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Talented Professionals Delivering Independent Valuation Opinions

Strategic Valuation Group provides independent valuation advisory services for corporate and private client purposes using industry best practices and cutting-edge analytical techniques.

OUR PRACTICE

Independent & Defensible Advisory Since Inception

We are the trusted valuation advisor for attorneys, accountants, corporate executives, investors, entrepreneurs, and high-net-worth individuals. Our valuation opinions are the result of thoughtful and rigorous analyses designed to withstand the highest levels of scrutiny.

Our valuation experts are qualified to provide expert testimony in California Superior Court, Federal District Court, and before the U.S. Bankruptcy Court. We have also successfully represented the interests of our clients before the IRS and the Department of Labor.

EXCELLENCE IN PRACTICE

Recognized Professional Credentials

Our in-house staff hold premier credentials across appraisal, accounting, finance, and law.

Appraisal & Valuation

  • ASA โ€“ Accredited Senior Appraiser (American Society of Appraisers)
  • CBA โ€“ Certified Business Appraiser (Institute of Business Appraisers)
  • CVA โ€“ Certified Valuation Analyst (NACVA)

Accounting & Finance

  • CPA โ€“ Certified Public Accountant (Licensed by AICPA / CBA)
  • ABV โ€“ Accredited in Business Valuation (AICPA)
  • CFA โ€“ Chartered Financial Analyst (CFA Institute)

Legal & Real Estate

  • JD โ€“ Juris Doctor (California State Bar Admissions)
  • MBA โ€“ Master of Business Administration
  • CGREA โ€“ Certified General Real Estate Appraiser
OUR VALUATION PRACTICE LEADERS

Meet the Team

Our seasoned professionals bring decades of combined experience across business valuation, intangible assets, complex securities, and real estate appraisal. Click any advisor to view their full biography.

Scott DeFreest

Scott DeFreestMBA

Managing Director

15+ years of business valuation experience, assisting in oversight of firm strategic and business development efforts across corporate planning, tax, and real property.

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Robert M. Weinstock

Robert M. WeinstockJD, CBA, CVA, CGREA

Founder & Advisor

Founder and advisor of SVG with over 30 years in business valuation, real property appraisal, and trial-tested expert witness testimony in federal and state courts.

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Josh Booth

Josh BoothCPA/ABV

Managing Director

11+ years providing valuation advisory services specializing in ASC 805 purchase price allocations, ASC 350/360 impairment, ASC 718, and complex securities modeling.

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Andrรฉs Ochoa

Andrรฉs OchoaCFA

Director

7+ years providing valuation advisory services to publicly traded, privately held, and portfolio companies for intangible assets and complex securities.

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Nikki Berg

Nikki Berg

Manager

8+ years specializing in business enterprise valuations and undivided fractional interests in real property for estate planning and gift tax.

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Karen Causey

Karen Causey

Senior Real Estate Appraiser

Senior appraiser valuing commercial, retail, office, industrial, multi-family, special use, and probate real property assets.

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Kelli Bidinger

Kelli Bidinger

Project & Office Manager

20+ years of professional administration experience managing firm operations, human resources, project workflows, and client onboarding.

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Pam Weinstock

Pam Weinstock

Real Estate Appraiser

Real estate appraiser specializing in commercial, luxury residential estates, and fractional undivided interest valuations.

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Marco Ortiz

Marco Ortiz

Financial Analyst

Conducts financial modeling, economic benchmarking, capitalization rate analyses, and valuation computations.

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Collin Kanyuck

Collin Kanyuck

Financial Analyst

Performs financial statement analysis, public company multiples, transaction research, and DCF modeling.

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Melissa Cohen

Melissa Cohen

Administrative Assistant

Coordinates engagement administration, report production, client records, and advisory practice operations.

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Hudson Schmucker

Hudson Schmucker

Associate

Assists senior practice directors with market research, industry data analysis, capitalization tables, and valuation support.

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Need an Independent Valuation Advisory Opinion?

Whether you are planning an estate transition, structuring a transaction, resolving litigation, or fulfilling financial reporting requirements, our senior directors provide independent, court-tested guidance.