Advent Valuation Advisors
- Company typePrivate
- Founded1991
- HeadquartersNewburgh, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Advent Valuation Advisors firmographics
Firmographics- Name
- Advent Valuation Advisors
- Legal name
- Advent Valuation Advisors, LLC
- Website
- https://adventvalue.com
- Company type
- Private
- Founded year
- 1991
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Advent Valuation Advisors industry classification
Industry- Product category
- Business Valuation Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Intangible Asset Valuation (IP, Brand, Customer, Technology) (BPAHANAB)
- akta.pro secondary industries
- Purchase Price Allocation (PPA) & Intangible Asset Valuation (FSAEAHAF), Litigation & Dispute Valuation (damages, shareholder disputes) (FSAEAHAI), Estate, Gift & Trust Valuation (BPAHANAL)
Keywords
Where Advent Valuation Advisors is headquartered
LocationHeadquarters
- HQ city
- Newburgh
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Advent Valuation Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Business Valuation Services: Professional consulting engagements for business valuations including appraisals of closely-held companies, professional practices, asset holding company interests, and intangible assets. Engagement-based project work.
- Litigation Support Services: Consulting and expert witness services provided to legal counsel regarding valuation, forensic accounting, and economic damages. Includes expert testimony before triers of fact.
- Forensic Accounting Services: Investigative examination and analysis of financial records for legal proceedings, including fraud detection, funds tracing, asset identification and recovery.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | Custom engagement-based pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Advent Valuation Advisors product offering
Product offeringCore offering
Advent Valuation Advisors provides business valuation, forensic accounting, litigation support, and business consulting services to business owners, legal counsel, and professional advisors. The firm prepares confidential appraisals of closely-held companies, professional practices, asset holding company (FLP) interests, and intangible assets, and delivers expert witness testimony and consulting on valuation, forensic accounting, and economic damages in court proceedings.
Product overview
Advent Valuation Advisors is a professional advisory firm offering a unified suite of business valuation, forensic accounting, litigation support, and business consulting services. The firm operates as a single-service practice rather than a platform-with-modules architecture, providing these professional services to business owners and professional advisors since 1991.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- Expert witness testimony relied upon by federal judge in $26 million judgment case (Pinchus Raice matter)
Companies that use Advent Valuation Advisors
Customer profileNamed customers7 records
Segments4 records
Ideal customer profiles4 records
Advent Valuation Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Advent Valuation Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- RBT CPAs, LLPcoreAdvent Valuation Advisors is an affiliate of RBT CPAs, LLP, an accounting and advisory firm. This affiliation provides referral relationships and integrated service offerings for shared clients requiring both accounting and valuation services.
Scale indicators2 records
Recent moves5 records
Expansion highlights3 records
Advent Valuation Advisors competitors and assessment
Company assessmentDirect peers
- Stout: National valuation, forensic accounting, and disputes advisory firm providing business valuations, litigation support, and expert testimony for closely-held companies, family law, and estates. Directly comparable because Stout's core service mix (BV, forensic, expert witness) and client types closely mirror Advent's offering.
- Pluris Valuation Advisors: Boutique business valuation and litigation support firm specializing in closely-held companies, family law, and estate matters — a service profile very similar to Advent's. Operates at comparable boutique scale and competes for many of the same referral-driven engagements from attorneys and accountants.
Regional players
- WithumSmith+Brown (Withum): Top-30 US accounting and advisory firm with strong Northeast presence and a dedicated Valuation, Forensic & Litigation Support group serving closely-held companies and family law matters. Directly comparable to Advent on service mix and Northeast US regional overlap.
- Marcum LLP: Large US accounting firm with a strong Northeast presence and dedicated Valuation, Forensic & Litigation Support practice performing business appraisals, expert witness work, and forensic accounting. Highly comparable service overlap; Advent's Hudson Valley/Manhattan footprint directly intersects Marcum's core Northeast geography.
- CohnReznick: Top-30 US accounting and advisory firm with a Valuation Advisory and Litigation Support practice serving closely-held companies, family law, and estates. Comparable because it competes for the same Northeast closely-held business valuation engagements and offers bundled accounting-advisory services similar to Advent's RBT CPAs affiliate structure.
Broad incumbents
- CBIZ Valuation Group: National accounting and advisory firm with a dedicated Valuation practice providing business appraisals, intangible asset valuations, and litigation support. Comparable service offering to Advent but with broader geographic reach and cross-sell from CBIZ's accounting and benefits consulting lines.
- Alvarez & Marsal: Global professional services firm with valuation, disputes, and forensic accounting practices providing business valuations, expert witness testimony, and economic damages analysis. Comparable services to Advent but operates at international scale with broader industry coverage.
- BDO USA: Top-tier US accounting firm with a dedicated Valuation & Business Analytics practice serving closely-held businesses, litigation support, and estate matters. Comparable because BDO's BV practice targets the same closely-held and family-law client segments as Advent, though with a national footprint and bundled audit/tax services.
- Houlihan Lokey: Global investment bank with a well-established Valuation & Financial Advisory Services practice performing business appraisals, intangible asset valuations, and litigation support. Comparable service overlap with Advent, though Houlihan Lokey serves a much larger and more institutional client base.
- Duff & Phelps (Kroll): Large global valuation, disputes, and financial advisory firm with a dedicated business valuation practice serving closely-held companies, litigation support, and intangible asset appraisals. Comparable because it competes directly for the same valuation and expert witness engagements, but operates at vastly greater scale and geographic breadth than Advent.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks4 records
Key highlights6 records
Customer concentration
Advent Valuation Advisors social profiles
Digital presenceAdvent Valuation Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Advent Valuation Advisors leadership team
Management profileNumber of profiles
Profiles2 records
Advent Valuation Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Advent Valuation Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Advent Valuation Advisors
What does Advent Valuation Advisors do?
Advent Valuation Advisors provides business valuation, forensic accounting, litigation support, and business consulting services to business owners, legal counsel, and professional advisors. The firm prepares confidential appraisals of closely-held companies, professional practices, asset holding company (FLP) interests, and intangible assets, and delivers expert witness testimony and consulting on valuation, forensic accounting, and economic damages in court proceedings.
Is Advent Valuation Advisors a public or private company?
Advent Valuation Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Advent Valuation Advisors founded?
Advent Valuation Advisors was founded in 1991. It employs 1 to 10 people.
Where is Advent Valuation Advisors based?
Advent Valuation Advisors is headquartered in Newburgh, United States, in the North America region.
How does Advent Valuation Advisors make money?
Three revenue lines are on record. Business Valuation Services are the primary driver. The others are litigation Support Services and forensic Accounting Services.
Who are Advent Valuation Advisors's main competitors?
Direct peers on record are Stout and Pluris Valuation Advisors. Regional players are WithumSmith+Brown (Withum), Marcum LLP and CohnReznick. Broad incumbents are CBIZ Valuation Group, Alvarez & Marsal, BDO USA, Houlihan Lokey and Duff & Phelps (Kroll).
Does Advent Valuation Advisors have an API?
No public API is recorded for Advent Valuation Advisors.
What industry is Advent Valuation Advisors in?
Advent Valuation Advisors's product category is Business Valuation Services. Its primary akta.pro industry code is BPAHANAB, Intangible Asset Valuation (IP, Brand, Customer, Technology), with a secondary code of FSAEAHAF, Purchase Price Allocation (PPA) & Intangible Asset Valuation. Its NAICS code is 523940 and its SIC code is 6282.