What Valuation Specialists does

Valuation Specialists, LLC is a private professional appraisal firm founded in 1991 by Jeffery White in Eau Claire, Wisconsin. The firm provides business valuations, real estate appraisals, and equipment appraisals to small and mid-size businesses primarily in Wisconsin and Minnesota, with a particular specialization in complex and special purpose properties that other regional appraisers decline to handle. Service use cases include mergers and acquisitions, sale/purchase transactions, exit planning, financing and SBA loans, estate and gift taxes, litigation support, divorce matters, and partnership disputes. The firm operates as a one-stop shop, allowing clients to hire a single appraiser to value all assets of a business.

The firm is led by two principals: owner Jeffery White (30+ years of experience, ASA Senior Member in Business Valuation and Machinery & Equipment, licensed in Wisconsin and Minnesota) and Vice President Paul Daley (15 years of experience, covering office, industrial, retail, multi-family, and special-use properties). The firm operates from two offices — the Eau Claire, Wisconsin headquarters and a Prior Lake, Minnesota regional office — and uses a relationship-based, owner-led direct sales motion with quote-based project pricing and free initial consultations. Revenue is generated on a per-engagement professional services basis, with no recurring subscription model and no proprietary technology platform.

The firm's value proposition centers on owner-direct engagement, fast turnaround (complete business valuations delivered in weeks rather than months), and the ability to handle unusual or special purpose valuation scenarios. Marketing is primarily through the company website and direct phone consultation, with no formal channel partnerships, no institutional investment, and no parent company ownership. The firm holds no patents, has received no public awards, and has not pursued acquisitions or external funding since its founding.

Name

Valuation Specialists

Legal name

Valuation Specialists, LLC

Website

https://valuationspecialists.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

11–50 employees

Short description

Valuation Specialists is a private Wisconsin-based appraisal firm founded in 1991 that provides business, real estate, and equipment valuations to small and mid-size businesses in Wisconsin and Minnesota, specializing in complex and special purpose properties.

Ownership category

akta.pro rank

Product category

Business Valuation and Appraisal Services

NAICS

Offices of Real Estate Appraisers (531320), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

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

akta.pro secondary industries

Real Estate Valuation & Appraisal (BPAHANAC), Machinery & Equipment / FF&E Valuation (for Real Estate Context) (BPAJAKAH)

Keywords

• Business valuation services
• Real estate appraisals
• Equipment appraisals
• Commercial property valuation
• M&A business valuation

Headquarters

HQ city

Eau Claire

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Professional Appraisal Services: Professional services revenue generated from conducting business valuations, real estate appraisals, and equipment appraisals for clients. Services are provided on a per-engagement basis with quote-based pricing. Revenue is project-based rather than recurring, though ongoing client relationships may generate repeat engagements over time.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Valuation Specialists provides professional business, real estate, and equipment appraisal services to small and mid-size businesses across Wisconsin and Minnesota. Founded in 1991, the firm offers a one-stop-shop engagement model in which a single accredited appraisal firm handles all valuation categories—business operations, real property, and equipment/inventory—on a per-engagement basis. Services are delivered directly by ASA-credentialed senior professionals with 20+ years of experience and target complex or special purpose valuation scenarios.

Product overview

Valuation Specialists operates as a unified business appraisal firm offering three interconnected service lines: Business Valuations, Real Estate Appraisals, and Equipment Appraisals. This one-stop-shop model allows clients to hire a single appraiser to handle all valuation needs for their business, including business operations, real estate, and equipment assets. The company serves small to mid-size businesses in Wisconsin and Minnesota with a team of accredited valuation professionals holding ASA certifications and state appraiser licenses.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Valuations

Quantifiable outcome

• Complete business valuations delivered in weeks instead of months

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• American Society of Appraisers (ASA)coreOthersProfessional membership organization providing accreditation in business valuation and machinery & equipment appraisal. Both principals hold Senior Membership status in ASA. This affiliation provides professional credentials and credibility in the valuation industry.

Scale indicators2 records

Recent moves6 records

Expansion highlights2 records

Direct peers

• Valuation Research Corporation: Independent, employee-owned business valuation firm with ASA-accredited senior professionals performing business, intangible asset, and equity valuation for M&A, financial reporting, and litigation. Closely matches Valuation Specialists' credential-driven, partner-led service model.
• Marshall & Stevens: National valuation firm specializing in business enterprise, equipment, and real estate appraisals for financial reporting, taxation, and litigation. Directly comparable to Valuation Specialists' three-discipline bundle and ASA-credentialed delivery.

Others

• BVR (Business Valuation Resources): Provider of valuation data, training, and software tools to the business valuation profession. Functions as an ecosystem enabler rather than a direct competitor, but its online valuation platforms represent a long-term structural threat to fee-based manual appraisal work.
• American Society of Appraisers (ASA) — Member Firms: Not a peer in the commercial sense but the credentialing body whose Senior Member designation both principals hold. ASA's member directory channels inbound referrals to credentialed firms, functioning as an indirect lead-generation ecosystem for Valuation Specialists.

Broad incumbents

• Stout: Global advisory firm with a dedicated Valuation Advisory practice covering business, real estate, machinery and equipment, and intangible asset appraisals. Competes with Valuation Specialists for complex special purpose property and SBA lending engagements.
• Eide Bailly: Top-25 U.S. accounting firm with valuation, forensic, and litigation services practices serving mid-market clients. Operates across the same upper Midwest geography and offers a comparable bundled business and equipment valuation capability.
• Wipfli: Large regional accounting and advisory firm where founder Jeffery White worked from 1989-1991. Wipfli offers a business valuation practice alongside its broader tax and audit services, making it a direct prior-employer and functional competitor in the upper Midwest.
• Plante Moran: Major Midwestern accounting and consulting firm with a dedicated business valuation and litigation support practice serving privately-held businesses across Wisconsin, Minnesota, and Michigan — overlapping directly with Valuation Specialists' regional and service footprint.
• RSM US: National accounting and advisory firm providing business valuation, forensic, and litigation support services to middle-market companies. Competes with Valuation Specialists for SBA lending, M&A, and ESOP valuation engagements in the upper Midwest.
• Marsh & McLennan Agency (Valuation Practice): Large insurance and risk services platform whose Midwest regional offices compete with smaller appraisal firms for business interruption and insurance-related valuation work in Wisconsin and Minnesota.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/valuation-specialists

Compliance6 records

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 Valuation Specialists