Kelly and Michael are Certified Valuation Analysts (CVA) as designated by the National Association of Certified Valuators and Analysts. We provide business valuations for divorces, partner buy-outs/ins, potential transactions, estate taxes, business/exit planning and bank financing from our offices in Washington and California. 

Our Western Washington Office is based on Bainbridge Island. We provide business valuations services in the Greater Puget Sound region including the communities of Seattle, Kitsap County, Bainbridge Island and Poulsbo.

Through our Los Angeles County office in Woodland Hills, we provide business valuation services throughout the San Fernando Valley and greater Los Angeles region including the communities of Woodland Hills, Calabasas, West Hills, Tarzana, Canoga Park, Encino, Van Nuys, Reseda, Winnetka, Sherman Oaks, Northridge, Westlake Village, North Hollywood, Burbank, Thousand Oaks, and Pasadena.

Our firm provides well-documented valuation reports for privately held companies with annual revenues ranging from $200,000 to $20 million. All valuations consider the Asset-based, Income and Market approaches to valuing a business and are done in accordance with the professional standards of the National Association of Certified Valuators and Analysts (NACVA).

A sampling of valuations completed include:

Manufacturing/ Wholesale/ Agriculture

• Cannabis Growers
• Coffee Roasters
• Food Processors – Butchers, Sausage and Meat Products, Smoked Salmon
• Manufacturers – Cabinets, Rod and Reel Component Parts, Specialized Industrial Tools, Wood Products
• Oyster Farmer
• Wholesalers – Fruit and Berries, Herbal Supplements, Eyewear, Semiconductors
• Wineries

Service Providers

• Architecture Firms
• Caterers
• Consulting Firms –Engineering, Environmental, Global Trade, Management Consulting, Market Research
• Freight Forwarder
• IT Service and Maintenance Company
• Internet Service Provider (ISP)
• Insurance Agencies
• Moving, Towing and Trucking Companies
• Property Management Companies
• Singles Club
• Staffing Services
• Trucking
• Yacht Broker and Management Company

Retailers and Instructors

• Retailers – Brewing Supplies, Candy, Grocery Stores, Medical Supplies, PCs and Electronics, Specialty, Paint Stores,  Sporting Goods, Toys
• Dance Studio
• Restaurants and Bars
• Schools – Montessori and Special Needs

Contractors and Design/Build 

• Design and Build – Architectural Glass, Industrial Custom Metal Parts
• Design, Build and Install – Electronic and Neon Signs, Magnetic Walls Security Systems, Sewn Prototypes
• Contractors & Trades – Commercial Security Systems, Electricians, HVAC Companies, Industrial Excavators and Pile Drivers, Landscapers, Residential Construction, Roof and Gutter Installers

Veterinary, Medical & Related

• Assisted Living and Skilled Nursing Facility
• Mental Health Practices
• Medical Practices – Chiropractic, Ophthalmology and Primary Care
• Veterinarians and Animal Clinics