals for IRS filings. In addition, we provide custom services for more complex situations.

Ringel Kotzin

Ringel Kotzin Valuation Services is Arizona's largest independent business valuation firm. We offer full-service expertise in business valuation, fractional interest valuation, real estate appraisal and M&A advisory services from offices in Phoenix and Las Vegas.

Four of the 26 Arizona business valuation professionals who hold the ASA (Accredited Senior Appraisers) designation (as of December 2007) are found at Ringel Kotzin Valuation Services.

Strategic Equity Group

Strategic Equity Group ("SEG" or the "Firm") provides investment banking and valuation advisory services to middle market companies.

SEG provides the service that you would expect from a boutique firm, and the experience and expertise usually only found in larger firms. We are a relationship driven, results oriented firm that specializes in many areas of business valuation and advisory.

At SEG, we are committed to helping our Clients achieve their goals while exceeding their expectations. Experience, integrity, results … not an empty promise, but the attributes that are put to work for you when you retain the services of the Firm.

Marcus + Thompson

Marcus + Thomsen provides business valuation, economic analysis, and litigation support services to companies and their executives, professionals, and government entities. The firm’s professionals have the experience and education necessary to identify and frame valuation and economic issues, perform sophisticated and comprehensive analysis, respond efficiently and effectively to client needs, and present opinions and conclusions in a concise and compelling manner. The practice includes PhDs, JDs, and MBAs in the disciplines of business, finance, law, marketing, management, and psychology. Professional designations include Chartered Financial Analyst (CFA) and Accredited Senior Appraiser (ASA).

RGL

From our 21 worldwide offices, our professionals evaluate claims in insurance and litigation, assess economic damages, determine business value, provide expert witness testimony and advise on related issues.

We provide our services to insurance companies, independent claims adjusters, lawyers, corporate and governmental entities, shareholders, and individuals. We establish the real facts and figures, wherever they are hidden and whatever is being claimed.

Unlike most accounting firms, RGL works exclusively in forensic accounting and consulting.  This tight focus enhances RGL's professional knowledge and skills and greatly reduces the risk of conflict of interest.

Center Point Valuations

Center Point specializes in valuing businesses & business interests ranging from stock options to the sale of an entire company. The type of assets we value range from common stock to intangible assets.
Our appraisals meet IRS, SEC and FASB standards in an increasing regulatory environment.

Omega Valuations

Omega Valuations, Inc. is a financial consulting practice specializing in business valuations, business appraisals, financial consulting and litigation support. We are based in the San Francisco Bay area of Northern California and accept business valuation and financial consulting engagements from all areas of the United States.

Santa Fe Capital Group

We have raised more capital for more entrepreneurs than any other similar investment banking firm.