At Stonebridge Advisory, our mission is simple: to make professional business valuations both affordable and accessible. Historically, valuations have been an expensive, time-consuming, and an overly complex process. We’re here to change that.

While we leverage technology to streamline certain aspects of our work, we believe that hands-on communication is essential. We take the time to understand the finer details of your business—its history, operations, and financials—so our valuations reflect the true picture of your company’s worth.

Our clients range from small family-owned businesses generating under $1 million in revenue to larger enterprises exceeding $100 million. Medium to large estates especially benefit from our cost structure. Traditionally, estates with multiple entities and real estate holdings face extremely high valuation costs for estate planning, gifting, and compliance purposes. With Stonebridge Advisory, we deliver those valuations at a fraction of the typical cost—without sacrificing accuracy or credibility.

All of our valuations are IRS-compliant, prepared by a Certified Appraiser, and backed by the highest professional standards. Our reports are designed to stand up to scrutiny and can be confidently defended when needed.

Stonebridge Advisory is proud to lead the industry in cost-effective, high-quality business valuations that put our clients first.