Our Expertise
The professionals at Stern Brothers have the depth of experience necessary to properly evaluate securities from all perspectives. Sophisticated valuation techniques are applied to each assignment using the firm’s proprietary valuation models developed through extensive experience.
Our staff has performed over 6,000 valuations since 1984 for a wide variety of purposes that have withstood the scrutiny of the courts, the Department of Labor and the Internal Revenue Service. Our professionals are active as officers and instructors in the professional organizations related to our valuation practice.
Expert
Valuations
Since
1984
6,000+
Valuations
Performed
Clients
Served
2,000+
Canada
China
France
50
States
Serving
Clients in
Services We Provide
Why Choose Us?
Education
Our staff has a diverse background in such fields as finance, accounting, economics, law, and banking. In addition, members of our professional staff have attained advanced degrees and professional certifications including: CFA, ASA, MCBA, CPA/ABV and CEIV.
Independence
Since valuations are our primary focus, we can render an opinion that is free from conflicts of interest that could result if we had other business relationships with our clients.
Perspective
A valuation is the determination of the value of securities, an asset or a business. As financial advisors our staff is kept abreast of current economic trends, market and industry conditions, security transactions, and selling prices of publicly traded and privately held concerns.
Cost
Our primary business is, and always has been business valuations. With business valuation as our primary focus, we can keep costs low and at the same time provide a service of the highest quality. Our fees are determined on a case-by-case basis and are not contingent upon the consummation of a transaction.
Experience
Our staff has performed over 6,000 valuations since 1984 for a wide variety of purposes that have withstood the scrutiny of the courts, the Department of Labor and the Internal Revenue Service. Our professionals are active as officers and instructors in the professional organizations related to our valuation practice.
Our Process If you partner with us you can expect the following process
We have over a century working with clients across the globe enabling us to tailor the best customer experience to meet your needs.
Initial meeting
Day 1
Zoom or in person meeting to walk through your engagement.
Follow-up
Day 2
Document request and follow-up Q&A.
Processing
Day 3 - 14
Company diligence, valuation, and deliverables preparation.
Delivery
Day 15 - 28
Project completion and delivery of documents.
Some of Our Clients
