Valuation Services

What Valuation Services does

Valuation Services, Inc. (VSI) is an independent business valuation firm founded in 1995 and headquartered in Arlington, Virginia, with additional offices in New York and Miami. The firm specializes in valuing closely-held businesses, private investment holding entities, and intangible assets, and has delivered more than 10,000 valuation opinions across its nearly three decades of operation (with one principal, Jeff Bae, personally involved in over 6,000 engagements). Its practice is organized around four service lines: tax planning and reporting (estate and gift tax, income tax, Section 409A), financial reporting and compliance (ASC 350 goodwill impairment, ASC 805 purchase price allocations, ASC 718 stock option pricing, ASC 820, ESOPs), business planning (M&A, succession/exit, buy/sell agreements, intangible and intellectual property), and litigation support (expert witness testimony, damages calculations, marital dissolution, shareholder disputes).

The firm operates as a pure-play professional services practice with no software product or technology platform; revenue is generated through project-based consulting engagements with quote-based, non-publicly disclosed pricing and multi-year contract cadences on larger matters. Its client base is horizontal across five professional buyer personas — attorneys, accountants/CPAs, financial advisors, lenders, and business owners/corporate executives — and spans private entities with revenues from under $1 million to over $1 billion. Distribution is achieved through conference sponsorships (Heckerling, ACTEC, Conner-Zaritsky, ABA RPTE), membership in professional associations (NACVA, CFA Institute, estate planning councils), and direct referral networks; the firm also maintains a LinkedIn presence, website blog, and email newsletter as top-of-funnel channels. VSI is privately held, founder/management-owned under President Craig Stephanson (in role since 1998), with no disclosed external funding, M&A, or institutional investment.

Name

Valuation Services

Legal name

Valuation Services, Inc.

Website

https://valuationservice.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

Valuation Services, Inc. is an independent business valuation firm founded in 1995, specializing in valuations of closely-held businesses, private investment holding entities, and intangible assets for tax, financial reporting, transaction, and litigation purposes, serving attorneys, accountants, financial advisors, lenders, and business owners from offices in Arlington, New York, and Miami.

Ownership category

akta.pro rank

Product category

Business Valuation Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Business Valuation (Private Companies & Equity Interests) (BPAHANAA)

akta.pro secondary industries

Business Valuation & Litigation Support (BPAHABAK), Financial Reporting Valuation (ASC 820/805, IFRS 13/3) (FSAEAHAB), Valuation & Purchase Price Allocation (Deal Valuation) (BPAHAOAK), Valuation & Fairness Opinions (BPAHADAF)

Keywords

• Business valuation services
• Intangible asset valuation
• ESOP valuation
• Litigation valuation support
• Gift and estate tax valuation

Headquarters

HQ city

Arlington

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Business Valuation Services: VSI provides professional valuation opinions for various purposes including gift and estate tax planning, income tax reporting, financial reporting (ASC 350, 805, 718), litigation support, buy/sell agreements, ESOPs, and succession/exit planning. Revenue is generated through consulting engagements and valuation opinions on a per-project basis.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Valuation Services, Inc. (VSI) is an independent business valuation firm that delivers formal valuation opinions for closely-held businesses, private investment holding entities, and intangible assets. Engagements are organized across four practice areas—Tax Planning and Reporting, Financial Reporting and Compliance, Business Planning, and Litigation Support—serving attorneys, CPAs, financial advisors, lenders, and business owners. Since 1995, the firm has delivered over 10,000 valuation opinions.

Product overview

Valuation Services, Inc. (VSI) is a business valuation consulting firm that provides independent valuation services rather than a software product platform. The company offers a comprehensive suite of valuation services organized around four core practice areas: Tax Planning and Reporting, Financial Reporting and Compliance, Business Planning, and Litigation Support. Since 1995, VSI has provided over 10,000 business valuation opinions for both private and public entities. The services include estate and gift tax valuation, income tax valuation, stock option pricing, ESOP valuations, purchase price allocations, succession planning, buy/sell agreement valuations, intangible asset valuation, intellectual property valuation, mergers and acquisitions valuation, trust and estate litigation support, shareholder dispute valuation, marital dissolution valuation, expert witness testimony, and damages calculations. VSI serves attorneys, accountants, CPAs, financial advisors, lenders, corporate executives, and business owners.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Valuation Services
• Tax Planning and Valuation
• Financial Reporting and Compliance
• Business Planning Valuation
• Litigation Support Valuation

Quantifiable outcome

• Over 10,000 business valuation opinions delivered since 1995
• +1 more outcomes

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Stout: National advisory firm with a dedicated Valuation Advisory practice providing business, intangible asset, and securities valuations, plus dispute consulting and expert testimony. Direct overlap with VSI's tax, financial reporting, and litigation valuation services for similar professional buyers.
• Withum (Valuation Services): Top-30 U.S. accounting firm with a Valuation Services practice providing business and intangible asset valuations for tax, financial reporting, transactions, and litigation. Direct overlap with VSI's service modules and buyer personas, particularly on ASC 805/350 and ESOP engagements.
• Plante Moran (Valuation Services): Large U.S. accounting and consulting firm with a Valuation Services group performing business, equity, and intangible asset valuations for closely-held companies, ESOPs, and litigation. Comparable mid-market professional services model and similar client base of business owners, attorneys, and lenders.
• CohnReznick (Valuation): National advisory and accounting firm with a dedicated Valuation Advisory group serving closely-held businesses, real estate entities, and private investment funds. Comparable service mix to VSI, including ASC 820/805, ESOP, and family-limited-partnership valuations for similar professional buyers.
• Mercer Capital: Independent, full-service business valuation and financial advisory firm headquartered in Memphis with a similar focus on closely-held businesses, ESOPs, and litigation support. Comparable professional services model, target client base (attorneys, CPAs, business owners), and service mix.
• CBIZ Valuation Group: National business valuation practice within CBIZ providing valuations for tax, financial reporting, M&A, and litigation matters. Overlapping client base (attorneys, CPAs, business owners) and similar service portfolio including ASC 805/350 work and expert testimony.
• Cherry Bekaert (Valuation): Top-25 U.S. accounting and advisory firm with a Valuation Services practice covering business, equity, and intangible asset valuations for tax, transaction, and litigation purposes. Overlapping client base of privately-held companies, attorneys, and CPAs, with comparable multi-office East Coast presence.

Broad incumbents

• BDO USA (Valuation & Business Analytics): Top-tier U.S. accounting and advisory firm with a dedicated valuation practice providing business, intangible asset, and equity valuations to middle-market clients. Overlaps with VSI on tax, ESOP, and financial reporting valuations but as part of a full-service accounting platform.
• Houlihan Lokey: Global investment bank with a large Financial Advisory Services practice that includes a dedicated business valuation group handling fairness opinions, M&A, and tax/financial reporting valuations. Overlaps with VSI on private company valuation and transaction opinions, but as part of a much broader advisory platform.
• Alvarez & Marsal (Valuation Services): Global professional services firm with a Valuation Services practice covering business, intangible asset, and securities valuations for tax, financial reporting, transactions, and disputes. Comparable on ASC 805/350/718 work and litigation support, but typically serves larger and more complex engagements.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/valuation-services-inc-

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Valuation Services