Westlake Securities offers a diverse set of financial advisory services related to independent transaction review and corporate compliance objectives. Independent transaction review often culminates in the provision of an opinion regarding the fairness of a transaction to shareholders or an opinion regarding the post-transaction solvency of a company. Corporate compliance objectives can include financial reporting based upon the valuation of intangible assets acquired (FAS 141/142/144), portfolio valuation for hedge funds or private equity funds (FAS 157), as well as compliance with IRS statutes applicable to equity compensation plans (Section 409A).

Axiom Valuation Solutions is an expert business valuation services firm. We have significantly re-engineered traditional valuation processes to achieve an unbeatable combination of accuracy, consistent high quality, transparency, speed, and cost-effectiveness for our business valuation services. We have leveraged technology, expert systems, advances in industry data and modeling, and the latest financial research to become the best value in business valuation.

Center Point’s staff is comprised of full-time business valuation analysts with ASA, finance, and accounting backgrounds. We invest significant time and effort in attending seminars, courses, and certification programs to remain at the cutting edge of our profession.  Center Point’s President, Greg P. Tesone, has valued several hundred companies in industries such as manufacturing, services, and high-tech, for purposes such as taxation, transactions, and litigation.

Marcus + Thomsen provides business valuation, economic analysis, and litigation support services to companies and their executives, professionals, and government entities. The firm’s professionals have the experience and education necessary to identify and frame valuation and economic issues, perform sophisticated and comprehensive analysis, respond efficiently and effectively to client needs, and present opinions and conclusions in a concise and compelling manner. The practice includes PhDs, JDs, and MBAs in the disciplines of business, finance, law, marketing, management, and psychology. Professional designations include Chartered Financial Analyst (CFA) and Accredited Senior Appraiser (ASA).

Omega Valuations, Inc. is a financial consulting practice specializing in business valuations, business appraisals, financial consulting and litigation support. We are based in the San Francisco Bay area of Northern California and accept business valuation and financial consulting engagements from all areas of the United States.

We work independently and with other appraisers and accounting firms. We welcome referrals from firms that need to outsource valuation work or have conflicts preventing them from completing the work themselves. Please contact us to discuss the specifics of any referral engagements.