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.
What We Offer
A comprehensive suite of independent valuation advisory services designed to withstand the highest levels of scrutiny.
TAX & WEALTH ADVISORY
Estate Planning & Tax
We provide sound, defensible valuations to business owners and high-net-worth individuals for wealth transfer, family limited partnerships (FLPs), and tax planning purposes.
EMPLOYEE OWNERSHIP
ESOPs
Employee Stock Ownership Plans. We deliver expert, DOL- and IRS-compliant valuations for the initial establishment, financing, and ongoing annual pricing of ESOP shares.
FAIR VALUE & FASB
Financial Reporting
Our specialists possess deep knowledge of FASB fair value standards, easing auditor reviews for Purchase Price Allocations (ASC 805), Impairment (ASC 350), and Stock Compensation (ASC 718).
EXPERT TESTIMONY
Litigation Support
We provide expert witness testimony and consulting for complex legal disputes, shareholder dissolutions, marital dissolution, economic damages, and bankruptcy proceedings.
M&A & FIDUCIARY
Transaction Advisory
Our opinions provide crucial transaction guidance to corporate boards, fiduciaries, and principals—including fairness opinions, solvency opinions, and M&A financial modeling.
CERTIFIED APPRAISAL
Real Property
Our in-house team of certified staff appraisers delivers commercial, industrial, residential, and fractional interest appraisals across California, Nevada, and Arizona.
Who We Are
Strategic Valuation Group provides independent valuation advisory services for a wide range of 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, entrepreneurs, and high-net-worth individuals throughout the United States. Our seasoned experts hold numerous prestigious credentials related to the field of valuation.
Recognized Credentials
- ASA – Accredited Senior Appraiser
- CFA – Chartered Financial Analyst
- CPA / ABV – Certified Public Accountant / Accredited in Business Valuation
- MAI – Member of the Appraisal Institute
- CVA – Certified Valuation Analyst
Meet Our Leaders
Extensive, courtroom-tested experience valuing businesses, intangible assets, complex debt, and real property.
Rob Weinstock
Managing Member
Specializes in business enterprise valuations, estate and gift tax planning, transaction advisory, and litigation dispute consulting.
Scott DeFreest
Member
Leads real estate appraisal services across commercial, residential, and fractional interest properties with extensive regional expertise.
Josh Booth
Managing Director
Expertise in complex financial reporting (ASC 805, 350, 718), intangible asset valuation, and corporate transactions.
Ready to Discuss Your Valuation Requirements?
Connect directly with our senior valuation team to discuss your estate planning, financial reporting, transaction, or litigation needs.