Check Out Our Google Reviews
May 3, 2021.
These guys are the best. I am a startup Founder and I needed to make my first hire quickly and needed a 409A FAST. I also did not want to spend a fortune on valuing a pre-seed stage startup like ours. They exceeded all expectations - reasonable price, quick, and thorough.
November 24, 2020.
I have nothing but praise for the valuation service provided by Stonebridge Advisory. My first project for them involved essentially four valuations as of different vesting dates for shares held by a US executive in a company based in China (PRC). Dan and Ryan quickly took in the information we provided and very efficiently, effectively and timely provided valuations of excellent quality that will be used to support the client's position for tax purposes. I have since referred another client, a development stage company, for a 409A valuation. All of my interactions with Dan and Ryan gave me high confidence in their ability to provide a high quality product in a timely manner. I highly recommend their services and will be using them as my go-to source for valuations for all of my clients who may need them, whether for 409A or other business valuations.
August 7, 2020.
I really enjoyed working with Dan and Ryan. The valuation process was painless and efficient. I very much appreciated the strategic discussion halfway through the valuation process so that they could best meet our needs. In addition to the valuation, the financial metrics provided insight to improve our firm going forward. Stonebridge provides a lot of value to their clients and I will be coming back every year.
June 12, 2020.
The service I received through commissioning a valuation through Ryan and Dan was exceptional. Fast, accurate and detailed. Great value to me and my business to identify our true worth. It is not biased to make you feel good about your business. It is real. Well worth double the price if not triple. Thank you Ryan and Dan.
Kapri Law Firm
May 16, 2020.
They are excellent! Fast, reliable and helpful! I’m so happy we found them. I would give them 10 stars!
May 16, 2020.
We engaged Stonebridge Advisory for a valuation of one of our subsidiaries. We were very pleased with the services. The company was thorough in its diligence, accurate in its assessment and independent in its findings. Also, Stonebridge Advisory was prompt and professional. I highly recommend this group of deeply experienced individuals for any valuations needed. We will certainly engage Stonebridge Advisory again in the future.
April 25, 2020.
We are a growth company with positive year-over-year growth. We reached out to Stonebridge for an independent valuation/appraisal for our business. We received an exceptional and professional service from Stonebridge. Dan is a seasoned professional with extensive background. I highly recommend Stonebridge Advisory.
April 6, 2020.
Dan was fantastic and has the credentials we were looking for. He took the time to really understand the project came through with an extremely detailed report. Highly recommend Dan and his team - they provided an excellent value.
March 30, 2020.
It was an absolute pleasure to work with Stonebridge. Not only were they very professional in explaining the valuation process but they also genuinely cared about and took the time to learn about our business.
February 14, 2020.
Did you ever try to look for someone to help with valuing your business? If so, you probably hunted around town contacting different CPA firms, just to be quoted an outrageous price and made to feel like you are an inconvenience. Uh is right! Well you have found a home at Stonebridge! True professionals that specialize in valuations, that want your business, make you feel valued, provide a product superior to any local CPA firm, for an extremely fair fee! And on top of that, the wait is only days, not months for your valuation. I highly recommend Stonebridge and can't wait to use their services again!