About Us
Our Story
Throughout my career across diverse industries, I've had the privilege of working alongside business owners and their trusted advisors during pivotal moments that shape the future of their companies. Whether it's a succession plan, a strategic transaction, or growth planning, I've witnessed firsthand the passion, dedication, and ingenuity that drives entrepreneurs to build something meaningful.
These experiences moved me to establish our firm with a singular focus: providing business owners and their advisors with valuations they can trust and insights they can act on.
About NACVA® and the CVA® Designation
The National Association of Certified Valuators and Analysts® (NACVA®) is one of the most respected and widely recognized professional organizations in the business valuation and financial advisory profession. Founded in 1991, NACVA has established itself as a leading authority in valuation education, credentialing, and professional standards, serving thousands of practitioners across the United States and internationally.
NACVA is widely regarded for its rigorous credentialing requirements, ongoing professional education standards, and leadership in advancing best practices in business valuation, litigation support, financial forensics, and advisory services. The organization maintains close alignment with key valuation authorities, including IRS Revenue Ruling 59-60, USPAP, and generally accepted valuation methodologies used by courts, regulators, lenders, and transaction professionals.
Certified Valuation Analyst® (CVA®)
The Certified Valuation Analyst® (CVA®) designation is NACVA’s flagship credential and is considered one of the premier professional designations in the business valuation industry. The CVA designation is held by valuation professionals who have demonstrated advanced technical competence, practical valuation experience, and a commitment to the highest standards of professional integrity.
Why NACVA and the CVA Matter
In an industry where valuation conclusions must withstand scrutiny from regulators, taxing authorities, lenders, and opposing experts, the NACVA and CVA designation represent a commitment to independence, objectivity, and methodological discipline. Engaging a CVA-credentialed professional provides confidence that valuation conclusions are grounded in accepted standards, supported by thorough analysis, and prepared with the level of care expected in high-stakes financial decisions.
Who We Serve
As a boutique firm, we offer white-glove service to business owners navigating critical decisions, as well as to the strategic advisors who counsel them. We understand that a business valuation is rarely just a number on a page—it's a tool for making informed decisions about the legacy you've built and the future you're creating. Whether you're a business owner planning your next chapter or a professional advisor seeking a valuation partner who understands the nuances of your client's needs, we're here to deliver clarity, precision, and peace of mind.
Our Purpose
Independent & Objective : We provide unbiased valuations that stand up to scrutiny, free from conflicts of interest.
Advisor-Integrated : We work seamlessly with your existing team of financial planners, CPAs, estate and tax attorneys, and M&A professionals, understanding that exceptional outcomes require collaboration.
Defensible by Design : Our valuations are thoroughly documented and methodologically sound, prepared to withstand regulatory review, litigation, or transaction due diligence.
What They Say About Us
4.9 stars by 300 customers
“OakStone provided a clear, well-supported valuation that fit seamlessly into our tax planning strategy. Their thorough analysis gave our clients confidence and clarity.”
— 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., Attorney