About the Firm

LA Valuations is an independent Southern California advisory firm delivering credentialed, court-ready valuations and transaction advisory to business owners, attorneys, CFOs, and investors across every major industry.

LA Valuations is a Los Angeles–based independent advisory firm specializing in business valuations, M&A advisory, litigation support, and financial reporting. Our team holds the CFA, CBV, ABV, and AM designations and carries membership in the AICPA, CFA Society, and American Society of Appraisers. Our principals have testified as expert witnesses in California courts and have advised on more than 600 valuation and transaction mandates across 20+ industries — from SaaS and healthcare to manufacturing and professional practices. We serve clients throughout Kern County, Los Angeles County, Orange County, Santa Barbara County, and San Diego County.

Our Practice Areas

Our Mission

We exist to deliver independent, defensible valuations and transaction advice that our clients can act on with confidence. Every engagement is led by a senior credentialed professional — not handed off to junior staff. We tailor each report to the specific legal, financial, or strategic context at hand, and we stand behind our conclusions in court, at the negotiating table, and before the IRS.

Our size keeps us nimble. We meet client timelines, price transparently, and maintain the independence that larger firms with audit or banking relationships cannot always offer.

600+
Valuations Completed
75+
M&A Transactions
20+
Industries Covered
CFA · CBV · ABV
Senior Designations

Why LA Valuations?

01

Senior-Led, Every Engagement

Every file is led by a CFA, CBV, and ABV-credentialed professional with institutional investment bank, private equity, and accounting firm backgrounds. Our team members have testified as expert witnesses in California courts. You get the principal, not an associate, on the phone when it matters.

02

Truly Independent

We have no audit or banking relationships that could compromise objectivity. Courts, opposing counsel, the IRS, and transaction counterparties consistently accept our work because our independence is structural, not just stated.

03

California-Specific Expertise

We understand California Family Code §§760 and 2640, Pereira/Van Camp tracing methods, state income-tax basis, and USPAP standards as applied in Southern California courts — nuances that national firms frequently miss.

04

Tailored Reports, Not Templates

We build each report to its purpose — detailed USPAP appraisals for litigation, concise calculation reports for planning, or full quality-of-earnings packages for M&A — avoiding the one-size-fits-all approach that inflates cost and reduces utility.

05

Cross-Industry Depth

From healthcare and software-as-a-service to wineries, trucking, and professional practices, we bring industry-specific comparable transaction data and margin benchmarks to every engagement.

06

Responsive & Transparent

We provide clear timelines, fixed-fee or capped engagements wherever possible, and regular status updates. We return calls and emails the same day. Clients know exactly where their matter stands at all times.

Our Credentials & Professional Memberships

CFA — Chartered Financial Analyst CBV — Chartered Business Valuator ABV — Accredited in Business Valuation AM — Accredited Member (ASA) CPA — Certified Public Accountant AICPA Member CFA Society Member ASA Member USPAP Compliant California Expert Witness FINRA Series 7, 63, 79 & SIE ASC 805 / ASC 350 IRC §409A California Family Code FRCP Rule 26 IRC §2031 / §2512

Ready to Get Started?

Contact us for a complimentary consultation. We'll discuss your situation, explain the process, and provide a transparent engagement proposal — no obligation.

Contact Us Meet the Team