Sun Business Valuations

What Sun Business Valuations does

Sun Business Valuations, LLC is a privately held, boutique business appraisal firm founded in 1999 and headquartered in Hasbrouck Heights, New Jersey, that provides certified business valuation and appraisal services for privately held companies throughout the United States. The firm is led by founder and Managing Partner Stephen Goldberg and valuation expert Tom Theurkauf, both holding CVA (Certified Valuation Analyst) certification, and operates with 11-50 employees serving clients in all 50 states via remote delivery. Its service portfolio covers eight core use cases: business sales valuations, partnership buyouts and disputes, estate and gift tax valuations, buy-sell agreement valuations, divorce-related valuations, corporate litigation support, and SBA loan valuations.

The firm operates a sales-led, professional services go-to-market targeting five primary client personas: business owners, attorneys (particularly domestic relations and litigation counsel), CPA firms, banks and lending institutions, and private wealth managers. Revenue is generated through one-time, quote-based professional service fees, with engagement typically initiated via a national 1-800 phone line or website contact form and supported by a web-based client portal that handles scheduling, document exchange, and report delivery. The firm does not disclose pricing publicly, and its competitive positioning emphasizes 30 years of industry experience, fast turnaround, CVA-certified expertise, and deep referral relationships with law and CPA firms sustained over two decades.

As a bootstrapped LLC with no disclosed institutional investment, acquisitions, or parent company, Sun Business Valuations functions as an independent, owner-operated practice. It has earned third-party recognition as a Top 10 Business Valuation Services Company by CFO Top Tech and maintains a 5.0 Google rating across 94 reviews, reflecting strong reputational standing in the legal-financial valuation channel. The business model is fundamentally human-expert-led with no disclosed AI, software platform, or technology-product layer beyond the client portal.

Name

Sun Business Valuations

Legal name

Sun Business Valuations, LLC

Website

https://sunbusinessvaluations.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Sun Business Valuations is a privately held boutique business appraisal firm delivering CVA-certified valuation services for privately held U.S. companies across all 50 states, serving business owners, attorneys, CPAs, banks, and wealth managers.

Ownership category

akta.pro rank

Product category

Business Valuation Services

NAICS

Management Consulting Services (54161)

SIC

Services-Miscellaneous Business Services (7380)

akta.pro primary industry

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

akta.pro secondary industries

Business Valuation (Private Company & Enterprise) (FSAEAHAA), Litigation & Dispute Valuation (damages, shareholder disputes) (FSAEAHAI), Business Valuation & Litigation Support (BPAHABAK), Business Valuation for Business Sales (FMV/Deal Support) (FSAEAIAE)

Keywords

• Business valuation services
• Appraisal services
• Estate tax valuations
• SBA loan valuations
• Litigation support valuations

Headquarters

HQ city

Hasbrouck Heights

HQ country

United States

HQ region

North America

Offices1 record

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: One-time professional service fees for business appraisals and valuations. Services include business sales valuations, partnership buyouts, estate and gift tax valuations, buy-sell agreement valuations, divorce-related valuations, corporate litigation support, and SBA loan valuations.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Sun Business Valuations provides certified business valuation and appraisal services for privately held companies across all 50 U.S. states. Engagements cover business sales, partnership buyouts and disputes, estate and gift tax planning, buy-sell agreements, divorce proceedings, corporate litigation support, and SBA loan financing. Services are delivered by CVA-certified professionals, supported by a web-based client portal for streamlined scheduling and report delivery.

Product overview

Sun Business Valuations offers a single core service: business valuation and appraisal services for privately held companies. Their service portfolio includes business valuations for various purposes such as business sales, partnership buyouts/disputes, estate and gift tax planning, buy-sell agreements, divorce proceedings, corporate litigation, and SBA loan financing. All services are delivered by CVA (Certified Valuation Analyst) certified professionals with nationwide coverage. The company operates as a service-based firm rather than a software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Sales Valuation Valuation services that help business owners understand the realistic market value of their company when considering a sale; targeted at privately held business owners and their advisors.
• Partnership Buyouts and Disputes Valuation Business valuation services for shareholder buyouts in closely held businesses triggered by retirement, death, or divorce; used by business owners and their attorneys.
• Estate and Gift Tax Business Valuation Valuation services for estate and gift tax purposes, representing a major portion of the company's practice; used by CPAs, wealth managers, and estate planning counsel.
• Buy-Sell Agreement Valuation Valuation services for companies with multiple owners entering into legally binding buy-sell agreements; used by business owners and their legal advisors.
• Divorce Business Valuation Business valuation services for family law and divorce disputes to determine fair business value, including rebuttal valuations used in litigation; used by attorneys and business owners.
• Corporate Litigation Support Valuation Valuation services and expert support for corporate litigation matters requiring fairness opinions and business value assessments; used by corporate counsel and litigators.
• SBA Loan Business Valuation Business valuations required for SBA loans and bringing in investors; used by borrowers, banks, and lending institutions.

Quantifiable outcome

• 5.0 star rating from 94 Google reviews
• +1 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Stout: Stout is a global advisory firm offering business valuation, forensic accounting, and litigation support — directly overlapping Sun's service lines for private company valuations, divorce/litigation support, and M&A advisory.
• Peak Business Valuation: Peak Business Valuation is a boutique firm providing business appraisals for litigation, tax, transactions, and estate planning — a similarly sized direct competitor in the U.S. private-company valuation niche.
• Mercer Capital: Mercer Capital is a boutique business valuation and financial advisory firm serving closely held companies, with practice areas spanning estate/gift tax, litigation support, buy-sell agreements, and corporate transactions — highly comparable to Sun's service mix.
• Valuation Research Corporation: VRC is a dedicated business valuation firm providing independent valuations for tax, litigation, transaction, and strategic purposes — closely aligned with Sun's certified, court-admissible valuation practice.

Emerging players

• Eqvista: Eqvista is a tech-enabled equity management and business valuation platform offering automated 409A and business appraisals — an emerging digital-native competitor positioned to compress fees on routine valuation work.
• VMG Health: VMG Health specializes in business valuations and advisory for the healthcare sector, including transactions, litigation, and compliance — an emerging, sector-focused firm with overlap in private-company valuation methodology.

Others

• Business Valuation Resources (BVR): BVR provides data, research, training, and tools to the business valuation profession — an ecosystem enabler and content provider rather than direct competitor, but adjacent to Sun's practitioner ecosystem.

Broad incumbents

• Baker Tilly: Baker Tilly is a top-10 advisory, tax, and assurance firm with a dedicated valuation practice serving private companies, estates, and litigation matters — competing for similar client engagements as Sun.
• Kroll (formerly Duff & Phelps): Kroll's Valuation Advisory practice provides independent business and intangible asset valuations for tax, financial reporting, and litigation purposes — a major incumbent with overlapping service lines and broader geographic reach.
• Houlihan Lokey: Houlihan Lokey is a global investment bank with a substantial valuation and financial opinions practice serving corporate, legal, and tax clients — a larger incumbent competing for the same litigation and transaction valuation mandates.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/sunmergers
• Facebookfacebook.com/100066566717810
• LinkedInlinkedin.com/company/sun-business-valuations

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Sun Business Valuations