Services
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.
Buy-Sell & Ownership Transitions
Buy-Sell & Ownership Transitions for all business owners and advisors.
Exit Planning & Advisor Support
Exit Planning & Advisor Support for sell-side, and strategic acquisition decisions.
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
Frequently 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.
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., Attorney