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Providing Business Valuation
and Financial Advisory Services
to Privately-Held and
Family-owned Companies for

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Business Products and Services

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Our Services

Business

Business Valuation

Credible business appraisals and valuations that can be relied on with complete confidence. 

Mergers

Mergers & Acquisitions

Comprehensive advice and representation for sellers and buyers of private companies. 

Strategic

Strategic Advisory

Review strategic alternatives and design successful business exit and liquidity strategies.  

Representative Clients

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Leadership Letter

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Testimonials

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- John Doe

Timberly Williams

Los Angeles

Los Angeles

445 South Figueroa Street
Suite 3100
Los Angeles, CA 90071

(213) 233-1100

San Diego

San Diego

350 10th Avenue
Suite 1000
San Diego, CA 92101

(858) 964-1985

Orange County

Orange County

18300 MacArthur Blvd
Suite 300
Irvine, CA 91612

(949) 214-2242

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