Center Point Business Valuations

What Center Point Business Valuations does

Center Point Business Valuations is a privately held, for-profit professional services firm headquartered in San Diego, California. The company was founded in 2007 and operates with a small team of 1-10 employees, consistent with a boutique or sole-practitioner structure. Its offering centers on business valuation services delivered across three specialized practice areas: valuations for Employee Stock Ownership Plans (ESOPs), valuations for tax matters, and valuations for disputes (litigation, shareholder, or related contentious contexts).

The firm operates under a traditional professional services revenue model, with revenue generated through fee-based engagements. As a niche valuation practice, it likely competes based on practitioner credentials, defensibility of opinions in regulatory and judicial settings, and depth of expertise in its three target practice areas. No information on proprietary technology, software products, integration with platforms, or AI-assisted tooling is available from the input sources; the firm's web presence, based on the most recent crawled page, returned only a verification loader rather than substantive content.

Given the absence of management team details, customer logos, pricing disclosures, partnership data, or product/solution details in the available input, the company's operational specifics beyond its stated specialization cannot be characterized with confidence. The firm should be understood as a small, specialized provider operating within the broader U.S. business-valuation services market, where it competes against larger multi-practice valuation firms, Big Four-adjacent advisory practices, regional CPA-led valuation shops, and emerging tech-enabled valuation platforms.

Name

Center Point Business Valuations

Legal name

Center Point Business Valuations

Website

https://centerpointbv.com

Company type

Private

Founded year

2007

Headcount range

1–10 employees

Short description

Center Point Business Valuations is a San Diego-based boutique firm founded in 2007 that provides specialized business valuation services for ESOPs, tax matters, and disputes, operating with a small team of 1-10 professionals.

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 Company & Enterprise) (FSAEAHAA)

akta.pro secondary industries

ESOP & Equity Compensation Valuation (ESOP, options, warrants) (FSAEAHAN), Litigation & Dispute Valuation (damages, shareholder disputes) (FSAEAHAI), Business Valuation (Private Companies & Equity Interests) (BPAHANAA)

Keywords

• Business valuation services
• ESOP valuation
• Tax valuation
• Litigation valuation
• Intangible asset appraisal

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Center Point Business Valuations provides specialized business valuation services focused on three practice areas: Employee Stock Ownership Plans (ESOPs), tax matters, and disputes/litigation. The firm delivers appraisal reports and valuation opinions to businesses, attorneys, and tax advisors who require defensible, independent valuations of privately held companies or business interests.

Differentiator

Problem solved

Functional benefit

Products and services

• ESOP Business Valuation Independent business valuation reports and opinions prepared for companies establishing, transacting, or maintaining Employee Stock Ownership Plans (ESOPs), typically for trustees, plan sponsors, and regulators.
• Tax-Related Business Valuation Business and equity valuations prepared to support tax filings and planning, including estate, gift, charitable contribution, and transaction-tax matters, for business owners, attorneys, and tax advisors.
• Dispute and Litigation Valuation Independent business valuation opinions prepared for use in disputes, including shareholder disputes, divorce, partnership dissolutions, and other litigation contexts where a defensible appraisal is required.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Broad incumbents

• Houlihan Lokey: Large global investment bank whose Financial Advisory Services include a sizable business and securities valuation practice serving ESOP, tax, and dispute mandates alongside broader M&A work.
• BDO USA: Major accounting and advisory network with a valuation practice covering ESOP annual valuations and dispute support — competes for the same middle-market ESOP and tax valuation engagements.
• Kroll: Global financial advisory firm (incorporating the former Duff & Phelps valuation practice) with extensive business valuation, fairness opinion, and dispute valuation capabilities — competes across all three of Center Point's verticals.

Direct peers

• The ESOP Group / SES Advisors: Boutique ESOP-focused advisory firm providing valuation and trustee support services — direct overlap with Center Point's ESOP specialization.
• Valuation Research Corporation: Global valuation firm providing independent valuations for tax, financial reporting, ESOP, and litigation purposes — overlaps squarely with Center Point's service mix at a larger scale.
• Stout: Advisory firm with a dedicated valuation practice covering ESOPs, tax reporting, and dispute/litigation matters — direct competitor for the same specialized engagements.
• Mercer Capital: A U.S. business valuation and financial advisory firm with dedicated ESOP, tax, and litigation valuation practices — directly comparable in scope and client base to Center Point Business Valuations.
• Willamette Management Associates: Consulting firm specializing in business valuation, ESOP advisory, and litigation/expert testimony — closely comparable specialty boutique.

Emerging players

• Cascade Partners: Middle-market advisory firm offering transaction opinions, ESOP advisory, and valuation services — partial overlap with Center Point's ESOP and dispute work.

Others

• Business Valuation Resources (BVR): Provider of data, research, and training tools for business valuers — not a direct competitor but adjacent in serving the same valuation practitioner ecosystem.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights3 records

Customer concentration

• LinkedInlinkedin.com/company/center-point-business-valuations-llc

Revenue estimate

Valuation estimate

Number of profiles

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 Center Point Business Valuations