Strategic Partners

At OakStone Valuation Group, we work collaboratively with trusted professional advisors to deliver independent, defensible business valuations and exit planning solutions for business owners. Our work is designed to enhance, not replace the core advisory role of our partners while reducing risk and improving outcomes in complex financial situations.

As a CVA-led valuation firm, OakStone supports financial advisors, attorneys, and CPAs with valuation analyses that meet recognized professional standards and stand up to scrutiny from buyers, lenders, courts, and taxing authorities.

Supporting Business Owner Clients Before, During, and After Liquidity Events

Financial Advisors

Financial advisors increasingly serve business owners whose largest asset is their privately held business. Partnering with a Certified Valuation Analyst® (CVA®) allows advisors to gain earlier insight into valuation and exit timing—well before a transaction forces assets to move.

OakStone Valuation Group supports financial advisors by:

  • Providing independent business valuations to establish baseline value and track exit readiness

  • Identifying value drivers, risks, and concentration issues that impact long-term wealth planning

  • Supporting exit planning and transaction modeling to align business value with personal financial goals

  • Helping advisors retain and grow AUM by integrating valuation and exit planning upstream

By working with a CVA, financial advisors can deepen relationships with business owner clients, reduce surprises at liquidity events, and deliver more comprehensive wealth strategies.

Attorneys – M&A, Tax, Estate, and Divorce

Valuation Expertise That Withstands Scrutiny

Attorneys rely on valuation conclusions that are objective, well-documented, and defensible. Whether the matter involves a transaction, dispute, or tax reporting, partnering with a CVA-credentialed valuation firm helps reduce risk and strengthens legal positions.

OakStone Valuation Group works closely with attorneys to provide:

  • Independent business valuations for mergers and acquisitions, buy-sell agreements, and ownership transfers

  • Gift and estate tax valuations aligned with IRS guidance, including Revenue Ruling 59-60

  • Divorce and shareholder dispute valuations prepared with litigation support considerations in mind

  • Clear documentation of methodology, assumptions, and discounts appropriate for the specific purpose

Our valuation work is structured to support attorneys in negotiations, filings, and proceedings where credibility and methodological discipline are critical.

Independent Valuations That Complement Tax and Advisory Services

CPAs and Accounting Firms

CPAs are often the first professional business owners turn to when faced with valuation-related questions. Partnering with a CVA-led valuation firm allows CPAs to deliver specialized valuation expertise while maintaining independence and professional separation.

OakStone Valuation Group supports CPAs by:

  • Providing independent business valuations for tax reporting, planning, and compliance

  • Supporting gift and estate planning, succession planning, and shareholder transactions

  • Assisting with exit planning and transaction preparation for closely held businesses

  • Delivering valuation reports that integrate cleanly with tax filings and advisory work

Our role is to complement, not compete with CPA relationships by providing valuation analyses that are technically sound, clearly communicated, and aligned with professional standards.

Across all partner relationships, OakStone Valuation Group delivers:

  • CVA-credentialed expertise backed by NACVA professional standards

  • Independence and objectivity required in high-stakes financial matters

  • Clear, defensible valuation conclusions suitable for transactions, tax, and litigation

  • A collaborative approach that enhances advisor-client relationships

We view our partners as an extension of the advisory team, providing valuation and exit planning insights that support better decisions and stronger outcomes for business owners.

Why Professional Advisors Partner with OakStone

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