CORPORATE ADVISORY

Business Valuation Test

Evergreen Advisors is your trusted leader in business valuation, delivering independent, objective opinions that provide a solid foundation for critical decisions. Our team of credentialed
valuation professionals leverages over two decades of experience, rigorous financial analysis, and deep industry expertise to produce well-reasoned valuations that withstand scrutiny across a wide range of applications, including financial reporting, tax compliance, litigation support, and more.

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Irazú Oncology

As a trusted partner for more than 10 years, Evergreen Advisors played a critical role in providing accounting, finance, and valuation expertise that led to a very successful exit of my former company (Paragon Bioservices, Inc.). Currently, Evergreen continues to provide external CFO services to Irazu Oncology, LLC., our new venture dedicated to the development of Cancer Vaccines.

Marco A. Chacón, Founder & President

I highly recommend Evergreen as the go-to resource for innovative companies looking for accelerated growth and the capital to achieve their goals. Additionally, as the Chair-Co-Founder of the parent company, and the CEO of Bandura, I realized that to expedite fund-raising, we would need a management team that had successfully raised investment rounds and had the ability to rapidly build a sales team. Evergreen coordinated a process for interviewing and selecting a new CEO and they provided an outsourced, experienced CFO to the team. As a female founder and cyber pioneer, I want to add that I felt I respected, heard and consulted every step of the way!

Suzanne Magee, Chair & Co-Founder

“Evergreen has helped us improve our accounting processes, workflows, financial reporting, and budgeting process. They were also instrumental in the due diligence for FHA and provided invaluable counsel to us.”

Leah Maddox, COO

I highly recommend Evergreen as the go-to resource for innovative companies looking for accelerated growth and the capital to achieve their goals. Additionally, as the Chair-Co-Founder of the parent company, and the CEO of Bandura, I realized that to expedite fund-raising, we would need a management team that had successfully raised investment rounds and had the ability to rapidly build a sales team. Evergreen coordinated a process for interviewing and selecting a new CEO and they provided an outsourced, experienced CFO to the team. As a female founder and cyber pioneer, I want to add that I felt I respected, heard and consulted every step of the way!

Suzanne Magee, Chair & Co-Founder
welleum

Evergreen has been a trusted partner to Welleum, bringing clarity and practical judgment to cash planning, board reporting, and complex financing and acquisition decisions. Mark and his team are responsive, thoughtful, and easy to work with, and I would recommend them to any growing company that needs an experienced CFO partner.

Michael Stajer, CEO
Irazú Oncology

As a trusted partner for more than 10 years, Evergreen Advisors played a critical role in providing accounting, finance, and valuation expertise that led to a very successful exit of my former company (Paragon Bioservices, Inc.). Currently, Evergreen continues to provide external CFO services to Irazu Oncology, LLC., our new venture dedicated to the development of Cancer Vaccines.

Marco A. Chacón, Founder & President

Navigating Complex Valuations with Confidence

Combining deep expertise in valuation standards, tax regulations, case law, and Generally Accepted Accounting Principles (GAAP) with extensive industry knowledge, our Business Valuation team ensures accurate and reliable valuations. We tailor our methods and approaches to meet the unique needs of each client, providing insights that drive informed decisions.

We can provide you with:

  • Business Combinations (ASC 805)
  • Goodwill Impairment Testing (ASC 350)
  • Embedded Derivatives (ASC 815)
  • 409A Valuations
  • Estate, Gift, and Income Taxes
  • Carried Interest
  • Valuation/Pricing Advisory
  • Cap Table Consulting
  • Waterfall Analysis
  • Independent Financial Analysis
  • Transaction Fairness Assessment
  • Board of Directors Advisory
  • Annual ESOP
  • ESOP Transaction Structuring
  • Shareholder Disputes/Divorce
  • Expert Witness Testimony
  • Partnership Structuring
  • Equity Incentive Plans
  • Buy/Sell Agreements
  • Investor Reporting
  • Firm Governance
  • Financial Reporting

Discover the True Value of Your Business with Our Expert Valuation Team

In the world of business valuation, quality, responsiveness, experience, and reputation are paramount. Our in-house valuation experts are committed to delivering the most accurate and insightful assessments of your business’s worth.

Here’s why partnering with us is a game-changer:

Unlike automated solutions, our thorough approach and attention to detail guarantee that every valuation we produce is a precise, trustworthy foundation for your critical business decisions, maintaining a level of quality that automation simply cannot replicate.

We leave no stone unturned, analyzing every aspect of your business to deliver results you can confidently stand behind.

In the fast-paced business environment, timely and responsive service is crucial. Our team is always ready to address your needs and provide prompt updates, ensuring that you are never left in the dark. We pride ourselves on our ability to deliver swift and effective solutions tailored to your unique situation.

Experience in this industry matters, and our team brings decades of combined expertise to the table. We have successfully guided countless businesses through the valuation process, helping them uncover hidden value and achieve their strategic goals.

With an understanding of the nuances of various industries, we provide you with insights that only come from years of hands-on experience.

Our reputation speaks for itself. Trusted by countless industry leaders, we have built a name synonymous with integrity and reliability.

Our valuations are respected and trusted by regulatory
bodies, courts, and stakeholders alike, giving you the assurance that you are working with the best in the field.

Our Business Valuation Team

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