Trusted Valuation Advisor for Complex Situations
Strategic Valuation Group provides independent business valuations, intangible asset appraisals, complex securities modeling, and real property opinions for high-net-worth families, corporate leaders, and legal advisors.
200+
Years Combined Experience
20+
Team Members
18
Years In Operation
3,000+
Valuations Completed
What We Offer
A wide range of valuation services to meet every client need:
Estate Planning and Tax
We provide sound, defensible valuations to business owners and high net worth individuals for tax purposes.
Learn more →ESOP’s
Employee Stock Ownership Plans. We provide expert valuations for the establishment, financing, and ongoing pricing of ESOP shares.
Learn more →Financial Reporting
Our valuation specialists possess in-depth knowledge of financial reporting valuation requirements.
Learn more →Litigation Support
We provide expert testimony related to a broad range of legal matters involving valuation.
Learn more →Transaction Advisory
Our valuations provide transaction opinions to principals, to assist in fulfilling fiduciary duties and curtailing risk.
Learn more →Real Property
Our in-house team of professionals are experts in appraising commercial and residential properties.
Learn more →Who We Are
Strategic Valuation Group provides independent valuation advisory services for corporate and private client purposes using industry best practices and cutting-edge analytical techniques.
We are the trusted valuation advisor for attorneys, accountants, corporate executives, private equity investors, and high-net-worth individuals across the United States. Our valuation opinions are the result of thoughtful, rigorous analyses designed to withstand the highest levels of scrutiny.
Court-Tested Experts
Qualified in CA Superior Court, Federal District Court, and U.S. Bankruptcy Court.
Elite Credentials
In-house staff holding recognized ASA, CFA, CPA/ABV, MAI, and CVA designations.
IRS & DOL Defense
Proven track record defending complex valuation methodologies before federal regulators.
100% Independent
Conflict-free, objective opinions delivered strictly to protect fiduciaries and boards.
Meet the Leaders
Our team has extensive experience valuing businesses, business interests, intangible assets, complex securities, and real estate related entities and assets.
Scott DeFreest
Managing Director15+ years of business valuation experience, assisting in oversight of firm strategic and business development efforts across corporate planning, tax, and real property.
Robert Weinstock
Founder & AdvisorFounder and Advisor with 30+ years in business valuation, real property appraisal, and trial-tested expert witness testimony in federal and state courts.
Josh Booth
Managing DirectorManaging Director specializing in ASC 805 purchase price allocations, ASC 350/360 goodwill impairment, ASC 718 stock compensation, and complex securities.
Need an Independent, Defensible Valuation Opinion?
Whether you are planning an estate transition, structuring a corporate transaction, resolving a litigation dispute, or fulfilling financial reporting requirements, our senior directors provide conflict-free, court-tested guidance.