Unlock the True Value of Your Business
Providing independent, credentialed business valuation services to empower business owners and advisors with confidence and clarity.
Proven Results, Trusted Nationwide
Highlighting the measurable impact of our independent, defensible business valuations and advisory services for owners and advisors across the country.
500+
Valuations
Business Valuations Completed
150+
Partners
Advisory Partners Engaged
300+
Clients
Satisfied Clients Nationwide
50+
States
States that we Served
Business Valuation Services
OakStone provides objective, third-party valuations tailored for mergers and acquisitions, buy-sell agreements, SBA loan transactions, estate and tax planning, and exit strategies giving clients and advisors the clarity and confidence to make strategic decisions.
Certified Business Valuations
Objective CVA-prepared valuations for all business owners and advisors.
Mergers & Acquisitions Valuations
Supporting buy-side, sell-side, and strategic acquisition decisions.
SBA and Lender Related Transactions
Independent valuations to meet SBA underwriting and compliance standards.
Gift & Estate Tax Valuations
Valuations for trusts, estate planning, and gifting strategies.
Strategic Advisor Support
At OakStone Valuation Group, we partner with financial advisors, CPAs, and attorneys to provide independent, defensible business valuations and exit planning solutions. Our goal is to support your clients’ financial decisions while enhancing the advisory process, ensuring accuracy, transparency, and confidence in every valuation.
By collaborating with CVA-credentialed professionals, advisors gain early insights into business value, identify risks and opportunities, and strengthen client relationships through expert guidance tailored to complex financial situations.
OakStone Valuation Group provides independent business valuation services led by Certified Valuation Analysts® (CVA®), credentialed by the National Association of Certified Valuators and Analysts® (NACVA®). Our valuations adhere to recognized professional standards and are relied upon for transactions, tax planning, litigation support, and strategic decision-making.
Certified Valuation Analyst® (CVA®) – NACVA® Accredited
Delivering trusted, independent valuation insight for business owners and advisors nationwide.
OakStone combines independence, technical excellence, and advisor collaboration to provide clear, defensible business valuations. We empower clients and advisors to make informed financial and ownership decisions with confidence—always guided by our commitment to being independent, advisor-integrated, and defensible by design.
Our Purpose
Strategic Partners
We work alongside financial advisors, attorneys, and CPAs as a trusted valuation partner, providing CVA-credentialed business valuations and exit planning solutions that strengthen client relationships. OakStone’s independent, standards-based approach helps add value well before transactions occur and allows advisors to remain central to their clients’ most important financial decisions.
Discover how we deliver independent, defensible valuations.
Our advisor-integrated methodology ensures accuracy, compliance, and clarity. Learn how OakStone’s valuations support M&A, SBA loans, buy-sell agreements, and strategic planning nationwide.
Learn About Our Approach
What They Say About Us
“OakStone provided a clear, well-supported valuation that fit seamlessly into our tax planning strategy. Their thorough analysis gave our clients confidence and clarity.”
4.9 stars by 300 customers
— Sarah L., CPA“Working with OakStone was effortless. Their independent, defensible valuations allowed us to advise our clients confidently during complex ownership transitions.”
— Michael R., Financial Advisor“The OakStone team combines technical expertise with a practical approach. Their valuations were critical in supporting our clients’ estate and succession planning decisions.”
— Emily T., AttorneyFrequently Asked Questions
What services do you offer?
1
We provide independent, CVA-led valuations tailored to support transactions, ownership transitions, SBA loans, estate planning, and advisory decisions.
How do I get started?
2
Reach out via our contact form or schedule a consultation—we’ll guide you through the process step by step.
What makes you different?
3
We combine technical excellence with a collaborative, advisor-integrated approach. Our valuations are independent, defensible, and delivered with clarity.
How can I contact you?
4
You can reach us via our contact page or email—we typically respond within one business day.
Get In Touch
With Us
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