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About Us

OUR TEAM

Dan O’Connell - President Stonebridge Advisory, Inc

Dan O’Connell, Principal
[email protected] | Phone: (626) 866-3317

Dan O’Connell has been active in selling businesses and providing business valuations for over 30 years. With a strong background in corporate finance, investment banking, financial analysis and business strategies, Dan has been active in the mergers and acquisitions area representing privately-owned businesses with $5 million to $100 million in sales. Dan has worked in manufacturing, distribution, retail, business services, technology and food industries.
Dan has provided companies all over the United States with professional business appraisals. Dan is a member of American Society of Appraisers (ASA), the premier national organization known for its dedication to ethics and education.

 

Stonebridge - USA valuation services
Ryan O’Connell, Managing Partner

Ryan O’Connell, Principal
[email protected] | Phone: (626) 866-3317

Ryan has a background in sales and business development having worked with large U.S. companies as well as small businesses. Ryan co-founded Stonebridge Advisory Inc. and incorporates IRS Revenue Ruling 59-60 guidelines that meet the IRS’s Qualified Valuation status for business valuations. Ryan has produced hundreds of business valuations in the manufacturing, retail, distribution, professional, and service sectors and has a strong knowledge base in accounting, financial statements and business valuations.

Ryan has provided business valuations for various purposes including buying or selling a business, partner buy-sell situations, business planning and a review of value creation, gifting for tax or transfer purposes, succession planning, economic loss, issuing 409 (A) stock options, estate planning, litigation and marital asset dissolutions.

Riley, Chief Morale Officer

Jordan Petersen, Head of Operating Logistics
[email protected] | Phone: (626) 421-7507
Jordan oversees the streamlining of operations and processes of the company. He ensures that clients are taken care of and set up for success. Jordan onboards all new and existing clients, ensuring that all the necessary financials and pertinent information is in place. Jordan has been with Stonebridge Advisory for four years.

Riley, Chief Morale Officer

Riley has a great story with Stonebridge Advisory. He started working for Stonebridge Advisory in 2018 with very little experience, talk about an under dog! Now Riley is responsible for office morale and is even starting to learn the ropes of barketing.

Check Out Our Google Reviews

William Leirer
William Leirer
March 10, 2023.
Dan and the team at Stonebridge are incredible! Straight forward, honest and attentive. These folks are on top of It! I guess I just got lucky when I found them online. After talking with a few other companies and doing a bunch of research I went back and read the many 5 star Google reviews for Stonebridge and immediately called Dan. He knew exactly what I need with the appraisal/valuation of my business and I just knew I had found the right company! My wife is an attorney and after the wonderful experience we had working with Stonebridge she has since added them to her trusted list of go to companies and now refers Stonebridge to all her clients that need business valuation assistance! When it comes time to sell my current company, I will definitely use them again.
Sam Leiaghat
Sam Leiaghat
January 25, 2023.
Stonebridge Advisory has been such a pleasure to work with. We have now worked with them twice and will be back if needed. They are extremely professional and work quickly to get the job done. I would highly recommend them to anyone!
Jason Baacke
Jason Baacke
December 13, 2022.
What a great experience with Ryan and his team. I was going though a bankruptcy and not only needed a good and valid business evaluation but had a time crunch also. Great communication and services as well as provided a great product and in the time I needed.
Lydia Martinez
Lydia Martinez
December 7, 2022.
Dan and everyone at Stonebridge Advisory are absolutely incredible. I needed a valuation for my start-up, and I am beyond impressed with the knowledge, experience, professionalism, and friendliness. It was honestly a feat to find the right company to prepare our valuation in a timely manner. I could not be happier with Stonebridge.
Elizabeth Jonas
Elizabeth Jonas
November 29, 2022.
Dan and Ryan, both highly professional and experienced. They took complete information and made a valuation on my e-business that was extremely accurate and fair. Very pleased with the value and service they provided, would recommend this company.
Bev Harter
Bev Harter
October 13, 2022.
I highly recommend Dan and Stonebridge Advisory. I contacted them regarding trust business, and found both Dan and Ryan to be professional, thorough, friendly, interested; they even perused our website. After sending in all the requirements (records, etc.) and after an intensive interview personally, our company valuation was delivered in three days! This experience has been very gratifying, and I will definitely recommend their firm to family and colleagues.
Anthony D
Anthony D
September 7, 2022.
Ryan and the team are the best. No hesitation in using them. Professional and responsive!
Walt Wilson
Walt Wilson
June 22, 2022.
Great products at a fair price. Quick and accurate turn arounds. We have used them several times. Very impressed.
Kris Lockie
Kris Lockie
June 16, 2022.
We contacted Stonebridge Advisory for a Business Valuation we needed in a big hurry. The O'Connell's were extremely professional, helpful, and issued a very impressive and complete Business Valuation in just 3 days. We will definitely be using Stonebridge Advisory for ALL of our future valuation needs, and wish every company provided the level of service they do. - Marshall Law Office
Louis Peck
Louis Peck
May 27, 2022.
Dan was excellent to work with. He was consistently available when needed, met my tight timeline (which changed unexpectedly during the process), and provided a detailed analysis of the company valuation that incorporated things very unique to our business and industry.
Google rating score: 5 of 5, based on 51 reviews

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